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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 %
KAH
376
Kathryn A. Hall
$1.94M
EIG
377
Ellenbecker Investment Group
Wisconsin
$1.92M +$3.65K +50 +0.2%
EWM
378
Evercore Wealth Management
New York
$1.92M -$4.97K -68 -0.3%
FMTC
379
Farmers & Merchants Trust Company
California
$1.92M +$1.97K +27 +0.1%
CWM
380
Calamos Wealth Management
Illinois
$1.91M
RCA
381
Resonant Capital Advisors
Wisconsin
$1.9M -$109K -1,498 -5%
GIM
382
Goelzer Investment Management
Indiana
$1.9M -$21.9K -300 -1%
FBB
383
Fulton Breakefield Broenniman
Maryland
$1.89M -$44.1K -604 -2%
PBO
384
Peoples Bank (Ohio)
Ohio
$1.89M -$118K -1,615 -6%
SFS
385
Summit Financial Strategies
Ohio
$1.88M -$219K -3,003 -10%
FT
386
Fiduciary Trust
Massachusetts
$1.87M -$100K -1,375 -5%
GBT
387
Grove Bank & Trust
Florida
$1.87M
PCIA
388
Prime Capital Investment Advisors
Kansas
$1.87M +$607K +8,314 +48%
MFP
389
Meridian Financial Partners
Virginia
$1.84M +$1.84M +24,462 New
SSWM
390
Smith Salley Wealth Management
North Carolina
$1.84M +$354K +4,843 +24%
NFG
391
Nations Financial Group
Iowa
$1.83M -$1.39K -19 -0.1%
MBT
392
Montecito Bank & Trust
California
$1.82M -$28.5K -390 -2%
EWA
393
EP Wealth Advisors
California
$1.81M +$1.51M +503,113 +504%
CCM
394
Copeland Capital Management
Pennsylvania
$1.81M -$1.99M -27,184 -52%
WANY
395
Wealthspire Advisors (New York)
New York
$1.8M
NSCM
396
New South Capital Management
Tennessee
$1.8M +$1.44M +19,745 +399%
SIC
397
Samalin Investment Counsel
New York
$1.8M +$126K +1,720 +7%
WAM
398
Weatherly Asset Management
California
$1.8M -$35.8K -490 -2%
LT
399
Legacy Trust
Michigan
$1.79M -$94.9K -1,300 -5%
MWM
400
Meridian Wealth Management
Kentucky
$1.77M +$605K +8,280 +52%