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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 %
CWA
351
Centennial Wealth Advisory
Michigan
$1.97M -$36.1K -535 -2%
HI
352
Horizon Investments
North Carolina
$1.96M +$755K +11,195 +62%
SFS
353
Summit Financial Strategies
Ohio
$1.96M +$1.56M +23,148 +393%
FMTC
354
Farmers & Merchants Trust Company
California
$1.95M +$170K +2,518 +10%
FRA
355
Frank Rimerman Advisors
California
$1.94M +$7.62K +113 +0.4%
FT
356
Fiduciary Trust
Massachusetts
$1.94M +$877 +13 +0%
PPW
357
Pasadena Private Wealth
California
$1.93M -$5.06K -75 -0.3%
NGA
358
Naples Global Advisors
Florida
$1.92M +$37.6K +557 +2%
MGIA
359
Moneta Group Investment Advisors
Missouri
$1.91M -$161K -2,209 -8%
NL
360
NVWM LLC
Pennsylvania
$1.9M -$312K -4,624 -14%
SCA
361
St. Clair Advisors
Ohio
$1.9M +$14.2K +211 +0.8%
GW
362
GW & Wade
Massachusetts
$1.9M +$63.7K +945 +3%
EI
363
Ellevest Inc
New York
$1.88M
CPIG
364
Chicago Partners Investment Group
Illinois
$1.86M -$94K -1,267 -5%
RCA
365
Resonant Capital Advisors
Wisconsin
$1.86M +$1.25M +18,482 +204%
FC
366
Fulcrum Capital
Washington
$1.85M
BKA
367
Brick & Kyle Associates
Pennsylvania
$1.85M +$4.12K +61 +0.2%
KFP
368
KB Financial Partners
New Jersey
$1.85M +$1.85M +27,381 New
EIG
369
Ellenbecker Investment Group
Wisconsin
$1.84M +$14K +208 +0.8%
HP
370
HT Partners
Connecticut
$1.82M
LC
371
LCNB Corp
Ohio
$1.82M +$901K +13,362 +98%
LWAC
372
Laurel Wealth Advisors (California)
California
$1.81M +$61.2K +907 +3%
AC
373
Abbrea Capital
California
$1.81M +$523K +7,750 +41%
ZB
374
Zions Bancorporation
Utah
$1.8M
FBB
375
Fulton Breakefield Broenniman
Maryland
$1.8M -$9.44K -140 -0.5%