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iShares Russell Mid-Cap ETF

1,138 hedge funds and large institutions have $22B invested in iShares Russell Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 342 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.14%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
80
Increased
340
Reduced
342
Closed
66
Calls
$12.4M
Puts
$1.79M
Net Calls
+$10.6M
Net Calls Change
-$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
401
Financial Engines Advisors
California
$1.76M -$584K -8,403 -25%
EWA
402
EP Wealth Advisors
California
$1.75M -$40M -577,573 -96%
LGWM
403
Litman Gregory Wealth Management
California
$1.73M +$1.73M +24,925 New
VFA
404
Valeo Financial Advisors
Indiana
$1.72M +$232K +3,356 +16%
WAM
405
Weatherly Asset Management
California
$1.68M -$30.6K -440 -2%
KWM
406
Kingsview Wealth Management
Oregon
$1.68M +$413K +5,967 +33%
NFG
407
Nations Financial Group
Iowa
$1.68M -$52.4K -756 -3%
CRWM
408
Castle Rock Wealth Management
California
$1.68M +$117K +1,706 +7%
MBT
409
Montecito Bank & Trust
California
$1.64M -$81.8K -1,181 -5%
LC
410
LCNB Corp
Ohio
$1.63M -$1.11K -16 -0.1%
EARNEST Partners
411
EARNEST Partners
Georgia
$1.62M +$560K +8,082 +53%
VVP
412
Venture Visionary Partners
Ohio
$1.62M -$3.88K -56 -0.2%
NGA
413
Naples Global Advisors
Florida
$1.6M +$14.3K +205 +0.9%
RhumbLine Advisers
414
RhumbLine Advisers
Massachusetts
$1.59M +$337K +4,866 +27%
LT
415
Legacy Trust
Michigan
$1.58M -$109K -1,570 -6%
VA
416
Valmark Advisers
Ohio
$1.58M +$385K +5,554 +32%
MA
417
MBA Advisors
Pennsylvania
$1.57M -$34.6K -500 -2%
BBNA
418
Bremer Bank National Association
Minnesota
$1.57M -$5.75K -83 -0.4%
OLA
419
Oliver Luxxe Assets
New Jersey
$1.57M -$60.4K -872 -4%
AA
420
Ancora Advisors
Ohio
$1.57M
AWM
421
Apollon Wealth Management
South Carolina
$1.56M -$8.38K -121 -0.5%
NF
422
Nvest Financial
New Hampshire
$1.55M +$65.6K +947 +4%
AI
423
Atria Investments
North Carolina
$1.52M -$90.9K -1,313 -6%
LC
424
Lindbrook Capital
California
$1.52M -$331K -4,779 -18%
LBC
425
Lowe Brockenbrough & Co
Virginia
$1.49M