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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 %
SFA
526
Seneca Financial Advisors
New York
$964K -$17.9K -245 -2%
Bank of Nova Scotia
527
Bank of Nova Scotia
Ontario, Canada
$962K -$18.3M -250,006 -95%
RDFA
528
Ritter Daniher Financial Advisory
Ohio
$956K
CNAM
529
Campbell Newman Asset Management
Wisconsin
$938K
TSW
530
Thompson Siegel & Walmsley
Virginia
$937K
FFBTD
531
First Financial Bank - Trust Division
Ohio
$929K +$224K +3,064 +32%
CA
532
Continuum Advisory
Idaho
$914K +$146 +2 +0%
UWM
533
USAdvisors Wealth Management
Minnesota
$909K -$10K -137 -1%
HT
534
Heritage Trust
Oklahoma
$908K
FIA
535
Foundations Investment Advisors
Arizona
$904K +$577K +7,895 +176%
MW
536
Marcum Wealth
Ohio
$904K -$22K -301 -2%
DAS
537
Dynamic Advisor Solutions
Arizona
$900K +$13.6K +186 +2%
AWG
538
Altus Wealth Group
Colorado
$895K -$117K -1,599 -12%
WP
539
WealthSource Partners
California
$877K -$43.8K -600 -5%
AB
540
Atlas Brown
Kentucky
$874K -$17.3K -237 -2%
CIA
541
Choate Investment Advisors
Massachusetts
$873K
CSPIA
542
Cary Street Partners Investment Advisory
Virginia
$869K +$126K +1,720 +17%
FHB
543
First Hawaiian Bank
Hawaii
$868K
HI
544
HBK Investments
Texas
$866K +$866K +11,855 New
UBV
545
United Bank (Virginia)
Virginia
$846K
ECG
546
EPIQ Capital Group
California
$846K +$2.26K +31 +0.3%
PHIC
547
Pine Haven Investment Counsel
Massachusetts
$841K
GL
548
Graypoint LLC
New York
$840K
CCWA
549
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$836K -$159K -2,171 -16%
PFG
550
Pacific Financial Group
Washington
$836K -$27.5K -376 -3%