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iShares Russell Mid-Cap ETF

1,397 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, 398 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,397
Holders Change
+113
Holders Change %
+8.8%
% of All Funds
18.6%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.84%
New
194
Increased
470
Reduced
398
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M
Name Holding Trade Value Shares
Change
Shares
Change %
M
1251
MOTCO
Texas
$116K
GEA
1252
Glen Eagle Advisors
New Jersey
$114K
VWWMG
1253
Vermillion & White Wealth Management Group
Pennsylvania
$113K -$4.42K -50 -4%
PWA
1254
Provenance Wealth Advisors
Florida
$113K
NRC
1255
New Republic Capital
North Carolina
$112K -$934K -10,563 -89%
DWM
1256
Darwin Wealth Management
Florida
$112K +$796 +9 +0.7%
LWCFA
1257
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K
HWM
1258
Hemington Wealth Management
Virginia
$109K
TC
1259
Truvestments Capital
Florida
$108K
AIM
1260
Anchor Investment Management
South Carolina
$107K +$3.62K +41 +4%
MA
1261
Marquette Associates
Illinois
$106K +$106K +1,197 New
KFI
1262
Key Financial Inc
Pennsylvania
$101K +$7.43K +84 +8%
CICI
1263
Capital Investment Counsel Inc
North Carolina
$98.5K
FP
1264
Financial Perspectives
Minnesota
$95.9K
WI
1265
Wintrust Investments
Illinois
$94K -$15.3K -173 -14%
WFA
1266
West Financial Advisors
Iowa
$91.9K
AIA
1267
Arcadia Investment Advisors
Idaho
$91.8K -$17.9K -202 -16%
KHC
1268
Koesten Hirschmann & Crabtree
Kansas
$88.4K -$4.42K -50 -5%
CFP
1269
Comprehensive Financial Planning
Pennsylvania
$87.5K +$87.5K +990 New
HFS
1270
Hopwood Financial Services
Virginia
$83.5K +$83.5K +945 New
RI
1271
Ridgewood Investments
New Jersey
$82K
ADL
1272
Asset Dedication LLC
California
$78.4K +$4.24K +48 +6%
MAM
1273
Morse Asset Management
Connecticut
$76.9K -$354 -4 -0.5%
WTA
1274
Washington Trust Advisors
Massachusetts
$72.7K +$4.24K +48 +6%
PAI
1275
Pittenger & Anderson Inc
Nebraska
$67.7K