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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 %
SC
326
SouthState Corp
Florida
$2.36M -$42.4K -581 -2%
JWCA
327
J.W. Cole Advisors
Florida
$2.33M +$57.5K +788 +3%
GRP
328
Global Retirement Partners
California
$2.33M +$1.35M +18,501 +138%
BIG
329
Builder Investment Group
Georgia
$2.33M
BBL
330
Beck Bode LLC
Massachusetts
$2.3M -$108K -1,473 -4%
ACA
331
Anchor Capital Advisors
Massachusetts
$2.29M -$4.09K -56 -0.2%
AIM
332
Allen Investment Management
New York
$2.27M
SAG
333
SageView Advisory Group
California
$2.26M +$908K +12,435 +67%
MCWS
334
McKinley Carter Wealth Services
West Virginia
$2.24M +$73 +1 +0%
CAM
335
Cozad Asset Management
Illinois
$2.24M +$1.1K +15 +0%
HI
336
Horizon Investments
North Carolina
$2.24M -$506K -6,928 -18%
TA
337
TFB Advisors
Kansas
$2.22M +$2.22M +30,459 New
GFG
338
Goldstone Financial Group
Illinois
$2.21M +$607K +8,316 +38%
ECM
339
Evergreen Capital Management
Washington
$2.2M
PWM
340
Perigon Wealth Management
California
$2.18M -$417K -5,713 -16%
FWP
341
FAS Wealth Partners
Kansas
$2.18M -$803 -11 -0%
PFA
342
Pathway Financial Advisors
Vermont
$2.17M
Allspring Global Investments
343
Allspring Global Investments
North Carolina
$2.16M -$50.3K -689 -2%
EK
344
Evensky & Katz
Florida
$2.16M +$4.97K +68 +0.2%
SWA
345
SOA Wealth Advisors
New York
$2.15M +$437K +5,981 +25%
CWA
346
Centennial Wealth Advisory
Michigan
$2.14M -$37.7K -516 -2%
FCP
347
Fidelis Capital Partners
Florida
$2.13M
CFG
348
Citizens Financial Group
Rhode Island
$2.11M -$5.4K -74 -0.3%
FRA
349
Frank Rimerman Advisors
California
$2.11M +$2.19K +30 +0.1%
AAS
350
Asset Allocation Strategies
Michigan
$2.1M +$1.73M +23,643 +457%