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iShares Russell Mid-Cap ETF

1,137 hedge funds and large institutions have $21.9B invested in iShares Russell Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 389 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,137
Holders Change
+80
Holders Change %
+7.57%
% of All Funds
18.34%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.05%
New
148
Increased
389
Reduced
352
Closed
48
Calls
$5.05M
Puts
$3.04M
Net Calls
+$2M
Net Calls Change
-$5.13M
Name Holding Trade Value Shares
Change
Shares
Change %
CWAG
276
Compton Wealth Advisory Group
Virginia
$2.96M -$71.5K -1,060 -2%
PFM
277
Phillips Financial Management
Indiana
$2.95M -$18.8K -278 -0.6%
PCA
278
Pallas Capital Advisors
Massachusetts
$2.9M -$15.1K -214 -0.5%
SFG
279
Summit Financial Group
West Virginia
$2.86M -$146K -2,160 -5%
PGFC
280
Peapack-Gladstone Financial Corp
New Jersey
$2.84M +$298K +4,420 +12%
TCM
281
Twele Capital Management
Minnesota
$2.79M
MWP
282
MYCIO Wealth Partners
Pennsylvania
$2.75M -$541K -8,028 -16%
RWA
283
Ropes Wealth Advisors
Massachusetts
$2.75M
SWM
284
Spire Wealth Management
Virginia
$2.75M +$165K +2,447 +6%
AMG
285
Asset Management Group
Connecticut
$2.73M +$25.2K +373 +0.9%
BFG
286
Baron Financial Group
New Jersey
$2.71M +$411K +6,090 +18%
QCG
287
Quadrant Capital Group
Ohio
$2.71M -$1.01K -15 -0%
GHAM
288
Gilman Hill Asset Management
Connecticut
$2.71M +$542K +8,029 +25%
DP
289
Denver PWM
Colorado
$2.7M +$953K +14,127 +54%
HWM
290
HB Wealth Management
Georgia
$2.69M +$371K +5,503 +16%
IDBONY
291
Israel Discount Bank of New York
New York
$2.66M -$164K -2,430 -6%
CL
292
Choreo LLC
Illinois
$2.65M -$91.9K -1,362 -3%
TC
293
Telemus Capital
Michigan
$2.65M -$41.3K -600 -2%
AL
294
Aspiriant LLC
California
$2.61M -$10.9K -162 -0.4%
MC
295
Middleton & Co
Massachusetts
$2.53M +$5.73K +85 +0.2%
MAM
296
Mastrapasqua Asset Management
Tennessee
$2.53M +$2.53M +37,485 New
GWM
297
Geneos Wealth Management
Colorado
$2.53M +$98.7K +1,464 +4%
HCC
298
Hirtle Callaghan & Co
Pennsylvania
$2.53M -$51.6K -765 -2%
FC
299
FCA Corp
Texas
$2.51M -$115K -1,711 -4%
CRC
300
Curi RMB Capital
Illinois
$2.51M +$15.2K +225 +0.6%