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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 %
RW
1176
Ridgeline Wealth
Arizona
$214K +$214K +2,422 New
FFG
1177
Frisch Financial Group
New York
$214K +$619 +7 +0.3%
GWM
1178
GDS Wealth Management
Texas
$213K +$213K +2,414 New
HFS
1179
Heritage Financial Services
Massachusetts
$212K +$9.9K +112 +5%
VPWA
1180
Vestia Personal Wealth Advisors
Indiana
$211K
IP
1181
Ignite Planners
California
$211K -$4.92K -55 -2%
First Trust Advisors
1182
First Trust Advisors
Illinois
$211K +$211K +2,383 New
CIA
1183
Compass Ion Advisors
Pennsylvania
$210K +$1.5K +17 +0.7%
CCMI
1184
Creative Capital Management Investments
California
$209K
ACP
1185
Aveo Capital Partners
Colorado
$209K +$2.92K +33 +1%
WAG
1186
Wheelhouse Advisory Group
Missouri
$209K +$209K +2,361 New
WJA
1187
Willis Johnson & Associates
Texas
$209K -$5.48K -62 -3%
CMP
1188
Courage Miller Partners
Virginia
$208K
WFA
1189
WMG Financial Advisors
Tennessee
$208K +$208K +2,354 New
BG
1190
Bollard Group
Massachusetts
$208K +$443 +5 +0.2%
AIM
1191
Athena Investment Management
California
$208K -$265 -3 -0.1%
SWP
1192
Strategic Wealth Partners
Ohio
$207K +$207K +2,247 New
FCM
1193
Firestone Capital Management
Florida
$207K
Members Trust
1194
Members Trust
Florida
$206K +$206K +2,335 New
HW
1195
Hancock Whitney
Mississippi
$206K -$3.18K -36 -2%
TSWM
1196
Tyler-Stone Wealth Management
Ohio
$206K +$177 +2 +0.1%
FCIM
1197
Fairview Capital Investment Management
California
$206K
DPW
1198
DiNuzzo Private Wealth
Pennsylvania
$206K
HIS
1199
Horizon Investment Services
Indiana
$205K -$68.1K -770 -25%
DF
1200
Dunhill Financial
United Kingdom
$205K