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iShares Russell Mid-Cap ETF

1,398 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 470 increasing their positions, 399 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
+114
Holders Change %
+8.88%
% of All Funds
18.61%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.85%
New
194
Increased
470
Reduced
399
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M
Name Holding Trade Value Shares
Change
Shares
Change %
VBWMG
1026
Von Berge Wealth Management Group
California
$308K +$186 +2 +0.1%
TAM
1027
Townsend Asset Management
North Carolina
$307K +$28.9K +327 +10%
PCS
1028
Personal CFO Solutions
New Jersey
$307K +$307K +3,475 New
BGAI
1029
Bruce G. Allen Investments
Colorado
$307K +$1.06K +12 +0.3%
TFA
1030
Tobias Financial Advisors
Florida
$306K
JBW
1031
Journey Beyond Wealth
Georgia
$305K +$305K +3,448 New
BCAM
1032
Boston Common Asset Management
Massachusetts
$304K
ABC
1033
Associated Banc-Corp
Wisconsin
$302K -$796 -9 -0.3%
TW
1034
TritonPoint Wealth
Maryland
$301K +$32.4K +366 +12%
APW
1035
Acima Private Wealth
Virginia
$301K
JWM
1036
JGP Wealth Management
Oregon
$300K +$300K +3,394 New
DA
1037
Detalus Advisors
Missouri
$300K -$21.6K -244 -7%
TVAMP
1038
Tennessee Valley Asset Management Partners
Tennessee
$298K +$619 +7 +0.2%
RZH
1039
Relyea Zuckerberg Hanson
Connecticut
$297K +$88 +1 +0%
BFO
1040
Biltmore Family Office
North Carolina
$296K -$408K -4,610 -58%
TYCC
1041
Texas Yale Capital Corp
Florida
$294K +$70.7K +800 +32%
USB
1042
Union Savings Bank
Connecticut
$294K
FFA
1043
Fragasso Financial Advisors
Pennsylvania
$293K -$22.8K -258 -7%
AWA
1044
Aaron Wealth Advisors
Illinois
$293K
GIA
1045
Guyasuta Investment Advisors
Pennsylvania
$292K
ORC
1046
O'Rourke & Company
Massachusetts
$292K
EFG
1047
Everhart Financial Group
Ohio
$291K
NCTC
1048
New Covenant Trust Company
Indiana
$290K -$4.86K -55 -2%
MIC
1049
Meridian Investment Counsel
California
$290K
Jane Street
1050
Jane Street
New York
$289K -$992K -11,224 -77%