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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 %
BFPW
1101
BOK Financial Private Wealth
Colorado
$132K -$23.9K -307 -15%
CPG
1102
Cornerstone Planning Group
New Jersey
$132K -$9.09K -117 -6%
HPIA
1103
Hamilton Point Investment Advisors
North Carolina
$130K
AF
1104
Advisornet Financial
Minnesota
$129K -$4.43K -57 -3%
PWA
1105
Provenance Wealth Advisors
Florida
$128K
CB
1106
CNB Bank
Pennsylvania
$126K
HGA
1107
Hobbs Group Advisors
South Carolina
$123K +$123K +1,585 New
CFGS
1108
Concourse Financial Group Securities
Alabama
$120K
AIC
1109
Archer Investment Corporation
Indiana
$120K -$5.52K -71 -4%
CFO
1110
CVA Family Office
Colorado
$119K +$119K +1,537 New
FFL
1111
Financial Freedom LLC
Ohio
$118K +$466 +6 +0.4%
BWL
1112
Bogart Wealth LLC
Virginia
$115K +$32.6K +420 +40%
MAWCM
1113
Mine & Arao Wealth Creation & Management
California
$114K +$3.81K +49 +3%
VWWMG
1114
Vermillion & White Wealth Management Group
Pennsylvania
$107K +$107K +1,376 New
MFC
1115
Morris Financial Concepts
South Carolina
$106K
IA
1116
IFP Advisors
Florida
$104K -$29.9K -385 -22%
LWCFA
1117
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K
OLVIG
1118
Oliver Lagore Vanvalin Investment Group
Michigan
$103K -$75.9K -976 -42%
M
1119
MOTCO
Texas
$102K
GEA
1120
Glen Eagle Advisors
New Jersey
$100K
MA
1121
Marquette Associates
Illinois
$97.6K +$97.6K +344 New
EWP
1122
Elevation Wealth Partners
California
$97.2K
CT
1123
Colonial Trust
South Carolina
$97.2K
AIA
1124
Arcadia Investment Advisors
Idaho
$96.4K
CCMI
1125
Creative Capital Management Investments
California
$93.3K