IWR icon

iShares Russell Mid-Cap ETF

1,243 hedge funds and large institutions have $25.6B invested in iShares Russell Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 403 increasing their positions, 386 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.22%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.94%
New
171
Increased
403
Reduced
386
Closed
48
Calls
$14.6M
Puts
$567K
Net Calls
+$14.1M
Net Calls Change
+$3.51M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIM
226
Zacks Investment Management
Illinois
$5.45M +$3.95M +50,766 +262%
LNC
227
Lincoln National Corp
Pennsylvania
$5.45M +$1.5M +19,297 +38%
TTWM
228
TCV Trust & Wealth Management
Virginia
$5.42M -$15.4K -198 -0.3%
FNBT
229
FineMark National Bank & Trust
Florida
$5.33M +$777 +10 +0%
JFGIW
230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.2M -$503K -6,471 -9%
TCM
231
Triumph Capital Management
Colorado
$5.16M +$496K +6,377 +11%
VIA
232
Vantagepoint Investment Advisers
District of Columbia
$5.15M
CWM
233
Chesapeake Wealth Management
Virginia
$5.13M +$56.7K +729 +1%
UW
234
Unique Wealth
Florida
$5.09M +$2.84M +36,496 +126%
CHC
235
City Holding Co
West Virginia
$5.06M -$274K -3,531 -5%
SFG
236
Sunburst Financial Group
Alabama
$5.01M -$4.59K -59 -0.1%
ATC
237
Argent Trust Co
Tennessee
$4.97M -$4.21M -54,142 -46%
BP
238
Ballentine Partners
Massachusetts
$4.96M -$78 -1 -0%
CWM
239
Cahaba Wealth Management
Georgia
$4.95M +$22.7K +292 +0.5%
NFG
240
Nadler Financial Group
Illinois
$4.93M +$58.6K +754 +1%
CCA
241
Conservest Capital Advisors
Pennsylvania
$4.92M -$759K -9,768 -13%
IBOK
242
Independence Bank of Kentucky
Kentucky
$4.85M -$1.71K -22 -0%
MWM
243
Modera Wealth Management
New Jersey
$4.85M +$98.6K +1,269 +2%
Citadel Advisors
244
Citadel Advisors
Florida
$4.81M +$3.36M +43,205 +231%
EFS
245
Essex Financial Services
Connecticut
$4.81M +$328K +4,223 +7%
CWP
246
CFM Wealth Partners
Texas
$4.8M
AIM
247
Acropolis Investment Management
Missouri
$4.78M -$2.88K -37 -0.1%
S
248
Sachetta
Massachusetts
$4.78M +$4.78M +61,437 New
WB
249
WesBanco Bank
West Virginia
$4.75M -$26.5K -341 -0.6%
TFCP
250
Twin Focus Capital Partners
Massachusetts
$4.73M -$17.5K -225 -0.4%