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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 %
DPW
1076
DiNuzzo Private Wealth
Pennsylvania
$181K +$181K +2,325 New
NBT
1077
Northwest Bank & Trust
Iowa
$180K +$180K +2,320 New
AT
1078
Avalon Trust
New Mexico
$179K
BCP
1079
Blue Chip Partners
Michigan
$177K +$1.24K +16 +0.7%
Fuller & Thaler Asset Management
1080
Fuller & Thaler Asset Management
California
$175K +$175K +2,255 New
USB
1081
Union Savings Bank
Connecticut
$173K
GJIA
1082
Glass Jacobson Investment Advisors
Maryland
$166K -$43.5K -559 -21%
CWC
1083
Carolinas Wealth Consulting
North Carolina
$165K +$622 +8 +0.4%
BA
1084
Ballast Advisors
Minnesota
$164K +$14.3K +184 +10%
FRA
1085
Front Row Advisors
California
$163K -$39.7K -511 -20%
RIL
1086
Rothschild Investment LLC
Illinois
$162K +$162K +2,083 New
MIM
1087
Macroview Investment Management
Maryland
$161K +$92.7K +1,193 +135%
VAMG
1088
Voisard Asset Management Group
Michigan
$158K +$158K +2,038 New
BL
1089
Balentine LLC
Georgia
$157K -$112K -1,439 -42%
LWANC
1090
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K
MCM
1091
Manchester Capital Management
Vermont
$155K -$238K -3,059 -60%
CAL
1092
Capital Advisors Ltd
Ohio
$152K -$10.6K -136 -6%
WC
1093
Westwind Capital
New Mexico
$151K
DWMG
1094
DB Wealth Management Group
California
$147K
FIM
1095
FWL Investment Management
Texas
$145K
VAG
1096
VisionPoint Advisory Group
Texas
$145K +$145K +1,860 New
MFC
1097
Mechanics Financial Corp
Ohio
$140K
TSWM
1098
Tyler-Stone Wealth Management
Ohio
$140K +$24.9K +320 +22%
LFA
1099
LGT Financial Advisors
Texas
$135K +$1.24K +16 +0.9%
FWM
1100
FSA Wealth Management
Massachusetts
$133K +$133K +1,711 New