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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 %
LWM
151
LJI Wealth Management
Indiana
$10.5M -$21.5K -276 -0.2%
AWE
152
Avidian Wealth Enterprises
Texas
$10.2M -$101K -1,294 -1%
CAM
153
Cresset Asset Management
Illinois
$10.1M -$211K -2,720 -2%
PG
154
Proffitt & Goodson
Tennessee
$10.1M -$66.5K -856 -0.7%
FHA
155
First Horizon Advisors
Tennessee
$9.98M +$301K +3,878 +3%
CA
156
Clearstead Advisors
Ohio
$9.9M -$10.2M -130,756 -51%
AllianceBernstein
157
AllianceBernstein
Tennessee
$9.88M +$4.21M +54,137 +74%
Lido Advisors
158
Lido Advisors
California
$9.84M +$96.8K +1,245 +1%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$9.77M -$1.52M -19,579 -13%
SAM
160
Sawgrass Asset Management
Florida
$9.66M +$1.47M +18,896 +18%
WB
161
West Bancorporation
Iowa
$9.42M +$28.9K +372 +0.3%
RJT
162
Raymond James Trust
Florida
$9.36M -$42.1K -542 -0.4%
CFA
163
Cahill Financial Advisors
Minnesota
$9.34M +$296K +3,809 +3%
NP
164
NorthRock Partners
Minnesota
$9.02M +$8.74M +112,438 +3,077%
ATPW
165
Ashton Thomas Private Wealth
Arizona
$8.98M +$55.3K +712 +0.6%
UWPG
166
Ullmann Wealth Partners Group
Florida
$8.98M -$215K -2,771 -2%
CAM
167
Campion Asset Management
Virginia
$8.88M +$8.4K +108 +0.1%
MNBTD
168
Moody National Bank Trust Division
Texas
$8.86M +$312K +4,011 +4%
EARNEST Partners
169
EARNEST Partners
Georgia
$8.77M +$6.95M +89,423 +383%
FNT
170
First National Trust
Pennsylvania
$8.74M +$164K +2,109 +2%
SWP
171
Summit Wealth Partners
Florida
$8.61M -$178K -2,295 -2%
FNFDCM
172
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.43M -$103K -1,327 -1%
SIG
173
Stonegate Investment Group
Alabama
$8.42M -$11.7K -150 -0.1%
9WM
174
9258 Wealth Management
Ohio
$8.22M +$268K +3,451 +3%
TPI
175
Trust Point Inc
Wisconsin
$8.18M +$8.18M +105,284 New