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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 %
PWMAG
601
Pinnacle Wealth Management Advisory Group
New Jersey
$670K
IAG
602
Investment Advisory Group
Massachusetts
$668K +$73 +1 +0%
BWM
603
Baron Wealth Management
Michigan
$665K +$1.32K +18 +0.2%
BBA
604
BLB&B Advisors
Pennsylvania
$662K +$77K +1,055 +13%
PWLP
605
Prio Wealth Limited Partnership
Massachusetts
$662K +$108K +1,484 +20%
V
606
ViaWealth
Kansas
$659K
BFA
607
Bill Few Associates
Pennsylvania
$656K
CT
608
Cambridge Trust
Massachusetts
$651K -$47.8K -655 -7%
CBT
609
Central Bank & Trust
Kentucky
$651K -$33.9K -464 -5%
B
610
Bensler
Washington
$651K +$292 +4 +0%
NRG
611
Nemes Rush Group
Michigan
$647K +$647K +8,863 New
BLC
612
Brown, Lisle/Cummings
Rhode Island
$647K -$21.9K -300 -3%
BMCM
613
Bryn Mawr Capital Management
Pennsylvania
$646K +$14.9K +204 +2%
RPGK
614
Retirement Planning Group (Kansas)
Kansas
$642K +$58.9K +807 +10%
MCM
615
Mill Capital Management
North Carolina
$642K
GSEP
616
Golden State Equity Partners
California
$640K +$640K +8,767 New
CFFP
617
Center for Financial Planning
Michigan
$638K +$438 +6 +0.1%
GWANC
618
Guardian Wealth Advisors (North Carolina)
North Carolina
$636K
ACA
619
Aptus Capital Advisors
Alabama
$636K
NLP
620
Next Level Private
New York
$635K +$635K +8,650 New
SS
621
Sunbelt Securities
Texas
$631K -$42.6K -583 -6%
LP
622
LGL Partners
Pennsylvania
$629K +$1.61K +22 +0.3%
PGIM
623
Pacific Global Investment Management
California
$621K
GWS
624
Glassman Wealth Services
Virginia
$619K -$106K -1,456 -15%
CG
625
Caprock Group
Idaho
$613K -$217K -2,968 -26%