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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 %
RIA
1151
Realta Investment Advisors
Delaware
$55.3K
BCMLT
1152
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.4K +$3.73K +46 +8%
FCAS
1153
First Command Advisory Services
Texas
$50.2K +$20.5K +253 +69%
GWSG
1154
GPS Wealth Strategies Group
Colorado
$49.9K -$7.05K -87 -12%
MFA
1155
Morling Financial Advisors
California
$49.6K
PGAM
1156
Princeton Global Asset Management
New Jersey
$49.5K +$49.5K +611 New
LWA
1157
Lowe Wealth Advisors
Maryland
$48.6K
NMG
1158
New Millennium Group
Utah
$41.5K +$41.5K +512 New
CMA
1159
Cedar Mountain Advisors
Oregon
$41.3K -$12.3K -152 -23%
BONH
1160
Bank of New Hampshire
New Hampshire
$40.5K
CC
1161
Cultivar Capital
Texas
$40.5K +$40.5K +500 New
CMP
1162
Coston McIsaac & Partners
Maine
$40K -$44.2K -552 -52%
AWM
1163
AllSquare Wealth Management
New York
$38.9K
OLVIG
1164
Oliver Lagore Vanvalin Investment Group
Michigan
$37.9K
RA
1165
Rise Advisors
New York
$37.6K +$81 +1 +0.2%
PCFFS
1166
Pacific Center for Financial Services
California
$36.3K
AWM
1167
Activest Wealth Management
Florida
$35.4K +$35.4K +436 New
CPA
1168
Clear Point Advisors
New York
$35K
GJIA
1169
Glass Jacobson Investment Advisors
Maryland
$34.4K +$486 +6 +1%
HGERS
1170
Householder Group Estate & Retirement Specialist
Arizona
$34K +$1.92K +24 +6%
RCM
1171
Raleigh Capital Management
North Carolina
$33.8K
NFSG
1172
Newbridge Financial Services Group
Florida
$33.7K
CCA
1173
Criterion Capital Advisors
Tennessee
$33.7K
MWM
1174
Mascoma Wealth Management
New Hampshire
$32.9K
SMA
1175
Sage Mountain Advisors
Georgia
$32.7K +$11K +136 +51%