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iShares Russell Mid-Cap ETF

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
1051
Scotia Capital
Ontario, Canada
$224K
TWG
1052
The Wealth Group
Minnesota
$223K
VFPW
1053
Vantage Financial Partners (Wisconsin)
Wisconsin
$223K -$52.7K -650 -19%
MAS
1054
Madden Advisory Services
Florida
$222K
HWM
1055
HighMark Wealth Management
Minnesota
$221K
DCM
1056
DGS Capital Management
New Jersey
$220K
AIM
1057
Aspen Investment Management
Michigan
$219K
MIAS
1058
Mason Investment Advisory Services
Virginia
$218K +$3K +37 +1%
JA
1059
JVL Associates
Michigan
$217K
NC
1060
NBW Capital
Massachusetts
$217K
MIA
1061
MainStreet Investment Advisors
Illinois
$216K
VIA
1062
Vickerman Investment Advisors
Washington
$215K -$811 -10 -0.4%
DAS
1063
Diversify Advisory Services
Utah
$215K -$21.4M -265,940 -99%
SCP
1064
Silverleafe Capital Partners
Tennessee
$214K
TWM
1065
Thrive Wealth Management
Pennsylvania
$214K
ACM
1066
Argent Capital Management
Missouri
$212K +$212K +2,610 New
IA
1067
IFG Advisory
Georgia
$212K +$212K +2,609 New
EWA
1068
EverSource Wealth Advisors
Alabama
$211K +$17K +200 +9%
BC
1069
Burney Company
Virginia
$211K
IC
1070
Iconiq Capital
California
$210K
FWI
1071
Facet Wealth Inc
Maryland
$210K -$3.81K -45 -2%
CDH
1072
Charles D. Hyman
$210K
FWA
1073
FSM Wealth Advisors
Ohio
$208K
TFA
1074
Transamerica Financial Advisors
Florida
$208K
CIBC World Market
1075
CIBC World Market
Ontario, Canada
$208K +$2.92K +36 +1%