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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 %
C
676
Certuity
Florida
$617K
ST
677
Smithfield Trust
Pennsylvania
$617K -$24.7K -319 -4%
BFIM
678
Beese Fulmer Investment Management
Ohio
$615K -$38.2K -492 -6%
MLL
679
Moody Lynn & Lieberson
Massachusetts
$614K
WCM
680
Windsor Capital Management
Arizona
$613K +$233 +3 +0%
OSNBOA
681
Old Second National Bank of Aurora
Illinois
$605K
BFW
682
Brady Family Wealth
Missouri
$602K +$4.12K +53 +0.7%
SC
683
Sapient Capital
Indiana
$600K +$600K +7,713 New
BCM
684
Buckhead Capital Management
Georgia
$599K
MWM
685
McNaughton Wealth Management
California
$596K -$64.3K -827 -10%
SIAS
686
Summit Investment Advisory Services
Minnesota
$595K +$389 +5 +0.1%
DWM
687
Dechtman Wealth Management
Colorado
$592K -$87.6K -1,128 -13%
JJBC
688
James J. Burns & Company
New York
$591K +$4.75K +61 +0.8%
IIA
689
ICW Investment Advisors
Arizona
$589K +$250K +3,219 +74%
SCTC
690
Sanibel Captiva Trust Company
Florida
$588K +$588K +7,570 New
KCPG
691
Kavar Capital Partners Group
Kansas
$588K +$274K +3,530 +88%
Empower Advisory Group
692
Empower Advisory Group
Colorado
$586K +$30.9K +398 +6%
BWA
693
BlueSky Wealth Advisors
North Carolina
$581K
OCM
694
Objective Capital Management
Ohio
$575K +$777 +10 +0.1%
CST
695
Charles Schwab Trust
Nevada
$573K -$77.7K -1,000 -12%
MA
696
MCF Advisors
Kentucky
$570K +$466 +6 +0.1%
AWM
697
Angeles Wealth Management
California
$567K
NEPPG
698
New England Professional Planning Group
Rhode Island
$565K -$64.5K -830 -10%
FFP
699
FourThought Financial Partners
Florida
$564K
BA
700
Ballew Advisors
Mississippi
$564K +$228 +3 +0%