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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 %
HR
1201
Howe & Rusling
New York
$20K -$28.1K -362 -58%
IFAM
1202
Institutional & Family Asset Management
Colorado
$19.9K
IGWM
1203
ICA Group Wealth Management
Colorado
$19.6K +$19.6K +252 New
SIS
1204
Sound Income Strategies
Florida
$18.3K +$18.3K +235 New
LFA
1205
Livelsberger Financial Advisory
Ohio
$17.9K +$17.9K +230 New
WIM
1206
Westside Investment Management
California
$17.7K
GTAM
1207
Global Trust Asset Management
Florida
$17.5K
VL
1208
Vima LLC
Michigan
$17.5K +$17.5K +225 New
OCM
1209
Orion Capital Management
California
$17.4K
ACA
1210
American Capital Advisory
Idaho
$16.4K +$16.4K +211 New
MM
1211
Main Management
California
$16K -$196K -2,450 -92%
MRCM
1212
M&R Capital Management
New Jersey
$15.5K
CPG
1213
Custom Portfolio Group
Colorado
$15.5K +$15.5K +200 New
GCM
1214
Gables Capital Management
Florida
$14.8K
CIR
1215
Clear Investment Research
Georgia
$14.6K +$78 +1 +0.5%
ME
1216
McIlrath & Eck
Washington
$14.1K -$6.84K -88 -33%
EAM
1217
Eukles Asset Management
Ohio
$12.9K +$12.9K +166 New
WBC
1218
West Branch Capital
Massachusetts
$12.5K
TFG
1219
Team Financial Group
California
$11.9K +$78 +1 +0.7%
FCA
1220
FinTrust Capital Advisors
South Carolina
$11.7K
FSWA
1221
Financial Synergies Wealth Advisors
Texas
$11.6K -$14.7K -218 -56%
SA
1222
SRH Advisors
Kansas
$11.2K
WIA
1223
Wetzel Investment Advisors
Indiana
$11K +$11K +137 New
BEI
1224
Benjamin Edwards Inc
Missouri
$10K
NG
1225
NWK Group
California
$9.95K