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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 %
FFWM
1326
Future Financial Wealth Management
Ohio
$30.3K
PAG
1327
Paladin Advisory Group
Iowa
$29.8K
CAS
1328
Coppell Advisory Solutions
Texas
$29.2K -$27.5K -311 -49%
FC
1329
Fairscale Capital
New Hampshire
$26.7K +$26.7K +302 New
GGI
1330
Godsey & Gibb Inc
Virginia
$26.5K
PFSC
1331
Peoples Financial Services Corp
Pennsylvania
$26.5K
FPF
1332
First Pacific Financial
Washington
$26.5K +$26.5K +300 New
SIC
1333
SJS Investment Consulting
Ohio
$26.1K
NFSG
1334
Newbridge Financial Services Group
Florida
$25.2K +$25.2K +285 New
RF
1335
Roxbury Financial
New Jersey
$24.8K +$24.8K +259 New
CBT
1336
Crews Bank & Trust
Florida
$24.3K +$24.3K +275 New
RPCA
1337
Running Point Capital Advisors
California
$23.7K
POIA
1338
Pin Oak Investment Advisors
Texas
$22K
FDW
1339
Fourth Dimension Wealth
Ohio
$21.5K +$21.5K +243 New
CJH
1340
Christopher J. Hasenberg
Wisconsin
$21.3K
GJIA
1341
Glass Jacobson Investment Advisors
Maryland
$20.9K
GTAM
1342
Global Trust Asset Management
Florida
$19.9K
SIM
1343
Synergy Investment Management
Florida
$19.8K +$19.8K +224 New
RWS
1344
Retirement Wealth Solutions
Wisconsin
$19.5K +$19.5K +222 New
VHAM
1345
Van Hulzen Asset Management
California
$18.4K +$18.4K +208 New
CWM
1346
Consultiva Wealth Management
Puerto Rico
$18.2K +$18.2K +206 New
WIM
1347
Westside Investment Management
California
$17.7K
CT
1348
Clearstead Trust
Maine
$17.7K
LOIP
1349
Live Oak Investment Partners
Texas
$17.1K -$16.3K
AWM
1350
Atticus Wealth Management
Florida
$16.9K +$618 +7 +4%