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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 %
Deutsche Bank
526
Deutsche Bank
Germany
$940K -$223K -3,309 -19%
MW
527
Marcum Wealth
Ohio
$929K -$26.6K -395 -3%
AWG
528
Altus Wealth Group
Colorado
$924K +$924K +13,701 New
RC
529
Roundview Capital
New Jersey
$917K
AA
530
Advisory Alpha
Michigan
$915K
CG
531
Caprock Group
Idaho
$913K +$70.7K +1,048 +8%
RDFA
532
Ritter Daniher Financial Advisory
Ohio
$912K -$36.7K -544 -4%
NF
533
Nvest Financial
New Hampshire
$909K -$7.69K -114 -0.8%
DAS
534
Dynamic Advisor Solutions
Arizona
$908K -$109K -1,613 -11%
MHS
535
M Holdings Securities
Oregon
$908K -$12.1K -179 -1%
State Street
536
State Street
Massachusetts
$904K
IWC
537
Integrated Wealth Concepts
Massachusetts
$903K +$132K +1,962 +17%
CIA
538
Choate Investment Advisors
Massachusetts
$902K +$95.8K +1,420 +12%
BBHC
539
Brown Brothers Harriman & Co
New York
$899K -$25.6K -380 -3%
KPWS
540
Kestra Private Wealth Services
Texas
$892K +$144K +2,132 +19%
GL
541
Graypoint LLC
New York
$877K +$131K +1,937 +18%
CTC
542
Central Trust Company
Missouri
$868K -$292K -4,334 -25%
WP
543
WealthSource Partners
California
$867K -$227K -3,370 -21%
CNAM
544
Campbell Newman Asset Management
Wisconsin
$866K
TSW
545
Thompson Siegel & Walmsley
Virginia
$866K
CCWM
546
Cassaday & Co Wealth Management
Virginia
$857K +$857K +12,702 New
HT
547
Heritage Trust
Oklahoma
$854K -$7.35K -109 -0.9%
CAC
548
Certified Advisory Corp
Florida
$848K -$2.07M -30,690 -71%
CA
549
Continuum Advisory
Idaho
$843K -$57.3K -849 -6%
PA
550
Parallel Advisors
California
$841K -$127K -1,888 -13%