IWR icon

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 %
CRC
301
Curi RMB Capital
Illinois
$2.62M -$29.4K -403 -1%
DP
302
Denver PWM
Colorado
$2.62M +$23.6K +324 +0.9%
SHWM
303
Smith & Howard Wealth Management
Georgia
$2.62M -$141K -1,937 -5%
Prudential Financial
304
Prudential Financial
New Jersey
$2.6M -$18.4K -252 -0.7%
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$2.59M -$25.9K -355 -1%
ECM
306
Elgethun Capital Management
South Dakota
$2.59M +$584 +8 +0%
Principal Financial Group
307
Principal Financial Group
Iowa
$2.59M +$440K +6,029 +21%
FAG
308
Financial Advisory Group
Texas
$2.58M
OIA
309
OneDigital Investment Advisors
Kansas
$2.57M -$13.4K -184 -0.5%
CD
310
Chapin Davis
Maryland
$2.54M -$16.4K -224 -0.6%
IDBONY
311
Israel Discount Bank of New York
New York
$2.53M -$284K -3,883 -10%
HH
312
Hilltop Holdings
Texas
$2.53M -$5.91M -80,986 -70%
BFO
313
Boston Family Office
Massachusetts
$2.51M -$146K -2,000 -6%
FC
314
FCA Corp
Texas
$2.5M -$140K -1,913 -5%
Financial Engines Advisors
315
Financial Engines Advisors
California
$2.46M -$1.56M -21,300 -39%
NL
316
NVWM LLC
Pennsylvania
$2.44M -$214K -2,936 -8%
FANJ
317
Financial Architects (New Jersey)
New Jersey
$2.43M -$33.3K -456 -1%
GIA
318
Gladstone Institutional Advisory
Florida
$2.43M -$447K -6,117 -16%
DI
319
DAGCO Inc
Ohio
$2.42M -$531K -7,266 -18%
TC
320
Telemus Capital
Michigan
$2.41M -$11.1K -152 -0.5%
FMWA
321
Forvis Mazars Wealth Advisors
Missouri
$2.41M -$12.1K -165 -0.5%
FUBT
322
First United Bank & Trust
Maryland
$2.4M +$265K +3,631 +12%
HTC
323
Haverford Trust Company
Pennsylvania
$2.39M -$931K -12,744 -28%
AFC
324
AFT Forsyth & Company
Florida
$2.37M +$198K +2,705 +9%
WA
325
Waverly Advisors
Alabama
$2.36M +$24.2K +331 +1%