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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 %
BFIM
626
Beese Fulmer Investment Management
Ohio
$613K -$803 -11 -0.1%
MWM
627
McNaughton Wealth Management
California
$611K -$1.61K -22 -0.3%
SCI
628
S&CO Inc
Massachusetts
$609K
BWA
629
BlueSky Wealth Advisors
North Carolina
$609K
JJBC
630
James J. Burns & Company
New York
$608K -$1.1K -15 -0.2%
NSIM
631
North Star Investment Management
Illinois
$605K
MA
632
Mutual Advisors
Nebraska
$604K -$62.8K -860 -9%
SCA
633
Stillwater Capital Advisors
Pennsylvania
$601K +$73 +1 +0%
VFIC
634
Valley Forge Investment Consultants
Pennsylvania
$600K +$1.53K +21 +0.3%
TI
635
Trexquant Investment
Connecticut
$599K +$599K +8,208 New
Wealth Enhancement Advisory Services
636
Wealth Enhancement Advisory Services
Minnesota
$599K +$10.1K +138 +2%
GC
637
Grimes & Company
Massachusetts
$597K +$118K +1,616 +25%
TCA
638
Transcend Capital Advisors
New Jersey
$593K -$10.6K -145 -2%
DFC
639
DBK Financial Counsel
Ohio
$592K
NEPPG
640
New England Professional Planning Group
Rhode Island
$592K +$438 +6 +0.1%
PL
641
Parthenon LLC
Kentucky
$591K
TNB
642
Thomasville National Bank
Georgia
$589K -$1.83K -25 -0.3%
BFA
643
Beaumont Financial Advisors
Massachusetts
$588K
ACM
644
Advisors Capital Management
New Jersey
$587K -$42.7K -584 -7%
Wealthfront Advisers
645
Wealthfront Advisers
California
$585K -$99.7K -1,365 -15%
BWP
646
Baldwin Wealth Partners
Massachusetts
$585K
PB
647
Pinnacle Bancorp
Nebraska
$584K +$72.8K +997 +14%
WCM
648
Windsor Capital Management
Arizona
$581K
C
649
Certuity
Florida
$580K +$216K +2,959 +59%
MLL
650
Moody Lynn & Lieberson
Massachusetts
$577K