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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 %
PPH
1151
Pure Portfolios Holdings
Oregon
$227K -$4.6K -52 -2%
WFA
1152
Wellspring Financial Advisors
Ohio
$226K -$356K -4,031 -61%
SB
1153
Strategic Blueprint
Georgia
$226K -$51.7K -585 -19%
IA
1154
IFG Advisory
Georgia
$226K +$226K +2,557 New
SXL
1155
Summit X LLC
Missouri
$225K
HF
1156
HRT Financial
New York
$225K +$225K +2,553 New
PSF
1157
Pacific Sun Financial
California
$225K -$4.42K -50 -2%
FRA
1158
Front Row Advisors
California
$224K +$4.42K +50 +2%
HP
1159
Hilltop Partners
Indiana
$223K +$4.51K +51 +2%
AIS
1160
Accredited Investor Services
Minnesota
$223K +$223K +2,520 New
SVWG
1161
Shared Vision Wealth Group
United States
$223K +$223K +2,519 New
BWP
1162
Baldwin Wealth Partners
Massachusetts
$222K -$404K -4,574 -65%
AIP
1163
ARS Investment Partners
New York
$221K
AOWM
1164
Alpha Omega Wealth Management
Virginia
$221K -$8.84K -100 -4%
VF
1165
Vawter Financial
Ohio
$220K
BAM
1166
Berkshire Asset Management
Pennsylvania
$220K +$220K +2,373 New
EWA
1167
EverSource Wealth Advisors
Alabama
$220K
CPRC
1168
Consolidated Portfolio Review Corp
New York
$219K +$219K +2,474 New
MPW
1169
Monterey Private Wealth
California
$218K +$442 +5 +0.2%
PMG
1170
ProVise Management Group
Florida
$217K -$18.5K -209 -8%
TCOV
1171
Trust Company of Vermont
Vermont
$217K +$7.43K +84 +4%
SOS
1172
Silver Oak Securities
Tennessee
$217K +$973 +11 +0.5%
KWS
1173
Keystone Wealth Services
California
$216K
NAG
1174
Northstar Advisory Group
New Jersey
$215K +$215K +2,433 New
HCM
1175
Hillman Capital Management
Maryland
$214K -$4.95K -56 -2%