IWR icon

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 %
HBW
1176
Hazlett, Burt & Watson
West Virginia
$35K +$154 +2 +0.4%
PCFFS
1177
Pacific Center for Financial Services
California
$34.8K
HGERS
1178
Householder Group Estate & Retirement Specialist
Arizona
$34K -$11.1K -146 -25%
CPA
1179
Clear Point Advisors
New York
$33.6K +$33.6K +432 New
AC
1180
AlphaCore Capital
California
$32.6K
RCM
1181
Raleigh Capital Management
North Carolina
$32.4K
CCA
1182
Criterion Capital Advisors
Tennessee
$32.3K +$32.3K +416 New
MWM
1183
Mascoma Wealth Management
New Hampshire
$31.6K
WWM
1184
Wolff Wiese Magana
California
$30.7K -$16.3K -210 -35%
KFI
1185
Key Financial Inc
Pennsylvania
$30.2K
CPA
1186
Cardiff Park Advisors
California
$29.5K
NCM
1187
Northwest Capital Management
Oregon
$29K +$2.88K +37 +11%
FCAS
1188
First Command Advisory Services
Texas
$28.4K
AAG
1189
Armstrong Advisory Group
Massachusetts
$27.9K
APC
1190
Aspire Private Capital
North Carolina
$27.2K +$27.2K +350 New
SVCP
1191
Silicon Valley Capital Partners
California
$26K +$233 +3 +0.9%
SIC
1192
SJS Investment Consulting
Ohio
$25.3K
TCG
1193
Transcendent Capital Group
Oklahoma
$24K +$24K +309 New
GGI
1194
Godsey & Gibb Inc
Virginia
$23.3K
PFSC
1195
Peoples Financial Services Corp
Pennsylvania
$23.3K
AAP
1196
Arax Advisory Partners
Colorado
$21.8K +$21.8K +281 New
RPCA
1197
Running Point Capital Advisors
California
$20.8K
SMA
1198
Sage Mountain Advisors
Georgia
$20.8K
HWP
1199
Highline Wealth Partners
California
$20.5K
MFT
1200
Moisand Fitzgerald Tamayo
Florida
$20.4K