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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 %
SAM
1076
SignalPoint Asset Management
Missouri
$271K
GOCP
1077
Great Oak Capital Partners
Massachusetts
$269K
CFGW
1078
Chancellor Financial Group WB
Pennsylvania
$269K +$269K +3,045 New
BCM
1079
Brookstone Capital Management
Illinois
$268K +$268K +3,034 New
MSWA
1080
Marshall & Sterling Wealth Advisors
New York
$268K +$268K +3,033 New
1IA
1081
1834 Investment Advisors
Wisconsin
$268K
WCG
1082
Weaver Consulting Group
California
$267K
SC
1083
Scotia Capital
Ontario, Canada
$267K +$2.12K +24 +0.8%
UIA
1084
Ulland Investment Advisors
Minnesota
$267K
TA
1085
TPG Advisors
Illinois
$267K
AWA
1086
Arete Wealth Advisors
Illinois
$266K +$177 +2 +0.1%
DFA
1087
DHJJ Financial Advisors
Illinois
$265K
GWM
1088
GSB Wealth Management
Connecticut
$263K
FA
1089
FF Advisors
California
$263K
CAMG
1090
CWA Asset Management Group
Florida
$263K
SAI
1091
Savvy Advisors Inc
New York
$262K -$15K -170 -5%
GGS
1092
Galvin Gaustad & Stein
Arizona
$262K
GIA
1093
GHP Investment Advisors
Colorado
$262K
MSA
1094
Marino Stram & Associates
Massachusetts
$262K +$884 +10 +0.3%
TA
1095
TFG Advisers
Michigan
$262K +$707 +8 +0.3%
T
1096
Tableaux
Massachusetts
$262K +$262K +2,960 New
FWM
1097
Fairhaven Wealth Management
Illinois
$261K
RHP
1098
Royal Harbor Partners
Texas
$261K
FBT
1099
First Bank & Trust
South Dakota
$260K
AssetMark Inc
1100
AssetMark Inc
California
$260K +$89.6K +1,014 +53%