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iShares Russell Mid-Cap ETF

1,138 hedge funds and large institutions have $22B invested in iShares Russell Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 342 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.14%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
80
Increased
340
Reduced
342
Closed
66
Calls
$12.4M
Puts
$1.79M
Net Calls
+$10.6M
Net Calls Change
-$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
601
Winthrop Advisory Group
Massachusetts
$674K
SCA
602
Snowden Capital Advisors
New York
$665K +$17.1K +247 +3%
BW
603
BIP Wealth
Georgia
$663K -$24K -346 -3%
ANBT
604
American National Bank & Trust
Texas
$652K +$208K +3,000 +47%
PWLP
605
Prio Wealth Limited Partnership
Massachusetts
$648K +$20.8K +301 +3%
LOPW
606
Live Oak Private Wealth
North Carolina
$647K -$14.6K -211 -2%
WAP
607
Wealthcare Advisory Partners
Pennsylvania
$641K -$131K -1,897 -17%
BFA
608
Beacon Financial Advisory
Ohio
$637K
PWMAG
609
Pinnacle Wealth Management Advisory Group
New Jersey
$635K
IAG
610
Investment Advisory Group
Massachusetts
$634K
AWM
611
Axxcess Wealth Management
California
$631K +$631K +9,112 New
BWM
612
Baron Wealth Management
Michigan
$630K
V
613
ViaWealth
Kansas
$624K
TRCT
614
Tower Research Capital (TRC)
New York
$624K +$588K +8,497 +1,673%
BFA
615
Bill Few Associates
Pennsylvania
$622K
BBA
616
BLB&B Advisors
Pennsylvania
$617K -$10.1K -146 -2%
B
617
Bensler
Washington
$616K -$1.39K -20 -0.2%
NRG
618
Nemes Rush Group
Michigan
$614K
CT
619
Cambridge Trust
Massachusetts
$613K -$4.02K -58 -0.7%
ACA
620
Aptus Capital Advisors
Alabama
$612K +$9.49K +137 +2%
RIA
621
Regal Investment Advisors
Michigan
$611K +$163K +2,354 +36%
CBT
622
Central Bank & Trust
Kentucky
$610K -$7.06K -102 -1%
RPGK
623
Retirement Planning Group (Kansas)
Kansas
$609K
OSAM
624
O'Shaughnessy Asset Management
Connecticut
$609K -$89.4K -1,291 -13%
MCM
625
Mill Capital Management
North Carolina
$609K