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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 %
1WM
426
1900 Wealth Management
Texas
$1.39M
MW
427
MBL Wealth
North Carolina
$1.39M -$21.9K -325 -2%
LB
428
Legacy Bridge
Iowa
$1.35M
TWA
429
TPB Wealth Advisors
Texas
$1.35M
HIMC
430
Heritage Investors Management Corp
Maryland
$1.35M +$26K +385 +2%
NCG
431
Newport Capital Group
New Jersey
$1.35M -$1.4M -20,732 -51%
ELI
432
Empire Life Investments
Ontario, Canada
$1.35M +$13.5K +200 +1%
NCM
433
NCM Capital Management
New Jersey
$1.33M -$4.79K -71 -0.4%
SMC
434
Smith, Moore & Co
Missouri
$1.33M -$84.2K -1,249 -6%
MG
435
Mather Group
Illinois
$1.32M -$131K -1,944 -9%
IA
436
IFP Advisors
Florida
$1.32M -$89.9K -422 -6%
Lazard Asset Management
437
Lazard Asset Management
New York
$1.31M
BTW
438
Boston Trust Walden
Massachusetts
$1.31M
LL
439
LPWM LLC
Minnesota
$1.31M -$234K -3,359 -15%
CGPCS
440
Capital Group Private Client Services
California
$1.3M +$8.5K +126 +0.7%
PA
441
Procyon Advisors
Connecticut
$1.3M
DWT
442
Dorsey & Whitney Trust
South Dakota
$1.29M -$145K -2,150 -10%
RMDI
443
R.M. Davis Inc
Maine
$1.29M -$12.8K -190 -1%
SI
444
Saxon Interests
Texas
$1.29M +$71.6K +1,035 +6%
WPC
445
Waters Parkerson & Co
Louisiana
$1.29M
PA
446
Pinnacle Associates
New York
$1.27M -$404K -5,995 -24%
SCA
447
Sage Capital Advisors
South Dakota
$1.25M -$20.6K -305 -2%
FCI
448
Financial Counselors Inc
Kansas
$1.24M +$51.8K +768 +4%
PAG
449
Private Advisor Group
New Jersey
$1.24M -$49.2K -7,340 -4%
SC
450
Savant Capital
Illinois
$1.23M +$478K +7,148 +63%