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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 %
IAG
626
Investment Advisory Group
Massachusetts
$710K -$1.01K -13 -0.1%
ACM
627
Advisors Capital Management
New Jersey
$710K +$94.4K +1,215 +15%
AWM
628
Axxcess Wealth Management
California
$708K
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$705K +$150K +1,932 +27%
TCOTS
630
Trust Company of the South
North Carolina
$703K +$703K +9,045 New
V
631
ViaWealth
Kansas
$701K
PGIM
632
Pacific Global Investment Management
California
$694K +$33.6K +432 +5%
GRP
633
Global Retirement Partners
California
$693K -$3.47M -45,661 -83%
B
634
Bensler
Washington
$692K +$1.01K +13 +0.1%
Neuberger Berman Group
635
Neuberger Berman Group
New York
$690K +$419K +5,387 +154%
NRG
636
Nemes Rush Group
Michigan
$689K
MCM
637
Mill Capital Management
North Carolina
$684K
Jane Street
638
Jane Street
New York
$683K -$1.61M -20,744 -70%
RPGK
639
Retirement Planning Group (Kansas)
Kansas
$681K -$2.33K -30 -0.3%
ACA
640
Aptus Capital Advisors
Alabama
$680K -$6.92K -89 -1%
GWANC
641
Guardian Wealth Advisors (North Carolina)
North Carolina
$680K +$3.73K +48 +0.6%
GSEP
642
Golden State Equity Partners
California
$679K -$2.33K -30 -0.3%
BLC
643
Brown, Lisle/Cummings
Rhode Island
$676K
LP
644
LGL Partners
Pennsylvania
$676K +$6.14K +79 +0.9%
NLP
645
Next Level Private
New York
$673K -$2.1K -27 -0.3%
AWM
646
AAF Wealth Management
Massachusetts
$673K -$86.4K -1,112 -11%
ESB
647
Essex Savings Bank
Connecticut
$669K
CAC
648
Certified Advisory Corp
Florida
$663K -$13.7M -175,972 -95%
PWS
649
Precision Wealth Strategies
Missouri
$663K
MA
650
Mutual Advisors
Nebraska
$661K -$8.63K -111 -1%