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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 %
BBA
651
BLB&B Advisors
Pennsylvania
$659K -$34K -438 -5%
GWS
652
Glassman Wealth Services
Virginia
$659K
MOACM
653
Mutual of America Capital Management
New York
$656K +$251K +3,225 +62%
CG
654
Caprock Group
Idaho
$656K +$2.95K +38 +0.5%
SFP
655
Shepherd Financial Partners
Massachusetts
$656K -$2.1K -27 -0.3%
FCFC
656
First Commonwealth Financial Corp
Pennsylvania
$654K -$694K -8,924 -51%
AFO
657
Arrowroot Family Office
California
$654K +$186K +2,387 +40%
EFA
658
Evernest Financial Advisors
Indiana
$649K +$649K +8,352 New
HAIM
659
Hunter Associates Investment Management
Pennsylvania
$648K -$3.59M -46,054 -85%
SCI
660
S&CO Inc
Massachusetts
$648K
CFFP
661
Center for Financial Planning
Michigan
$646K +$1.87K +24 +0.3%
VFIC
662
Valley Forge Investment Consultants
Pennsylvania
$645K +$5.91K +76 +0.9%
WIA
663
World Investment Advisors
California
$644K +$175K +2,250 +37%
NSIM
664
North Star Investment Management
Illinois
$644K
SCA
665
Stillwater Capital Advisors
Pennsylvania
$640K +$14.9K +192 +2%
GC
666
Grimes & Company
Massachusetts
$640K -$277K -3,559 -30%
BFA
667
Beaumont Financial Advisors
Massachusetts
$633K
CT
668
Cambridge Trust
Massachusetts
$631K -$57.1K -734 -8%
DFC
669
DBK Financial Counsel
Ohio
$630K
PL
670
Parthenon LLC
Kentucky
$629K
TCA
671
Transcend Capital Advisors
New Jersey
$629K -$1.01K -13 -0.2%
AF
672
Apexium Financial
Texas
$629K +$404K +5,194 +179%
WP
673
WealthSource Partners
California
$624K -$479K -6,168 -43%
BWP
674
Baldwin Wealth Partners
Massachusetts
$622K
PB
675
Pinnacle Bancorp
Nebraska
$621K