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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 %
KAH
376
Kathryn A. Hall
$1.79M
MBT
377
Montecito Bank & Trust
California
$1.78M -$9.04K -134 -0.5%
EWM
378
Evercore Wealth Management
New York
$1.78M -$20.8K -308 -1%
GIM
379
Goelzer Investment Management
Indiana
$1.77M -$9.44K -140 -0.5%
CWM
380
Calamos Wealth Management
Illinois
$1.76M +$444K +6,581 +34%
ASN
381
Advisory Services Network
Georgia
$1.76M +$284K +4,207 +19%
GBT
382
Grove Bank & Trust
Florida
$1.73M -$37.4K -555 -2%
DWM
383
Dakota Wealth Management
Florida
$1.72M -$298K -4,424 -15%
SWM
384
Southern Wealth Management
Texas
$1.72M -$69.1K -1,025 -4%
MA
385
MBA Advisors
Pennsylvania
$1.7M -$11.7K -173 -0.7%
NFG
386
Nations Financial Group
Iowa
$1.7M +$43.9K +651 +3%
WAM
387
Weatherly Asset Management
California
$1.7M -$8.77K -130 -0.5%
WANY
388
Wealthspire Advisors (New York)
New York
$1.7M -$59.6K -883 -3%
LT
389
Legacy Trust
Michigan
$1.67M +$1.67M +24,815 New
ECM
390
Evergreen Capital Management
Washington
$1.67M
VVP
391
Venture Visionary Partners
Ohio
$1.66M -$40.1K -595 -2%
FFS
392
Founders Financial Securities
Maryland
$1.66M +$577K +8,553 +53%
SC
393
Sepio Capital
Utah
$1.64M +$1.64M +24,294 New
NWM
394
NEIRG Wealth Management
Massachusetts
$1.62M -$1.41M -20,964 -47%
CRWM
395
Castle Rock Wealth Management
California
$1.61M -$110K -1,517 -6%
SWA
396
SOA Wealth Advisors
New York
$1.58M +$100K +1,490 +7%
LW
397
Linscomb Wealth
Texas
$1.58M -$215K -3,187 -12%
SAG
398
SageView Advisory Group
California
$1.57M +$1.57M +23,316 New
FC
399
Financial Consulate
Maryland
$1.57M +$1.57M +23,256 New
BFEC
400
Benjamin F. Edwards & Company
Missouri
$1.55M -$129K -1,915 -8%