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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 %
PMFA
476
Plante Moran Financial Advisors
Michigan
$1.15M +$91.1K +1,350 +9%
Jane Street
477
Jane Street
New York
$1.15M +$1.15M +16,985 New
WB
478
Webster Bank
Connecticut
$1.14M -$107K -1,584 -9%
WPA
479
West Paces Advisors
Georgia
$1.14M +$3.78K +56 +0.3%
WCWM
480
Wooster Corthell Wealth Management
Connecticut
$1.14M +$441K +6,537 +63%
SB
481
Simmons Bank
Arkansas
$1.14M
PPP
482
Private Portfolio Partners
New Jersey
$1.13M -$10.1K -150 -0.9%
CTA
483
Colonial Trust Advisors
South Carolina
$1.13M
CIBC World Market
484
CIBC World Market
Ontario, Canada
$1.13M +$1.13M +16,774 New
CWM
485
Curi Wealth Management
North Carolina
$1.13M +$5.46K +81 +0.5%
PTC
486
Philadelphia Trust Company
Pennsylvania
$1.12M +$56.2K +833 +5%
WPC
487
White Pine Capital
Minnesota
$1.12M -$115K -1,700 -9%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$1.11M -$4.99K -74 -0.4%
GFWA
489
Grey Fox Wealth Advisors
Delaware
$1.1M +$1.1M +16,345 New
EW
490
Enzi Wealth
Texas
$1.1M -$274K -3,834 -20%
SFA
491
Seneca Financial Advisors
New York
$1.1M -$144K -2,139 -12%
MWM
492
Meridian Wealth Management
Kentucky
$1.09M +$11.9K +177 +1%
BEAM
493
Baker Ellis Asset Management
Washington
$1.08M +$715K +10,600 +194%
ARG
494
Advisory Resource Group
Oklahoma
$1.08M +$41.2K +611 +4%
CHAM
495
Clear Harbor Asset Management
Connecticut
$1.07M +$102K +1,507 +10%
CG
496
Cynosure Group
Utah
$1.07M -$46.9K -695 -4%
VA
497
Valmark Advisers
Ohio
$1.07M +$23.7K +351 +2%
PVAMC
498
PPS&V Asset Management Consultants
Michigan
$1.07M +$1.07M +15,863 New
AIMC
499
Alley Investment Management Company
Illinois
$1.07M -$126K -1,869 -11%
UW
500
Unique Wealth
Florida
$1.06M +$1.06M +15,787 New