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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 %
SW
551
SVB Wealth
Massachusetts
$832K -$1.27M -17,359 -60%
LWM
552
Lyell Wealth Management
California
$831K -$217K -2,975 -21%
HIA
553
Harbor Investment Advisory
Maryland
$826K
KBFS
554
Kohmann Bosshard Financial Services
Ohio
$822K +$279K +3,825 +51%
SWPG
555
Strategic Wealth Partners Group
Illinois
$822K -$148K -2,030 -15%
CCWM
556
Cassaday & Co Wealth Management
Virginia
$820K
TFS
557
Thoroughbred Financial Services
Tennessee
$818K -$16.5K -226 -2%
LIM
558
Leavell Investment Management
Alabama
$816K +$18.2K +250 +2%
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$814K +$18.3K +251 +2%
CAM
560
Columbia Asset Management
Michigan
$808K +$73 +1 +0%
DC
561
Davenport & Co
Virginia
$803K -$42.1K -576 -5%
PWMG
562
Provence Wealth Management Group
California
$802K +$73 +1 +0%
FDCC
563
Foster Dykema Cabot & Co
Massachusetts
$797K
BHIA
564
Birch Hill Investment Advisors
Massachusetts
$789K +$64.3K +880 +9%
NRC
565
New Republic Capital
North Carolina
$789K
OIS
566
Okabena Investment Services
Minnesota
$778K
OC
567
Oppenheimer & Co
New York
$774K -$17.3K -237 -2%
USCWA
568
U.S. Capital Wealth Advisors
Texas
$771K +$1.83K +25 +0.2%
PAS
569
Park Avenue Securities
New York
$770K +$770K +10,543 New
W
570
Wealthquest
Ohio
$766K -$4.46K -61 -0.6%
PWP
571
Perfromance Wealth Partners
Illinois
$765K -$4.01K -55 -0.5%
CAC
572
Certified Advisory Corp
Florida
$763K -$242K -3,318 -24%
NCM
573
Narwhal Capital Management
Georgia
$748K
DSC
574
Duncker Streett & Co
Missouri
$746K
AWM
575
AAF Wealth Management
Massachusetts
$742K -$29.7K -407 -4%