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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 %
NMG
1301
New Millennium Group
Utah
$44.3K -$972 -11 -2%
BONH
1302
Bank of New Hampshire
New Hampshire
$44.2K
CMP
1303
Coston McIsaac & Partners
Maine
$44K
AWM
1304
AllSquare Wealth Management
New York
$42.4K
OLVIG
1305
Oliver Lagore Vanvalin Investment Group
Michigan
$41.4K
RA
1306
Rise Advisors
New York
$41.4K +$177 +2 +0.4%
HWP
1307
Highline Wealth Partners
California
$41.2K
FMB
1308
Field & Main Bank
Kentucky
$41.2K +$41.2K +466 New
PWM
1309
Provident Wealth Management
Tennessee
$40.7K +$40.7K +460 New
TCG
1310
Transcendent Capital Group
Oklahoma
$40.6K -$5.66K -64 -12%
MIM
1311
Marshall Investment Management
Colorado
$40.1K +$40.1K +454 New
PCFFS
1312
Pacific Center for Financial Services
California
$39.6K
LIS
1313
Legacy Investment Solutions
Idaho
$39.4K +$13.2K +143 +50%
LWMI
1314
Legacy Wealth Management (Idaho)
Idaho
$39.4K +$13.2K +143 +50%
MFT
1315
Moisand Fitzgerald Tamayo
Florida
$37K -$12.6K -142 -25%
WWM
1316
Wolff Wiese Magana
California
$36.8K -$17.5K -198 -32%
BOJHT
1317
Bank of Jackson Hole Trust
Wyoming
$36.1K +$36.1K +408 New
MWM
1318
Mascoma Wealth Management
New Hampshire
$35.9K
SMA
1319
Sage Mountain Advisors
Georgia
$35.6K
BIM
1320
Breakwater Investment Management
Washington
$34.3K
CCA
1321
Criterion Capital Advisors
Tennessee
$33.7K
CPA
1322
Cardiff Park Advisors
California
$33.6K
WWP
1323
WR Wealth Planners
Missouri
$32.6K +$26K +294 +392%
HC
1324
Hoese & Co
Minnesota
$32.4K +$32.4K +366 New
NBT
1325
Northwest Bank & Trust
Iowa
$30.6K