IWR icon

iShares Russell Mid-Cap ETF

1,249 hedge funds and large institutions have $27.1B invested in iShares Russell Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 380 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
18.11%
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.93%
New
86
Increased
380
Reduced
473
Closed
61
Calls
$12.4M
Puts
$976K
Net Calls
+$11.4M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
1101
Manchester Capital Management
Vermont
$168K
CAL
1102
Capital Advisors Ltd
Ohio
$165K
WC
1103
Westwind Capital
New Mexico
$163K
BL
1104
Balentine LLC
Georgia
$163K -$7.74K -92 -5%
MCM
1105
Mill Capital Management
North Carolina
$157K -$582K -6,924 -79%
VAG
1106
VisionPoint Advisory Group
Texas
$156K
FIM
1107
FWL Investment Management
Texas
$156K
TSWM
1108
Tyler-Stone Wealth Management
Ohio
$152K
LFA
1109
LGT Financial Advisors
Texas
$146K +$420 +5 +0.3%
FWM
1110
FSA Wealth Management
Massachusetts
$144K
BFPW
1111
BOK Financial Private Wealth
Colorado
$141K -$1.68K -20 -1%
HPIA
1112
Hamilton Point Investment Advisors
North Carolina
$141K
PWA
1113
Provenance Wealth Advisors
Florida
$139K
CPG
1114
Cornerstone Planning Group
New Jersey
$134K -$3.31K -41 -2%
MFC
1115
Mechanics Financial Corp
Ohio
$131K -$21K -250 -14%
CFO
1116
CVA Family Office
Colorado
$129K +$168 +2 +0.1%
FFL
1117
Financial Freedom LLC
Ohio
$128K +$168 +2 +0.1%
IA
1118
IFP Advisors
Florida
$128K +$15.1K +179 +13%
BWL
1119
Bogart Wealth LLC
Virginia
$126K +$1.26K +15 +1%
MAWCM
1120
Mine & Arao Wealth Creation & Management
California
$124K
LI
1121
LRI Investments
Florida
$123K +$123K +1,460 New
CB
1122
CNB Bank
Pennsylvania
$120K -$16.8K -200 -12%
EWP
1123
Elevation Wealth Partners
California
$118K
Qube Research & Technologies (QRT)
1124
Qube Research & Technologies (QRT)
United Kingdom
$117K +$38.2K +454 +48%
MFC
1125
Morris Financial Concepts
South Carolina
$115K