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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 %
CSPIA
601
Cary Street Partners Investment Advisory
Virginia
$670K -$243K -3,601 -27%
IF
602
Ironwood Financial
Arizona
$669K +$410K +6,078 +158%
AIA
603
Armor Investment Advisors
North Carolina
$666K -$3.04K -45 -0.5%
LCM
604
Linker Capital Management
Kentucky
$659K
KA
605
Klingman & Associates
New York
$655K
BWM
606
BerganKDV Wealth Management
Minnesota
$651K +$2.36K +35 +0.4%
FFBTD
607
First Financial Bank - Trust Division
Ohio
$651K +$202K +3,000 +45%
LOPW
608
Live Oak Private Wealth
North Carolina
$645K
MCC
609
Money Concepts Capital
Florida
$643K +$621K +9,207 +2,842%
ACM
610
Alamar Capital Management
California
$642K +$67.5K +1,000 +12%
CL
611
CIM LLC
New York
$641K +$13.6K +187 +2%
HS
612
Horan Securities
United States
$641K -$4.52K -67 -0.7%
SS
613
Sunbelt Securities
Texas
$637K +$2.77K +41 +0.4%
BAM
614
Belpointe Asset Management
Nevada
$633K +$66.6K +987 +12%
CBT
615
Central Bank & Trust
Kentucky
$632K -$25.3K -375 -4%
FG
616
Fiduciary Group
Georgia
$630K -$15.2K -225 -2%
MWM
617
Mission Wealth Management
California
$628K +$64.3K +953 +11%
MA
618
Mutual Advisors
Nebraska
$626K +$3.58K +53 +0.6%
SFP
619
Shepherd Financial Partners
Massachusetts
$625K -$1.63M -24,094 -72%
V
620
ViaWealth
Kansas
$623K +$623K +9,017 New
BWA
621
BlueSky Wealth Advisors
North Carolina
$623K -$98.7K -1,463 -14%
BFA
622
Beacon Financial Advisory
Ohio
$619K -$11.8K -175 -2%
PWMAG
623
Pinnacle Wealth Management Advisory Group
New Jersey
$619K -$399K -5,920 -39%
IAG
624
Investment Advisory Group
Massachusetts
$617K +$11.5K +171 +2%
BBP
625
Banco BTG Pactual
Brazil
$614K +$614K +9,110 New