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iShares Russell Mid-Cap ETF

1,284 hedge funds and large institutions have $29.7B invested in iShares Russell Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 401 increasing their positions, 417 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.57%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.98%
New
111
Increased
401
Reduced
417
Closed
46
Calls
$7.9M
Puts
$2.34M
Net Calls
+$5.56M
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
1151
Edmond de Rothschild Holding
Switzerland
$134K
LI
1152
LRI Investments
Florida
$134K
CFGS
1153
Concourse Financial Group Securities
Alabama
$134K
BAM
1154
Bellevue Asset Management
Washington
$133K +$7.76K +88 +6%
MFC
1155
Mechanics Financial Corp
Ohio
$126K -$5.47K -62 -4%
CB
1156
CNB Bank
Pennsylvania
$126K
EWP
1157
Elevation Wealth Partners
California
$124K
VAMG
1158
Voisard Asset Management Group
Michigan
$121K
MFC
1159
Morris Financial Concepts
South Carolina
$120K
VWWMG
1160
Vermillion & White Wealth Management Group
Pennsylvania
$117K
M
1161
MOTCO
Texas
$115K
GEA
1162
Glen Eagle Advisors
New Jersey
$114K
PWA
1163
Provenance Wealth Advisors
Florida
$112K -$33K -374 -23%
DWM
1164
Darwin Wealth Management
Florida
$111K +$111K +1,260 New
GJWM
1165
Gilliland Jeter Wealth Management
Arkansas
$110K
AIA
1166
Arcadia Investment Advisors
Idaho
$109K
WI
1167
Wintrust Investments
Illinois
$109K -$893K -10,142 -89%
TC
1168
Truvestments Capital
Florida
$108K +$108K +1,227 New
HWM
1169
Hemington Wealth Management
Virginia
$108K +$108K +1,239 New
LWCFA
1170
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K
AIM
1171
Anchor Investment Management
South Carolina
$103K +$17.5K +198 +20%
CICI
1172
Capital Investment Counsel Inc
North Carolina
$98.2K
FFA
1173
Farther Finance Advisors
California
$96.5K -$28.8K -327 -23%
FP
1174
Financial Perspectives
Minnesota
$95.6K
KFI
1175
Key Financial Inc
Pennsylvania
$93.4K