IWR icon

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 %
BAM
601
Belpointe Asset Management
Nevada
$522K +$319K +5,134 +157%
MWM
602
Mission Wealth Management
California
$520K +$31.1K +500 +6%
LC
603
Lindbrook Capital
California
$519K
SCI
604
S&CO Inc
Massachusetts
$518K
WCM
605
Windsor Capital Management
Arizona
$514K -$124 -2 -0%
RW
606
REDW Wealth
New Mexico
$510K
CT
607
Columbia Trust
Oregon
$507K
BA
608
Ballew Advisors
Mississippi
$506K -$3.28K -52 -0.6%
VFIC
609
Valley Forge Investment Consultants
Pennsylvania
$503K
PL
610
Parthenon LLC
Kentucky
$503K
RCAG
611
Rehmann Capital Advisory Group
Michigan
$503K -$92.1K -1,481 -15%
BFA
612
Beaumont Financial Advisors
Massachusetts
$501K +$501K +8,055 New
RCM
613
Radnor Capital Management
Pennsylvania
$500K -$7.52K -121 -1%
RPGK
614
Retirement Planning Group (Kansas)
Kansas
$496K -$3.86K -62 -0.8%
CWA
615
Canvas Wealth Advisors
Kansas
$495K +$57.8K +870 +13%
MLL
616
Moody Lynn & Lieberson
Massachusetts
$491K
ST
617
Smithfield Trust
Pennsylvania
$489K
BFM
618
Broadview Financial Management
Wisconsin
$488K +$1.31K +21 +0.3%
CCFCSB
619
Cape Cod Five Cents Savings Bank
Massachusetts
$486K -$56.6K -911 -10%
CPSAC
620
Chas P. Smith & Associates (CPS)
Florida
$486K +$2.42K +39 +0.5%
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$484K -$746 -12 -0.2%
OSNBOA
622
Old Second National Bank of Aurora
Illinois
$484K
C
623
Certuity
Florida
$484K
DSN
624
D. Scott Neal
Kentucky
$482K -$1.12K -18 -0.2%
FA
625
Fiducient Advisors
Illinois
$481K