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iShares Russell Mid-Cap ETF

1,057 hedge funds and large institutions have $19.7B invested in iShares Russell Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 330 increasing their positions, 362 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-18
Holders Change %
-1.67%
% of All Funds
18.28%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
59
Increased
330
Reduced
362
Closed
65
Calls
$9.25M
Puts
$2.11M
Net Calls
+$7.13M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
BBA
551
BLB&B Advisors
Pennsylvania
$645K -$1.55K -25 -0.2%
WCWM
552
Wooster Corthell Wealth Management
Connecticut
$644K +$449K +7,220 +230%
NW
553
NewEdge Wealth
Pennsylvania
$643K +$41.7K +671 +7%
NCM
554
Narwhal Capital Management
Georgia
$637K
IAIM
555
International Assets Investment Management
Florida
$636K +$317K +5,109 +100%
DSC
556
Duncker Streett & Co
Missouri
$635K
FFM
557
Forum Financial Management
Illinois
$631K
FFG
558
Fullen Financial Group
Ohio
$628K -$23.3K -344 -4%
ARC
559
Advisor Resource Council
Texas
$620K -$200K -3,211 -24%
AIA
560
Armor Investment Advisors
North Carolina
$616K -$8.2K -132 -1%
WWM
561
Western Wealth Management
Colorado
$613K -$141K -2,273 -19%
GWS
562
Glassman Wealth Services
Virginia
$609K
LCM
563
Linker Capital Management
Kentucky
$607K
CBT
564
Central Bank & Trust
Kentucky
$606K +$55.6K +894 +10%
KA
565
Klingman & Associates
New York
$604K
SAS
566
SMI Advisory Services
Indiana
$602K -$37.8K -608 -6%
MWM
567
Modera Wealth Management
New Jersey
$600K +$40.1K +645 +7%
BWM
568
BerganKDV Wealth Management
Minnesota
$598K +$312K +5,019 +109%
HS
569
Horan Securities
United States
$595K +$435 +7 +0.1%
LOPW
570
Live Oak Private Wealth
North Carolina
$594K -$3.17K -51 -0.5%
LFA
571
Legacy Financial Advisors
Kentucky
$587K -$50.6K -813 -8%
CL
572
CIM LLC
New York
$585K -$35.1K -517 -6%
SS
573
Sunbelt Securities
Texas
$584K +$29.2K +470 +5%
BFA
574
Beacon Financial Advisory
Ohio
$581K -$52.1K -838 -8%
BFIM
575
Beese Fulmer Investment Management
Ohio
$575K