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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 %
BWM
626
Baron Wealth Management
Michigan
$612K +$612K +9,067 New
BFA
627
Bill Few Associates
Pennsylvania
$606K
FA
628
Fiducient Advisors
Illinois
$603K +$80.3K +1,191 +15%
SAS
629
SMI Advisory Services
Indiana
$602K
B
630
Bensler
Washington
$600K +$1.01K +15 +0.2%
BCI
631
Brinker Capital Investments
Pennsylvania
$597K +$349K +5,168 +140%
LA
632
Legacy Advisors
Pennsylvania
$597K -$13.8K -205 -2%
NLP
633
Next Level Private
New York
$594K -$2.21K -32 -0.4%
MCM
634
Mill Capital Management
North Carolina
$593K
Wealthfront Advisers
635
Wealthfront Advisers
California
$590K +$150K +2,217 +34%
CFFP
636
Center for Financial Planning
Michigan
$588K -$3.78K -56 -0.6%
ACA
637
Aptus Capital Advisors
Alabama
$587K +$8.43K +125 +1%
GWANC
638
Guardian Wealth Advisors (North Carolina)
North Carolina
$587K +$9.51K +141 +2%
BMCM
639
Bryn Mawr Capital Management
Pennsylvania
$582K
LP
640
LGL Partners
Pennsylvania
$578K -$39.1K -579 -6%
LCOV
641
London Company of Virginia
Virginia
$575K -$452K -6,695 -44%
BFIM
642
Beese Fulmer Investment Management
Ohio
$574K -$50.5K -748 -8%
PGIM
643
Pacific Global Investment Management
California
$573K
GWP
644
Gateway Wealth Partners
Wisconsin
$573K +$573K +8,494 New
BA
645
Ballew Advisors
Mississippi
$569K +$355 +5 +0.1%
ST
646
Smithfield Trust
Pennsylvania
$569K +$35.4K +523 +7%
HW
647
Hancock Whitney
Mississippi
$568K -$19.6K -291 -3%
RCM
648
Radnor Capital Management
Pennsylvania
$566K
MWM
649
McNaughton Wealth Management
California
$566K +$262K +3,889 +86%
SF
650
SBK Financial
Virginia
$566K -$43.8K -649 -7%