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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 %
BC
1151
Barrett & Company
Rhode Island
$58.2K
WTA
1152
Washington Trust Advisors
Massachusetts
$55.3K
NMM
1153
Naples Money Management
Florida
$54.4K +$54.4K +700 New
CMA
1154
Cedar Mountain Advisors
Oregon
$51.4K
CAS
1155
Coppell Advisory Solutions
Texas
$49.8K +$49.8K +641 New
BWM
1156
BKM Wealth Management
Wisconsin
$49.4K +$49.4K +635 New
RIM
1157
Rockbridge Investment Management
New York
$49.1K +$49.1K +632 New
CAM
1158
Creekmur Asset Management
Illinois
$48.9K +$48.9K +629 New
GWSG
1159
GPS Wealth Strategies Group
Colorado
$47.9K
FWM
1160
Focused Wealth Management
New York
$47.7K +$78 +1 +0.2%
MFA
1161
Morling Financial Advisors
California
$47.6K
NMG
1162
New Millennium Group
Utah
$44.2K -$777 -10 -2%
SAM
1163
Smartleaf Asset Management
Massachusetts
$42.6K +$42.6K +543 New
PFBT
1164
Parkside Financial Bank & Trust
Missouri
$41.7K -$218K -2,807 -84%
BCMLT
1165
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.6K
SA
1166
Scarborough Advisors
Maryland
$40.4K +$40.4K +519 New
POIA
1167
Pin Oak Investment Advisors
Texas
$39K
BONH
1168
Bank of New Hampshire
New Hampshire
$38.9K
NSG
1169
Nalls Sherbakoff Group
Tennessee
$38.6K
AWM
1170
AllSquare Wealth Management
New York
$37.3K
RCM
1171
Robinson Capital Management
Michigan
$36.9K +$36.9K +475 New
BAM
1172
Bellevue Asset Management
Washington
$36.6K +$14.8K +190 +68%
RA
1173
Rise Advisors
New York
$35.9K +$311 +4 +0.9%
AWM
1174
Atticus Wealth Management
Florida
$35.4K +$8.63K +111 +32%
SC
1175
Stephens Consulting
Michigan
$35.1K