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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 %
MNBTD
151
Moody National Bank Trust Division
Texas
$12.3M -$531K -6,011 -4%
AllianceBernstein
152
AllianceBernstein
Tennessee
$12.2M -$46K -520 -0.4%
B
153
Bailard
California
$12.2M -$164K -1,860 -1%
SC
154
Steph & Co
Wisconsin
$12.1M -$1.7M -19,200 -12%
Principal Financial Group
155
Principal Financial Group
Iowa
$11.8M +$6.18M +69,934 +109%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$11.8M +$441K +4,991 +4%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$11.8M +$756K +8,558 +7%
FNT
158
First National Trust
Pennsylvania
$11.4M +$1.18M +13,337 +11%
SFP
159
Strategic Financial Partners
Oregon
$11.2M -$3.34M -37,813 -23%
TBWA
160
Three Bridge Wealth Advisors
California
$11.1M +$1.43M +16,216 +15%
UW
161
Unique Wealth
Florida
$10.8M +$1.38M +15,556 +15%
PG
162
Proffitt & Goodson
Tennessee
$10.7M -$229K -2,592 -2%
FEG
163
Fund Evaluation Group
Ohio
$10.7M -$68.1K -770 -0.6%
FHA
164
First Horizon Advisors
Tennessee
$10.6M +$47.7K +540 +0.5%
MGIA
165
Moneta Group Investment Advisors
Missouri
$10.5M +$153K +1,728 +1%
ONB
166
Old National Bancorp
Indiana
$10.3M -$567K -6,411 -5%
SIG
167
Stonegate Investment Group
Alabama
$10M +$460K +5,207 +5%
TMWM
168
Taylor & Morgan Wealth Management
Michigan
$9.91M +$62.5K +707 +0.6%
EH
169
Equitable Holdings
New York
$9.49M +$300K +3,396 +3%
CAM
170
Campion Asset Management
Virginia
$9.41M -$108K -1,220 -1%
TPI
171
Trust Point Inc
Wisconsin
$9.39M +$574K +6,497 +7%
BJL
172
Brighton Jones LLC
Washington
$9.24M +$370K +4,189 +4%
FNFDCM
173
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.16M -$155K -1,759 -2%
UWPG
174
Ullmann Wealth Partners Group
Florida
$9.06M -$220K -2,485 -2%
WB
175
West Bancorporation
Iowa
$8.93M -$368K -4,166 -4%