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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 %
HCMT
301
Highland Capital Management (Tennessee)
Tennessee
$2.5M -$5.94K -88 -0.2%
LSAG
302
Lake Street Advisors Group
New Hampshire
$2.47M +$33.7K +500 +1%
GIA
303
Gladstone Institutional Advisory
Florida
$2.47M +$96.2K +1,426 +4%
PWM
304
Perigon Wealth Management
California
$2.46M +$1.2M +17,791 +95%
AI
305
Atria Investments
North Carolina
$2.46M +$45.9K +680 +2%
DTC
306
Davidson Trust Company
Washington
$2.46M
BFO
307
Boston Family Office
Massachusetts
$2.45M -$3.85K -57 -0.2%
PFO
308
Pathstone Family Office
New Jersey
$2.43M +$459K +6,108 +23%
ECM
309
Elgethun Capital Management
South Dakota
$2.39M +$2.08K +31 +0.1%
FAG
310
Financial Advisory Group
Texas
$2.38M
OIA
311
OneDigital Investment Advisors
Kansas
$2.38M +$1.66M +24,616 +232%
FMWA
312
Forvis Mazars Wealth Advisors
Missouri
$2.36M +$30.1K +446 +1%
Prudential Financial
313
Prudential Financial
New Jersey
$2.36M +$93.9K +1,392 +4%
CTA
314
Chesley Taft & Associates
Illinois
$2.34M -$7.42K -110 -0.3%
CD
315
Chapin Davis
Maryland
$2.33M +$2.33M +34,543 New
AWS
316
Atria Wealth Solutions
New York
$2.33M -$15.9K -236 -0.7%
Bessemer Group
317
Bessemer Group
New Jersey
$2.29M +$1.03M +15,238 +81%
CFG
318
Citizens Financial Group
Rhode Island
$2.28M -$18.3K -271 -0.8%
FANJ
319
Financial Architects (New Jersey)
New Jersey
$2.27M +$4.72K +70 +0.2%
DC
320
Davenport & Co
Virginia
$2.25M +$1.32M +19,570 +142%
BIG
321
Builder Investment Group
Georgia
$2.24M +$2.24M +33,242 New
SEI Investments
322
SEI Investments
Pennsylvania
$2.23M +$1.2M +17,770 +116%
VCM
323
Vivaldi Capital Management
Illinois
$2.23M +$9.19K +133 +0.4%
HH
324
Hilltop Holdings
Texas
$2.23M -$7.26M -107,699 -77%
SC
325
SouthState Corp
Florida
$2.21M -$163K -2,411 -7%