IWR icon

iShares Russell Mid-Cap ETF

1,057 hedge funds and large institutions have $19.7B invested in iShares Russell Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 330 increasing their positions, 362 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-18
Holders Change %
-1.67%
% of All Funds
18.28%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
59
Increased
330
Reduced
362
Closed
65
Calls
$9.25M
Puts
$2.11M
Net Calls
+$7.13M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
476
Wipfli Financial Advisors
Wisconsin
$944K +$944K +15,196 New
PWMAG
477
Pinnacle Wealth Management Advisory Group
New Jersey
$938K +$357K +5,740 +61%
DAS
478
Dynamic Advisor Solutions
Arizona
$937K -$1.62K -26 -0.2%
OFG
479
Oxford Financial Group
Indiana
$932K
FPCG
480
Forum Private Client Group
Indiana
$927K
BFC
481
Bedel Financial Consulting
Indiana
$923K +$320K +4,789 +53%
SCA
482
Southern Capital Advisors
Tennessee
$918K +$13.5K +218 +1%
LWM
483
Lyell Wealth Management
California
$898K -$158K -2,550 -15%
CHAM
484
Clear Harbor Asset Management
Connecticut
$895K +$112K +1,796 +14%
PFWA
485
Paces Ferry Wealth Advisors
Georgia
$893K
PA
486
Parallel Advisors
California
$892K -$14.6K -235 -2%
MMG
487
Monetary Management Group
Missouri
$886K
RWM
488
RKL Wealth Management
Pennsylvania
$882K -$33.7K -542 -4%
PIMG
489
Patriot Investment Management Group
Tennessee
$881K -$3.6K -58 -0.4%
MW
490
Marcum Wealth
Ohio
$880K -$48.2K -775 -5%
SAS
491
Sanford Advisory Services
Michigan
$879K +$199K +3,207 +29%
CWM
492
Cornerstone Wealth Management
Missouri
$876K -$7.58K -122 -0.9%
RDFA
493
Ritter Daniher Financial Advisory
Ohio
$874K +$3.04K +49 +0.3%
DC
494
Davenport & Co
Virginia
$857K +$113K +1,823 +15%
VPIM
495
Vanguard Personalized Indexing Management
California
$854K
BBHC
496
Brown Brothers Harriman & Co
New York
$852K +$23.6K +380 +3%
MHS
497
M Holdings Securities
Oregon
$848K -$107K -1,714 -11%
RC
498
Roundview Capital
New Jersey
$845K
NF
499
Nvest Financial
New Hampshire
$844K -$334K -5,380 -28%
LC
500
LCNB Corp
Ohio
$844K