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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 %
CWM
476
Curi Wealth Management
North Carolina
$1.23M +$3.29K +45 +0.3%
PTC
477
Philadelphia Trust Company
Pennsylvania
$1.22M
WB
478
Webster Bank
Connecticut
$1.2M
PMFA
479
Plante Moran Financial Advisors
Michigan
$1.19M -$59.3K -812 -5%
RWB
480
RMR Wealth Builders
New Jersey
$1.18M +$90K +1,232 +8%
SIM
481
Stratos Investment Management
Ohio
$1.18M -$52.3K -716 -4%
PFO
482
Pathstone Family Office
New Jersey
$1.18M
BEAM
483
Baker Ellis Asset Management
Washington
$1.17M
PVAMC
484
PPS&V Asset Management Consultants
Michigan
$1.16M +$1.68K +23 +0.1%
DWT
485
Dorsey & Whitney Trust
South Dakota
$1.16M -$58.8K -805 -5%
HWA
486
Heritage Wealth Advisors
Virginia
$1.15M
IA
487
IFG Advisors
Missouri
$1.14M +$2.92K +40 +0.3%
MA
488
MONECO Advisors
Connecticut
$1.13M -$70.4K -964 -6%
BFC
489
Bedel Financial Consulting
Indiana
$1.13M -$276K -3,774 -20%
JPG
490
Jordan Park Group
California
$1.13M +$145K +1,987 +15%
WFA
491
WestHill Financial Advisors
California
$1.12M +$7.3K +100 +0.7%
WPA
492
West Paces Advisors
Georgia
$1.12M
PI
493
PFG Investments
New York
$1.12M +$784K +10,739 +235%
CGA
494
Crescent Grove Advisors
Illinois
$1.12M -$98.8K -1,353 -8%
EARNEST Partners
495
EARNEST Partners
Georgia
$1.12M +$429K +5,872 +62%
MMG
496
Monetary Management Group
Missouri
$1.11M +$18.3K +250 +2%
GVAG
497
Great Valley Advisor Group
Delaware
$1.1M -$21.5K -294 -2%
OFG
498
Oxford Financial Group
Indiana
$1.1M
Charles Schwab
499
Charles Schwab
California
$1.1M -$212K -2,900 -16%
SFWC
500
Strategic Family Wealth Counselors
New Jersey
$1.09M -$146 -2 -0%