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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 %
NRC
576
New Republic Capital
North Carolina
$729K +$729K +10,815 New
DI
577
DFPG Investments
Utah
$729K +$729K +10,318 New
TFS
578
Thoroughbred Financial Services
Tennessee
$726K -$104K -1,538 -12%
OA
579
Operose Advisors
Wisconsin
$725K +$109K +1,609 +18%
OIS
580
Okabena Investment Services
Minnesota
$718K -$67.5K -1,000 -9%
PWP
581
Perfromance Wealth Partners
Illinois
$712K -$1.28K -19 -0.2%
W
582
Wealthquest
Ohio
$711K -$48.2K -715 -6%
OC
583
Oppenheimer & Co
New York
$710K +$88K +1,305 +14%
USCWA
584
U.S. Capital Wealth Advisors
Texas
$708K +$5.94K +88 +0.8%
LIM
585
Leavell Investment Management
Alabama
$706K +$279K +4,134 +65%
CT
586
Cambridge Trust
Massachusetts
$701K -$33.7K -500 -5%
TFGT
587
TS Financial Group (TSFG)
Illinois
$701K
NEPPG
588
New England Professional Planning Group
Rhode Island
$700K +$122K +1,812 +21%
MWM
589
Modera Wealth Management
New Jersey
$699K +$47.8K +708 +7%
WAG
590
Winthrop Advisory Group
Massachusetts
$697K -$559K -8,281 -44%
MPCL
591
My Personal CFO LLC
Washington
$692K +$329K +3,003 +91%
NCM
592
Narwhal Capital Management
Georgia
$691K -$67 -1 -0%
SW
593
SlateStone Wealth
Florida
$690K +$115K +1,700 +20%
DSC
594
Duncker Streett & Co
Missouri
$689K
FFM
595
Forum Financial Management
Illinois
$684K
AA
596
AlphaQ Advisors
Florida
$681K +$681K +10,091 New
FFG
597
Fullen Financial Group
Ohio
$679K +$731 +10 +0.1%
ARC
598
Advisor Resource Council
Texas
$673K
GWS
599
Glassman Wealth Services
Virginia
$672K +$11.1K +164 +2%
FPCP
600
Fort Point Capital Partners
California
$670K +$670K +9,938 New