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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 %
MAA
501
Matrix Asset Advisors
New York
$1.06M +$655K +9,713 +160%
WWA
502
WC Walker & Associates
California
$1.06M -$11.5K -161 -1%
WFA
503
WestHill Financial Advisors
California
$1.06M -$8.97K -133 -0.8%
HWA
504
Heritage Wealth Advisors
Virginia
$1.04M +$13.5K +200 +1%
IA
505
IFG Advisors
Missouri
$1.04M +$2.43K +36 +0.2%
NEGWA
506
New England Guild Wealth Advisors
Connecticut
$1.04M
1SB
507
1ST Source Bank
Indiana
$1.04M
SAS
508
Sanford Advisory Services
Michigan
$1.03M +$74K +1,097 +8%
FPCG
509
Forum Private Client Group
Indiana
$1.02M +$17.9K +265 +2%
Charles Schwab
510
Charles Schwab
California
$1.02M +$155K +2,300 +18%
OFG
511
Oxford Financial Group
Indiana
$1.01M
MPCG
512
Matrix Private Capital Group
New York
$1.01M -$24.5K -363 -2%
RWB
513
RMR Wealth Builders
New Jersey
$1.01M +$255K +3,775 +34%
PIMG
514
Patriot Investment Management Group
Tennessee
$1.01M -$23.9K -330 -2%
BFC
515
Bedel Financial Consulting
Indiana
$990K +$59.9K +888 +6%
JWA
516
JFS Wealth Advisors
Pennsylvania
$980K -$102K -1,517 -9%
DWMS
517
Dominguez Wealth Management Solutions
Virginia
$976K +$976K +14,476 New
SS
518
Simplicity Solutions
Minnesota
$973K -$189K -2,805 -16%
PFWA
519
Paces Ferry Wealth Advisors
Georgia
$971K +$2.02K +30 +0.2%
TRCT
520
Tower Research Capital (TRC)
New York
$970K +$962K +14,265 +12,513%
MMG
521
Monetary Management Group
Missouri
$968K
VPIM
522
Vanguard Personalized Indexing Management
California
$968K +$40.9K +606 +4%
RWM
523
RKL Wealth Management
Pennsylvania
$966K +$8.97K +133 +0.9%
LWM
524
Lyell Wealth Management
California
$952K -$22.3K -330 -2%
SFWC
525
Strategic Family Wealth Counselors
New Jersey
$949K +$442K +6,548 +87%