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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 %
IWM
401
IHT Wealth Management
Illinois
$1.55M -$640K -9,494 -29%
SIC
402
Samalin Investment Counsel
New York
$1.55M -$5.33K -79 -0.3%
BBNA
403
Bremer Bank National Association
Minnesota
$1.54M -$4.79K -71 -0.3%
CFGS
404
Concourse Financial Group Securities
Alabama
$1.53M +$2.63K +39 +0.2%
FLPIM
405
F.L. Putnam Investment Management
Massachusetts
$1.52M -$6.75K -100 -0.4%
SFA
406
Sequoia Financial Advisors
Ohio
$1.52M +$243K +3,609 +19%
LC
407
Lindbrook Capital
California
$1.51M +$949K +14,071 +169%
AWM
408
Apollon Wealth Management
South Carolina
$1.51M +$12.2K +181 +0.8%
CCWA
409
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.5M +$1.5M +22,266 New
PCIA
410
Prime Capital Investment Advisors
Kansas
$1.48M +$601K +8,904 +68%
EWA
411
EP Wealth Advisors
California
$1.48M -$23.3K -346 -2%
CPSC
412
Carl P. Sherr & Co
Massachusetts
$1.48M +$426K +6,315 +40%
AAS
413
Asset Allocation Strategies
Michigan
$1.47M +$1.47M +21,782 New
RhumbLine Advisers
414
RhumbLine Advisers
Massachusetts
$1.47M -$1.99M -29,480 -58%
AA
415
Ancora Advisors
Ohio
$1.46M -$18.6K -276 -1%
HAFS
416
Hapanowicz & Associates Financial Services
Pennsylvania
$1.45M -$20.1K -298 -1%
OLA
417
Oliver Luxxe Assets
New Jersey
$1.44M -$3.17K -47 -0.2%
CFP
418
Catalyst Financial Partners
Massachusetts
$1.44M +$1.44M +21,307 New
GVAG
419
Great Valley Advisor Group
Delaware
$1.43M -$25.2K -374 -2%
BFM
420
Boston Financial Management
Massachusetts
$1.42M -$5.12M -75,844 -78%
FPGK
421
Financial Partners Group (Kansas)
Kansas
$1.41M -$114K -1,548 -7%
VFA
422
Valeo Financial Advisors
Indiana
$1.41M +$4.11K +61 +0.3%
WF
423
Welch & Forbes
Massachusetts
$1.4M +$269K +3,981 +24%
SSWM
424
Smith Salley Wealth Management
North Carolina
$1.39M +$652K +9,660 +88%
Lido Advisors
425
Lido Advisors
California
$1.39M +$164K +2,436 +13%