IWR icon

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 %
FCP
651
Fidelis Capital Partners
Florida
$564K +$564K +8,165 New
SCI
652
S&CO Inc
Massachusetts
$562K
TCA
653
Transcend Capital Advisors
New Jersey
$560K +$63.5K +942 +13%
NSIM
654
North Star Investment Management
Illinois
$559K +$38.8K +575 +7%
CPSAC
655
Chas P. Smith & Associates (CPS)
Florida
$556K +$28.1K +416 +5%
WP
656
WealthShield Partners
North Carolina
$555K +$107K +1,587 +24%
SCA
657
Stillwater Capital Advisors
Pennsylvania
$555K +$84K +1,246 +18%
ESB
658
Essex Savings Bank
Connecticut
$555K +$139K +2,068 +34%
VFIC
659
Valley Forge Investment Consultants
Pennsylvania
$551K +$5.46K +81 +1%
OSAM
660
O'Shaughnessy Asset Management
Connecticut
$548K +$22.6K +335 +4%
PL
661
Parthenon LLC
Kentucky
$546K
BFA
662
Beaumont Financial Advisors
Massachusetts
$543K
BWP
663
Baldwin Wealth Partners
Massachusetts
$540K +$148K +2,200 +38%
RPGK
664
Retirement Planning Group (Kansas)
Kansas
$539K +$742 +11 +0.1%
BBA
665
BLB&B Advisors
Pennsylvania
$538K -$162K -2,398 -23%
WCM
666
Windsor Capital Management
Arizona
$537K -$21.5K -318 -4%
BFM
667
Broadview Financial Management
Wisconsin
$533K +$3.84K +57 +0.7%
AC
668
Anson Capital
Georgia
$533K +$533K +7,900 New
MLL
669
Moody Lynn & Lieberson
Massachusetts
$532K
CCFCSB
670
Cape Cod Five Cents Savings Bank
Massachusetts
$526K -$1.01K -15 -0.2%
C
671
Certuity
Florida
$525K
OSNBOA
672
Old Second National Bank of Aurora
Illinois
$525K
AF
673
Allworth Financial
California
$523K +$123K +1,819 +31%
DSN
674
D. Scott Neal
Kentucky
$523K
BFW
675
Brady Family Wealth
Missouri
$521K +$521K +7,728 New