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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 %
SWM
1201
SK Wealth Management
Rhode Island
$205K
NBWM
1202
North Berkeley Wealth Management
California
$205K +$205K +2,317 New
P
1203
Pitcairn
Pennsylvania
$204K -$354K -4,000 -63%
GSIS
1204
Global Strategic Investment Solutions
Arizona
$204K
1CP
1205
17 Capital Partners
Arizona
$201K
AWA
1206
Amplius Wealth Advisors
Pennsylvania
$201K
CSWM
1207
Cassady Schiller Wealth Management
Ohio
$201K -$4.51K -51 -2%
FG
1208
Fiduciary Group
Georgia
$200K -$186K -2,100 -48%
GF
1209
GGM Financials
Ohio
$200K +$200K +2,267 New
WCM
1210
Warburton Capital Management
Oklahoma
$200K +$200K +2,272 New
HBW
1211
Hazlett, Burt & Watson
West Virginia
$199K +$89 +1 +0%
BA
1212
Ballast Advisors
Minnesota
$191K +$354 +4 +0.2%
CWC
1213
Carolinas Wealth Consulting
North Carolina
$189K +$619 +7 +0.3%
TWM
1214
Topsail Wealth Management
North Carolina
$184K +$184K +2,076 New
TIAAOA
1215
Teachers Insurance & Annuity Association of America
New York
$182K
LWANC
1216
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K
AT
1217
Avalon Trust
New Mexico
$177K
CAL
1218
Capital Advisors Ltd
Ohio
$173K
BAM
1219
Bellevue Asset Management
Washington
$173K +$39.7K +449 +30%
W
1220
WealthCollab
Washington
$173K -$125K -1,412 -42%
WC
1221
Westwind Capital
New Mexico
$172K
MEG
1222
Millstone Evans Group
Colorado
$171K +$171K +1,932 New
PWM
1223
Parkworth Wealth Management
California
$167K +$167K +1,887 New
Fuller & Thaler Asset Management
1224
Fuller & Thaler Asset Management
California
$164K +$164K +1,860 New
MCA
1225
Midwest Capital Advisors
Michigan
$160K +$160K +1,812 New