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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 %
PCA
401
Pallas Capital Advisors
Massachusetts
$1.76M -$1.31M -17,459 -43%
LC
402
LCNB Corp
Ohio
$1.72M -$7.3K -100 -0.4%
OLA
403
Oliver Luxxe Assets
New Jersey
$1.72M -$101K -1,388 -6%
VVP
404
Venture Visionary Partners
Ohio
$1.71M +$73.1K +1,001 +4%
MA
405
MBA Advisors
Pennsylvania
$1.7M -$74K -1,013 -4%
AI
406
Atria Investments
North Carolina
$1.7M +$364K +4,988 +27%
NGA
407
Naples Global Advisors
Florida
$1.67M -$166K -2,273 -9%
BBNA
408
Bremer Bank National Association
Minnesota
$1.67M +$2.56K +35 +0.2%
CRWM
409
Castle Rock Wealth Management
California
$1.66M -$16.8K -231 -1%
AA
410
Ancora Advisors
Ohio
$1.65M +$52.3K +716 +3%
AWM
411
Apollon Wealth Management
South Carolina
$1.65M +$4.38K +60 +0.3%
Bessemer Group
412
Bessemer Group
New Jersey
$1.63M -$924K -12,643 -36%
MAA
413
Matrix Asset Advisors
New York
$1.62M +$355K +4,862 +28%
VCM
414
Vivaldi Capital Management
Illinois
$1.6M
HAFS
415
Hapanowicz & Associates Financial Services
Pennsylvania
$1.58M -$10.6K -145 -0.7%
VFA
416
Valeo Financial Advisors
Indiana
$1.57M +$15.8K +216 +1%
LBC
417
Lowe Brockenbrough & Co
Virginia
$1.57M
NF
418
Nvest Financial
New Hampshire
$1.56M +$118K +1,616 +8%
1WM
419
1900 Wealth Management
Texas
$1.53M +$25.7K +352 +2%
VWM
420
Venturi Wealth Management
Texas
$1.52M +$1.15M +15,773 +310%
WF
421
Welch & Forbes
Massachusetts
$1.51M
LB
422
Legacy Bridge
Iowa
$1.51M +$43.8K +600 +3%
FLPIM
423
F.L. Putnam Investment Management
Massachusetts
$1.5M -$236K -3,231 -14%
CFP
424
Catalyst Financial Partners
Massachusetts
$1.5M -$170K -2,327 -10%
LW
425
Linscomb Wealth
Texas
$1.49M -$120K -1,638 -7%