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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 %
NL
351
NWAM LLC
Washington
$2.1M +$35.6K +488 +2%
PPW
352
Pasadena Private Wealth
California
$2.08M -$4.89K -67 -0.2%
CPSC
353
Carl P. Sherr & Co
Massachusetts
$2.08M +$349K +4,773 +20%
AP
354
Appleton Partners
Massachusetts
$2.07M -$102K -1,400 -5%
CTA
355
Chesley Taft & Associates
Illinois
$2.06M -$424K -5,800 -17%
ASN
356
Advisory Services Network
Georgia
$2.05M +$26.1K +357 +1%
BB
357
Busey Bank
Illinois
$2.05M -$20.7K -283 -1%
CPIG
358
Chicago Partners Investment Group
Illinois
$2.04M +$164K +2,194 +9%
EI
359
Ellevest Inc
New York
$2.04M
KPWS
360
Kestra Private Wealth Services
Texas
$2.02M +$416K +5,700 +26%
RIS
361
Retirement Income Solutions
Michigan
$2M
Susquehanna International Group
362
Susquehanna International Group
Pennsylvania
$2M -$150K -2,055 -7%
FC
363
Fulcrum Capital
Washington
$2M -$7.89K -108 -0.4%
SPC
364
Sigma Planning Corp
Michigan
$2M -$284K -3,887 -12%
GW
365
GW & Wade
Massachusetts
$1.99M -$65.6K -898 -3%
SFA
366
Sequoia Financial Advisors
Ohio
$1.98M +$388K +5,315 +24%
PGF
367
Plan Group Financial
Oklahoma
$1.98M +$1.98M +27,098 New
FFS
368
Founders Financial Securities
Maryland
$1.98M -$441K -6,033 -18%
SCA
369
St. Clair Advisors
Ohio
$1.97M -$73K -1,000 -4%
TF
370
TimeScale Financial
Massachusetts
$1.97M -$21.1K -289 -1%
HP
371
HT Partners
Connecticut
$1.97M
BKA
372
Brick & Kyle Associates
Pennsylvania
$1.97M -$28.7K -394 -1%
AC
373
Abbrea Capital
California
$1.96M +$36.9K +505 +2%
ZB
374
Zions Bancorporation
Utah
$1.95M
LC
375
Lindbrook Capital
California
$1.95M -$54.8K -750 -3%