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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 %
SXL
1076
Summit X LLC
Missouri
$207K
AFS
1077
Annapolis Financial Services
Maryland
$206K -$260K -3,207 -56%
HP
1078
Hilltop Partners
Indiana
$204K -$41.8K -516 -17%
AIP
1079
ARS Investment Partners
New York
$203K
EP
1080
Essential Planning
New Hampshire
$203K +$203K +2,500 New
EW
1081
Evoke Wealth
California
$202K -$6.98M -86,134 -97%
VF
1082
Vawter Financial
Ohio
$202K
PCS
1083
Personal CFO Solutions
New Jersey
$202K
IFWM
1084
Institute for Wealth Management
Colorado
$201K
HCM
1085
Hillman Capital Management
Maryland
$201K +$243 +3 +0.1%
CP
1086
Covenant Partners
Tennessee
$200K
CSWM
1087
Cassady Schiller Wealth Management
Ohio
$195K
SOS
1088
Silver Oak Securities
Tennessee
$190K +$7.06K +87 +4%
BG
1089
Bollard Group
Massachusetts
$189K +$323 +4 +0.2%
DPW
1090
DiNuzzo Private Wealth
Pennsylvania
$189K
HBW
1091
Hazlett, Burt & Watson
West Virginia
$182K -$52.3K -645 -22%
CWC
1092
Carolinas Wealth Consulting
North Carolina
$173K +$405 +5 +0.2%
BA
1093
Ballast Advisors
Minnesota
$172K +$5.92K +73 +4%
RIL
1094
Rothschild Investment LLC
Illinois
$164K -$2.84K -35 -2%
LWANC
1095
Laurel Wealth Advisors (North Carolina)
North Carolina
$163K
BCP
1096
Blue Chip Partners
Michigan
$163K -$22.7K -280 -12%
AT
1097
Avalon Trust
New Mexico
$162K -$24.3K -300 -13%
CAL
1098
Capital Advisors Ltd
Ohio
$159K
WC
1099
Westwind Capital
New Mexico
$158K +$124K +7,109 +366%
VAG
1100
VisionPoint Advisory Group
Texas
$144K -$7.3K -90 -5%