IWR icon

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 %
LWCFA
1126
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$103K
GJWM
1127
Gilliland Jeter Wealth Management
Arkansas
$102K
AIA
1128
Arcadia Investment Advisors
Idaho
$101K
WTA
1129
Washington Trust Advisors
Massachusetts
$98.8K +$41.2K +508 +71%
CCMI
1130
Creative Capital Management Investments
California
$97.3K
TSWM
1131
Tyler-Stone Wealth Management
Ohio
$94.3K -$51.9K -640 -35%
CICI
1132
Capital Investment Counsel Inc
North Carolina
$90.3K
KHC
1133
Koesten Hirschmann & Crabtree
Kansas
$88.3K
FP
1134
Financial Perspectives
Minnesota
$87.9K +$892 +11 +1%
DF
1135
Dunhill Financial
United Kingdom
$86.4K +$81 +1 +0.1%
KFI
1136
Key Financial Inc
Pennsylvania
$85.9K +$54.5K +672 +173%
CIAS
1137
Capital Investment Advisory Services
North Carolina
$84.6K -$405 -5 -0.5%
WFA
1138
West Financial Advisors
Iowa
$84.3K
AIM
1139
Anchor Investment Management
South Carolina
$78.6K -$13.5K -167 -15%
RI
1140
Ridgewood Investments
New Jersey
$75.2K +$75.2K +928 New
CYG
1141
Clean Yield Group
Vermont
$72.7K +$72.7K +897 New
ADL
1142
Asset Dedication LLC
California
$68K
PWMG
1143
Private Wealth Management Group
New Jersey
$64.6K +$43.1K +532 +201%
RCM
1144
Robinson Capital Management
Michigan
$64.5K
HWP
1145
Highline Wealth Partners
California
$64.1K +$37.8K +466 +144%
PAI
1146
Pittenger & Anderson Inc
Nebraska
$62.1K
CTC
1147
Cetera Trust Company
Minnesota
$60.8K
BC
1148
Barrett & Company
Rhode Island
$60.7K
AIC
1149
Archer Investment Corporation
Indiana
$58.1K +$1.22K +15 +2%
NMM
1150
Naples Money Management
Florida
$56.3K