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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 %
CB
776
Cadence Bank
Mississippi
$446K +$77.7K +1,000 +21%
SMH
777
Sanders Morris Harris
Texas
$445K +$445K +5,784 New
NFP
778
Narus Financial Partners
Utah
$444K +$73.6K +947 +20%
WP
779
WealthShield Partners
North Carolina
$442K -$167K -2,143 -27%
FFA
780
Founders Financial Alliance
North Carolina
$436K -$1.94K -25 -0.4%
NB
781
Nicolet Bankshares
Wisconsin
$432K +$432K +5,564 New
CCP
782
Clarity Capital Partners
California
$431K +$431K +5,544 New
FCM
783
Fourpath Capital Management
Oklahoma
$430K -$2.02K -26 -0.5%
SWA
784
SFMG Wealth Advisors
Texas
$430K
IWMA
785
Ironwood Wealth Management (Arizona)
Arizona
$427K -$78 -1 -0%
FPB
786
First PREMIER Bank
South Dakota
$426K
DPI
787
Diversified Portfolios Inc
Michigan
$425K
RFA
788
Register Financial Advisors
Georgia
$425K +$2.57K +33 +0.6%
BWA
789
Blodgett Wealth Advisors
California
$425K
DWP
790
Destiny Wealth Partners
Florida
$424K
AO
791
Advisor OS
Illinois
$423K -$23K -296 -5%
IWP
792
Invenio Wealth Partners
Florida
$420K -$6.84K -88 -2%
PAM
793
Palisade Asset Management
Minnesota
$420K
SFG
794
StrategIQ Financial Group
Indiana
$419K
MC
795
Moors & Cabot
Massachusetts
$418K
JIP
796
Jaffetilchin Investment Partners
Florida
$417K +$3.42K +44 +0.8%
4WM
797
49 Wealth Management
Texas
$416K +$416K +5,349 New
TWA
798
TCI Wealth Advisors
Arizona
$414K +$1.32K +17 +0.3%
SC
799
Sonen Capital
California
$414K
FCH
800
Freestone Capital Holdings
Washington
$413K -$90.6K -1,166 -18%