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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 %
FIM
1226
FWL Investment Management
Texas
$160K
PPA
1227
Painted Porch Advisors
California
$159K +$159K +1,800 New
IF
1228
Integrity Financial
Wyoming
$159K +$159K +1,793 New
VAG
1229
VisionPoint Advisory Group
Texas
$156K
CP
1230
Covenant Partners
Tennessee
$155K -$33.8K -382 -18%
LFA
1231
LGT Financial Advisors
Texas
$155K +$619 +7 +0.4%
BWL
1232
Bogart Wealth LLC
Virginia
$154K +$5.04K +57 +3%
ACB
1233
Aristotle Capital Boston
Massachusetts
$153K -$1.21M -13,633 -89%
FWM
1234
FSA Wealth Management
Massachusetts
$151K
S
1235
SignatureFD
Georgia
$150K -$34.6K -391 -19%
BCMLT
1236
Beacon Capital Management LLC (Tennessee)
Tennessee
$149K -$6.45K -73 -4%
HPIA
1237
Hamilton Point Investment Advisors
North Carolina
$148K
CFGS
1238
Concourse Financial Group Securities
Alabama
$146K +$5.92K +64 +4%
LWA
1239
Lowe Wealth Advisors
Maryland
$144K +$91.4K +1,034 +172%
PCMC
1240
Private Capital Management (Colorado)
Colorado
$144K -$20.2K -229 -12%
RIL
1241
Rothschild Investment LLC
Illinois
$143K -$35.4K -400 -20%
HNW
1242
High Note Wealth
Minnesota
$138K +$138K +1,562 New
CFO
1243
CVA Family Office
Colorado
$136K
FFL
1244
Financial Freedom LLC
Ohio
$135K +$177 +2 +0.1%
EDRH
1245
Edmond de Rothschild Holding
Switzerland
$135K
LI
1246
LRI Investments
Florida
$129K
MFC
1247
Mechanics Financial Corp
Ohio
$127K
CB
1248
CNB Bank
Pennsylvania
$126K
CIAS
1249
Capital Investment Advisory Services
North Carolina
$122K +$29.6K +335 +32%
MFC
1250
Morris Financial Concepts
South Carolina
$121K