IWR icon

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 %
SWRP
1101
Summit Wealth & Retirement Planning
California
$259K +$259K +2,924 New
EW
1102
Enzi Wealth
Texas
$258K
AF
1103
Apexium Financial
Texas
$258K -$1.41K -16 -0.5%
TC
1104
TAGStone Capital
North Carolina
$258K
TA
1105
TruWealth Advisors
Louisiana
$257K
FDDB
1106
Fidelity D&D Bancorp
Pennsylvania
$257K +$1.41K +16 +0.6%
LSWP
1107
Liberty Square Wealth Partners
Pennsylvania
$257K +$257K +2,782 New
RBC
1108
Romano Brothers & Co
Illinois
$257K -$31.4K -355 -11%
MSFS
1109
Main Street Financial Solutions
Pennsylvania
$256K +$256K +2,896 New
DIP
1110
Davis Investment Partners
North Carolina
$255K
BF
1111
Baring Financial
Washington
$253K +$253K +2,859 New
TWM
1112
Thrive Wealth Management
Pennsylvania
$252K +$19.5K +221 +8%
SC
1113
Stephenson & Company
California
$252K
EA
1114
Enclave Advisors
Texas
$252K +$88 +1 +0%
AG
1115
AmeriFlex Group
Nevada
$251K +$251K +2,729 New
PIAS
1116
PCA Investment Advisory Services
Ohio
$250K
ACM
1117
Argent Capital Management
Missouri
$248K +$248K +2,810 New
SWA
1118
Serenus Wealth Advisors
California
$248K +$248K +2,808 New
TM
1119
TigerOak Management
New Mexico
$248K +$248K +2,807 New
AMM
1120
American Money Management
California
$248K
TH
1121
TCTC Holdings
Texas
$247K
NA
1122
Nautilus Advisors
California
$246K +$246K +2,787 New
OW
1123
Olistico Wealth
Oklahoma
$245K +$354 +4 +0.1%
TWG
1124
The Wealth Group
Minnesota
$243K
AC
1125
Asio Capital
Kentucky
$242K +$38.4K +434 +19%