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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 %
MW
426
MBL Wealth
North Carolina
$1.47M -$25.9K -355 -2%
BFM
427
Boston Financial Management
Massachusetts
$1.46M -$75.3K -1,031 -5%
HIMC
428
Heritage Investors Management Corp
Maryland
$1.46M -$2.92K -40 -0.2%
PFS
429
Prospera Financial Services
Texas
$1.45M -$102K -1,401 -7%
PIA
430
Perennial Investment Advisors
California
$1.44M
NCG
431
Newport Capital Group
New Jersey
$1.43M +$1.43M +19,538 New
FPGK
432
Financial Partners Group (Kansas)
Kansas
$1.43M +$5.11K +69 +0.4%
MG
433
Mather Group
Illinois
$1.42M -$12.4K -170 -0.9%
Lazard Asset Management
434
Lazard Asset Management
New York
$1.42M
FTUS
435
Flow Traders U.S.
New York
$1.42M +$1.42M +19,428 New
BTW
436
Boston Trust Walden
Massachusetts
$1.42M
PA
437
Procyon Advisors
Connecticut
$1.39M -$11.8K -161 -0.8%
WPC
438
Waters Parkerson & Co
Louisiana
$1.38M
CG
439
Cynosure Group
Utah
$1.37M +$211K +2,889 +18%
LB
440
Leo Brokerage
Texas
$1.37M +$3.65K +50 +0.3%
UW
441
Unique Wealth
Florida
$1.36M +$74.3K +1,017 +6%
State Street
442
State Street
Massachusetts
$1.36M +$43.8K +600 +3%
PA
443
Pinnacle Associates
New York
$1.35M
SMC
444
Smith, Moore & Co
Missouri
$1.35M -$22.6K -310 -2%
BTI
445
Blue Trust Inc
Georgia
$1.35M -$85.3K -1,219 -6%
KWM
446
Kingsview Wealth Management
Oregon
$1.34M +$31.7K +434 +2%
FCI
447
Financial Counselors Inc
Kansas
$1.33M -$41K -562 -3%
FWM
448
FMB Wealth Management
California
$1.33M +$31.5K +432 +2%
HF
449
Halpern Financial
Virginia
$1.33M
SCA
450
Sage Capital Advisors
South Dakota
$1.32M -$8.55K -117 -0.6%