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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 %
BBNA
426
Bremer Bank National Association
Minnesota
$1.77M
FT
427
Fiduciary Trust
Massachusetts
$1.76M -$214K -2,759 -11%
PWP
428
PrairieView Wealth Partners
Illinois
$1.75M +$1.75M +22,496 New
MA
429
MBA Advisors
Pennsylvania
$1.74M -$23.3K -300 -1%
BBHC
430
Brown Brothers Harriman & Co
New York
$1.74M +$433K +5,568 +33%
AA
431
Ancora Advisors
Ohio
$1.74M -$16.9K -217 -1%
GAA
432
Guardian Asset Advisors
Pennsylvania
$1.71M +$1.71M +21,950 New
RhumbLine Advisers
433
RhumbLine Advisers
Massachusetts
$1.69M -$88.5K -1,139 -5%
CFP
434
Catalyst Financial Partners
Massachusetts
$1.69M +$52.2K +671 +3%
LT
435
Legacy Trust
Michigan
$1.69M -$90.6K -1,165 -5%
LC
436
Lindbrook Capital
California
$1.68M -$17.3K -223 -1%
HAFS
437
Hapanowicz & Associates Financial Services
Pennsylvania
$1.68M +$13.4K +173 +0.8%
LBC
438
Lowe Brockenbrough & Co
Virginia
$1.67M
PA
439
Pinnacle Associates
New York
$1.64M +$208K +2,682 +15%
SWA
440
Stratos Wealth Advisors
Ohio
$1.64M +$1.64M +21,098 New
BFC
441
Bedel Financial Consulting
Indiana
$1.63M +$269K +3,464 +20%
1WM
442
1900 Wealth Management
Texas
$1.63M
VWM
443
Venturi Wealth Management
Texas
$1.62M
WF
444
Welch & Forbes
Massachusetts
$1.61M
MBT
445
Montecito Bank & Trust
California
$1.61M -$237K -3,048 -13%
LW
446
Linscomb Wealth
Texas
$1.59M
PFS
447
Prospera Financial Services
Texas
$1.57M +$6.22K +80 +0.4%
JWA
448
JFS Wealth Advisors
Pennsylvania
$1.57M +$440K +5,664 +39%
PCA
449
Pallas Capital Advisors
Massachusetts
$1.55M -$220K -2,826 -12%
MW
450
MBL Wealth
North Carolina
$1.55M +$24.5K +315 +2%