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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 %
BCM
676
Buckhead Capital Management
Georgia
$519K
SIAS
677
Summit Investment Advisory Services
Minnesota
$516K +$516K +7,654 New
CWA
678
Canvas Wealth Advisors
Kansas
$515K -$8.64K -123 -2%
PWLP
679
Prio Wealth Limited Partnership
Massachusetts
$511K +$4.25K +63 +0.8%
WA
680
Wealth Alliance
New York
$504K +$112K +1,664 +29%
KBFS
681
Kohmann Bosshard Financial Services
Ohio
$502K +$94.7K +1,404 +23%
KCM
682
Kanawha Capital Management
Virginia
$500K -$6.74K -100 -1%
OCM
683
Objective Capital Management
Ohio
$498K +$337 +5 +0.1%
MA
684
MCF Advisors
Kentucky
$497K +$405 +6 +0.1%
TWC
685
TD Waterhouse Canada
Ontario, Canada
$495K -$6.11K -91 -1%
DWP
686
Destiny Wealth Partners
Florida
$494K +$742 +11 +0.2%
MPWT
687
MassMutual Private Wealth & Trust
Connecticut
$491K +$11.9K +177 +2%
FFP
688
FourThought Financial Partners
Florida
$490K +$490K +7,259 New
LDB
689
Lee, Danner & Bass
Tennessee
$484K -$2.03K -30 -0.4%
PMG
690
ProVise Management Group
Florida
$483K +$264K +3,921 +121%
TNB
691
Thomasville National Bank
Georgia
$482K
TLFA
692
True Link Financial Advisors
California
$481K -$12.1K -180 -2%
RW
693
REDW Wealth
New Mexico
$480K -$73.7K -1,092 -13%
LFA
694
Legacy Financial Advisors
Kentucky
$479K -$157K -2,333 -25%
VPP
695
Vertex Planning Partners
Illinois
$478K +$478K +7,091 New
Fuller & Thaler Asset Management
696
Fuller & Thaler Asset Management
California
$478K +$478K +7,080 New
RCAG
697
Rehmann Capital Advisory Group
Michigan
$476K -$69.6K -1,032 -13%
GWM
698
Greenhouse Wealth Management
Connecticut
$474K +$4.65K +69 +1%
S
699
SignatureFD
Georgia
$467K
RWM
700
Reston Wealth Management
Virginia
$461K +$2.16K +32 +0.5%