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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 %
AB
551
Atlas Brown
Kentucky
$837K +$202 +3 +0%
BS
552
Boenning & Scattergood
Pennsylvania
$829K +$2.81K +36 +0.3%
SCA
553
Snowden Capital Advisors
New York
$826K +$344K +5,106 +72%
MC
554
Mathes Company
New York
$823K
JHCP
555
Jackson Hole Capital Partners
Oklahoma
$810K
SCA
556
Southern Capital Advisors
Tennessee
$809K -$187K -2,776 -19%
UWM
557
USAdvisors Wealth Management
Minnesota
$809K +$44K +652 +6%
FHB
558
First Hawaiian Bank
Hawaii
$802K +$4.79K +71 +0.6%
UBV
559
United Bank (Virginia)
Virginia
$802K
PFG
560
Pacific Financial Group
Washington
$795K +$5.19K +77 +0.7%
AWM
561
AAF Wealth Management
Massachusetts
$787K +$346K +5,128 +78%
HWA
562
Hilltop Wealth Advisors
North Carolina
$786K +$13K +192 +2%
PHIC
563
Pine Haven Investment Counsel
Massachusetts
$777K
ECG
564
EPIQ Capital Group
California
$776K +$3.78K +56 +0.5%
HIA
565
Harbor Investment Advisory
Maryland
$763K
DFC
566
DBK Financial Counsel
Ohio
$759K
BFA
567
Bragg Financial Advisors
North Carolina
$758K -$9.17K -136 -1%
IAIM
568
International Assets Investment Management
Florida
$749K +$58.9K +873 +9%
CAM
569
Columbia Asset Management
Michigan
$746K -$72.7K -1,078 -9%
IF
570
Intrua Financial
Texas
$746K +$1.66K +24 +0.2%
WC
571
Wealth CMT
New Jersey
$744K -$270 -4 -0%
OWA
572
Opal Wealth Advisors
New York
$741K +$513K +7,603 +225%
BHIA
573
Birch Hill Investment Advisors
Massachusetts
$738K
FDCC
574
Foster Dykema Cabot & Co
Massachusetts
$736K -$61.8K -917 -8%
PWMG
575
Provence Wealth Management Group
California
$736K +$20.4K +302 +3%