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iShares Russell Mid-Cap ETF

1,141 hedge funds and large institutions have $22.9B invested in iShares Russell Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 411 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
17.99%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
1.01%
New
80
Increased
340
Reduced
411
Closed
45
Calls
$16.1M
Puts
$1.68M
Net Calls
+$14.4M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
276
TD Private Client Wealth
New York
$3.16M +$140K +1,916 +5%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$3.13M +$1.53M +20,945 +96%
KAM
278
Knightsbridge Asset Management
California
$3.05M -$2.8M -38,404 -48%
PGFC
279
Peapack-Gladstone Financial Corp
New Jersey
$3.04M -$14.2K -195 -0.5%
SWM
280
Spire Wealth Management
Virginia
$3.02M +$27.5K +377 +0.9%
FPCP
281
Fort Point Capital Partners
California
$3.01M +$1.2M +16,432 +66%
IWM
282
IHT Wealth Management
Illinois
$3M +$603K +8,260 +25%
IWC
283
Integrated Wealth Concepts
Massachusetts
$2.98M -$152K -2,077 -5%
SFG
284
Summit Financial Group
West Virginia
$2.97M -$131K -1,795 -4%
CL
285
Choreo LLC
Illinois
$2.95M -$55.3K -757 -2%
AMG
286
Asset Management Group
Connecticut
$2.93M -$29.2K -400 -1%
MWP
287
MYCIO Wealth Partners
Pennsylvania
$2.93M +$4.46K +61 +0.2%
GHAM
288
Gilman Hill Asset Management
Connecticut
$2.91M
HWM
289
HB Wealth Management
Georgia
$2.89M +$20.4K +280 +0.7%
QCG
290
Quadrant Capital Group
Ohio
$2.83M -$32K -438 -1%
AL
291
Aspiriant LLC
California
$2.81M -$13.7K -188 -0.5%
RWA
292
Ropes Wealth Advisors
Massachusetts
$2.8M -$110K -1,500 -4%
DTC
293
Davidson Trust Company
Washington
$2.8M +$39.1K +535 +1%
MC
294
Middleton & Co
Massachusetts
$2.75M +$14.6K +200 +0.5%
GWM
295
Geneos Wealth Management
Colorado
$2.72M +$8.25K +113 +0.3%
CCG
296
Cypress Capital Group
Florida
$2.7M +$288K +3,950 +12%
PFM
297
Phillips Financial Management
Indiana
$2.69M -$497K -6,807 -16%
HCMT
298
Highland Capital Management (Tennessee)
Tennessee
$2.65M -$60.2K -824 -2%
CC
299
Courier Capital
New York
$2.64M +$248K +3,400 +10%
LSAG
300
Lake Street Advisors Group
New Hampshire
$2.64M