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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 %
ACS
1126
Archford Capital Strategies
Illinois
$241K +$2.3K +26 +1%
HWM
1127
HighMark Wealth Management
Minnesota
$241K
PCTC
1128
Perkins Coie Trust Company
Washington
$240K
GFA
1129
Gallagher Fiduciary Advisors
Illinois
$240K +$240K +2,711 New
HWM
1130
Horizons Wealth Management
North Carolina
$239K
AWC
1131
Abundance Wealth Counselors
Pennsylvania
$239K -$19K -215 -7%
AIM
1132
Aspen Investment Management
Michigan
$239K
AW
1133
Alaethes Wealth
Nevada
$239K
SIG
1134
Sky Investment Group
Connecticut
$239K -$238K
TIM
1135
Tortoise Investment Management
New York
$239K
MIAS
1136
Mason Investment Advisory Services
Virginia
$238K +$177 +2 +0.1%
JA
1137
JVL Associates
Michigan
$237K
PWM
1138
Partners Wealth Management
California
$236K +$236K +2,666 New
FG
1139
Fairman Group
Pennsylvania
$236K -$47.2K -534 -17%
ML
1140
McAdam LLC
Pennsylvania
$235K +$24.7K +279 +12%
MIA
1141
MainStreet Investment Advisors
Illinois
$235K
FWA
1142
FSM Wealth Advisors
Ohio
$234K
BC
1143
Burney Company
Virginia
$234K -$619 -7 -0.3%
SCP
1144
Silverleafe Capital Partners
Tennessee
$233K
FWI
1145
Facet Wealth Inc
Maryland
$231K -$23.9K -259 -9%
RB
1146
Renasant Bank
Mississippi
$231K +$231K +2,612 New
CIBC World Market
1147
CIBC World Market
Ontario, Canada
$230K +$5.21K +59 +2%
VIA
1148
Vickerman Investment Advisors
Washington
$230K
CCFM
1149
Clear Creek Financial Management
Washington
$229K -$48.7K -551 -18%
IC
1150
Iconiq Capital
California
$229K