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iShares Russell Mid-Cap ETF

1,118 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 333 increasing their positions, 406 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.89%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1.01%
New
78
Increased
333
Reduced
406
Closed
68
Calls
$11.5M
Puts
$1.78M
Net Calls
+$9.75M
Net Calls Change
+$7.75M
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
301
Boston Family Office
Massachusetts
$2.54M
CRC
302
Curi RMB Capital
Illinois
$2.54M -$62.4K -892 -2%
NL
303
NVWM LLC
Pennsylvania
$2.54M +$567K +8,108 +29%
FC
304
FCA Corp
Texas
$2.53M -$81.2K -1,162 -3%
LSAG
305
Lake Street Advisors Group
New Hampshire
$2.52M -$35K -500 -1%
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$2.51M -$1.08M -15,376 -30%
Prudential Financial
307
Prudential Financial
New Jersey
$2.51M +$65.2K +932 +3%
PWM
308
Perigon Wealth Management
California
$2.49M -$63.4K -907 -2%
ECM
309
Elgethun Capital Management
South Dakota
$2.48M -$14.3K -205 -0.6%
OIA
310
OneDigital Investment Advisors
Kansas
$2.47M +$8.11K +116 +0.3%
FAG
311
Financial Advisory Group
Texas
$2.47M
SEI Investments
312
SEI Investments
Pennsylvania
$2.46M +$147K +2,107 +6%
DP
313
Denver PWM
Colorado
$2.45M -$303K -4,405 -11%
CD
314
Chapin Davis
Maryland
$2.45M +$33.5K +479 +1%
Bessemer Group
315
Bessemer Group
New Jersey
$2.44M +$66.9K +956 +3%
CTA
316
Chesley Taft & Associates
Illinois
$2.38M -$45.1K -645 -2%
FANJ
317
Financial Architects (New Jersey)
New Jersey
$2.36M +$3.29K +47 +0.1%
AWS
318
Atria Wealth Solutions
New York
$2.34M -$77.4K -1,107 -3%
FMWA
319
Forvis Mazars Wealth Advisors
Missouri
$2.32M -$131K -1,872 -5%
TC
320
Telemus Capital
Michigan
$2.32M -$372K -5,320 -14%
FFS
321
Founders Financial Securities
Maryland
$2.32M +$599K +8,563 +35%
CCG
322
Cypress Capital Group
Florida
$2.31M +$73.7K +1,054 +3%
BBL
323
Beck Bode LLC
Massachusetts
$2.3M +$134K +1,910 +6%
IWM
324
IHT Wealth Management
Illinois
$2.3M +$695K +9,941 +43%
SC
325
SouthState Corp
Florida
$2.3M