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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 %
RSWM
126
Robertson Stephens Wealth Management
California
$13.9M -$1.09M -14,018 -7%
Kayne Anderson Rudnick Investment Management
127
Kayne Anderson Rudnick Investment Management
California
$13.8M -$1.83M -23,590 -12%
SFP
128
Strategic Financial Partners
Oregon
$13.8M -$3.53M -45,454 -20%
PFM
129
Patton Fund Management
Texas
$13.6M -$232K -2,990 -2%
CANC
130
Culbertson A N & Co
Virginia
$13.5M -$66.5K -855 -0.5%
BA
131
Bristlecone Advisors
Washington
$13.4M +$24.3K +313 +0.2%
BC
132
Bartlett & Co
Ohio
$13.3M +$3.2M +40,826 +32%
BCWM
133
Bartlett & Co Wealth Management
Ohio
$13.3M +$3.2M +40,826 +32%
GLA
134
Great Lakes Advisors
Illinois
$13.1M +$6.5M +83,629 +99%
BFS
135
Bradley Foster & Sargent
Connecticut
$12.5M -$475K -6,111 -4%
SC
136
Steph & Co
Wisconsin
$12M +$286K +3,674 +2%
WT
137
Whittier Trust
California
$12M +$220K +2,829 +2%
OCM
138
One Capital Management
California
$11.8M -$187K -2,406 -2%
CFO
139
Callan Family Office
Pennsylvania
$11.8M -$103K -1,325 -0.9%
FCBT
140
First Citizens Bank & Trust
North Carolina
$11.6M +$1.03M +13,295 +10%
ONB
141
Old National Bancorp
Indiana
$11.5M -$357K -4,588 -3%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$11.5M +$5.7M +73,272 +98%
WTB
143
Washington Trust Bank
Washington
$11.3M
William Blair & Company
144
William Blair & Company
Illinois
$11.2M +$845K +10,874 +8%
CWM
145
CCG Wealth Management
California
$11M -$1.02M -13,139 -8%
WANY
146
Wealthspire Advisors (New York)
New York
$10.8M +$350K +4,505 +3%
BSW
147
Buckingham Strategic Wealth
Missouri
$10.7M -$524K -6,737 -5%
B
148
Bailard
California
$10.7M -$220K -2,825 -2%
Charles Schwab
149
Charles Schwab
California
$10.6M -$2.09M -26,946 -17%
FF
150
Fox Financial
Pennsylvania
$10.5M +$10.5M +135,005 New