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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 %
PPP
501
Private Portfolio Partners
New Jersey
$1.09M -$40.8K -558 -4%
GFWA
502
Grey Fox Wealth Advisors
Delaware
$1.09M -$36.5K -500 -3%
PPWM
503
Paragon Private Wealth Management
Kentucky
$1.09M +$308K +4,222 +40%
CWA
504
CM Wealth Advisors
Ohio
$1.08M +$1.08M +14,324 New
CTA
505
Colonial Trust Advisors
South Carolina
$1.08M -$146K -2,000 -12%
ZIM
506
Zacks Investment Management
Illinois
$1.08M +$38.9K +533 +4%
MPCG
507
Matrix Private Capital Group
New York
$1.07M -$22.9K -314 -2%
JWA
508
JFS Wealth Advisors
Pennsylvania
$1.06M
1SB
509
1ST Source Bank
Indiana
$1.06M -$31K -425 -3%
RWM
510
RKL Wealth Management
Pennsylvania
$1.05M +$2.26K +31 +0.2%
FPCG
511
Forum Private Client Group
Indiana
$1.05M -$33.3K -456 -3%
DWMS
512
Dominguez Wealth Management Solutions
Virginia
$1.04M -$16.6K -227 -2%
TCM
513
Twele Capital Management
Minnesota
$1.04M -$1.71M -23,401 -62%
PA
514
Parallel Advisors
California
$1.04M -$4.02K -55 -0.4%
SW
515
SlateStone Wealth
Florida
$1.03M +$121K +1,658 +13%
CWM
516
Cornerstone Wealth Management
Missouri
$1.03M -$23.9K -327 -2%
PFWA
517
Paces Ferry Wealth Advisors
Georgia
$1.03M +$19.1K +262 +2%
Deutsche Bank
518
Deutsche Bank
Germany
$1.02M
AA
519
Advisory Alpha
Michigan
$1.01M +$146 +2 +0%
PIMG
520
Patriot Investment Management Group
Tennessee
$1.01M
VPIM
521
Vanguard Personalized Indexing Management
California
$1M -$4.16K -57 -0.4%
SCA
522
Southern Capital Advisors
Tennessee
$998K +$47.4K +649 +5%
RC
523
Roundview Capital
New Jersey
$993K
TFGT
524
TS Financial Group (TSFG)
Illinois
$990K +$11K +151 +1%
BFEC
525
Benjamin F. Edwards & Company
Missouri
$983K -$221K -3,022 -18%