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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 %
SFC
576
Strategic Financial Concepts
Texas
$738K -$32.7K -448 -4%
BFA
577
Bragg Financial Advisors
North Carolina
$737K -$41.8K -573 -5%
OSAM
578
O'Shaughnessy Asset Management
Connecticut
$737K +$143K +1,962 +24%
IF
579
Intrua Financial
Texas
$736K -$14.6K -200 -2%
CB
580
Centennial Bank
Arkansas
$732K +$330K +4,520 +82%
ARC
581
Advisor Resource Council
Texas
$729K
MFG
582
MidWestOne Financial Group
Iowa
$728K +$1.39K +19 +0.2%
BW
583
BIP Wealth
Georgia
$725K -$36.4K -499 -5%
IF
584
Ironwood Financial
Arizona
$725K +$73 +1 +0%
OA
585
Operose Advisors
Wisconsin
$723K
JHCP
586
Jackson Hole Capital Partners
Oklahoma
$723K -$154K -2,105 -18%
ST
587
Smithfield Trust
Pennsylvania
$719K +$111K +1,520 +18%
AIA
588
Armor Investment Advisors
North Carolina
$715K -$6.43K -88 -0.9%
LCM
589
Linker Capital Management
Kentucky
$713K
AF
590
Allworth Financial
California
$708K -$111K -1,526 -14%
WAG
591
Winthrop Advisory Group
Massachusetts
$708K -$47.8K -655 -6%
DWP
592
Daymark Wealth Partners
Ohio
$706K -$277K -3,798 -28%
LOPW
593
Live Oak Private Wealth
North Carolina
$698K
HS
594
Horan Securities
United States
$694K +$292 +4 +0%
VWA
595
V Wealth Advisors
Kansas
$693K +$34.8K +476 +5%
KA
596
Klingman & Associates
New York
$689K -$20.3K -278 -3%
SCA
597
Snowden Capital Advisors
New York
$684K +$251K +3,432 +58%
DWM
598
Dechtman Wealth Management
Colorado
$681K +$681K +9,321 New
AAS
599
Ameritas Advisory Services
Nebraska
$676K -$172K -2,375 -20%
BFA
600
Beacon Financial Advisory
Ohio
$672K +$657 +9 +0.1%