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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 %
MGIA
176
Moneta Group Investment Advisors
Missouri
$8.16M +$1.03M +13,263 +14%
MWA
177
Moser Wealth Advisors
Washington
$8.16M -$316K -4,062 -4%
EH
178
Equitable Holdings
New York
$8.04M -$165K -2,125 -2%
NW
179
NewEdge Wealth
Pennsylvania
$8M +$3.66M +47,091 +84%
SWM
180
Shelton Wealth Management
Texas
$7.95M -$2.28M -29,290 -22%
SDWMA
181
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.94M -$242K -3,107 -3%
BJL
182
Brighton Jones LLC
Washington
$7.79M -$83.8K -1,078 -1%
VCA
183
Verdence Capital Advisors
Maryland
$7.61M +$1.29M +16,612 +20%
FB
184
Fulton Bank
Pennsylvania
$7.58M -$124K -1,599 -2%
LPAM
185
Lodestar Private Asset Management
California
$7.52M -$1.1M -14,191 -13%
LSPW
186
Lake Street Private Wealth
Illinois
$7.38M +$58.7K +755 +0.8%
TMWM
187
Taylor & Morgan Wealth Management
Michigan
$7.33M +$263K +3,379 +4%
FSC
188
Full Sail Capital
Oklahoma
$7.32M -$943K -12,130 -11%
GT
189
Glenmede Trust
Pennsylvania
$7.28M +$5.05K +65 +0.1%
AFG
190
ABLE Financial Group
Arizona
$7.19M +$431K +5,548 +6%
FMC
191
First Merchants Corp
Indiana
$7.17M -$71.3K -918 -1%
FCP
192
Fidelis Capital Partners
Florida
$7.15M +$4.88M +62,799 +215%
Citigroup
193
Citigroup
New York
$7.12M +$302K +3,887 +4%
IC
194
IEQ Capital
California
$7M -$101K -1,304 -1%
DT
195
Diversified Trust
Tennessee
$6.89M +$207K +2,668 +3%
FWM
196
FFT Wealth Management
Pennsylvania
$6.86M
SQA
197
Simon Quick Advisors
New Jersey
$6.85M -$132K -1,695 -2%
RPC
198
Rossmore Private Capital
Connecticut
$6.74M -$71.3K -917 -1%
CCM
199
Copeland Capital Management
Pennsylvania
$6.73M +$1.82M +23,419 +37%
BWFA
200
Baltimore-Washington Financial Advisors
Maryland
$6.73M +$2.57K +33 +0%