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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 %
KIG
676
Kowal Investment Group
Wisconsin
$525K +$525K +7,185 New
MPCL
677
My Personal CFO LLC
Washington
$524K -$586K -8,029 -53%
WPW
678
Waldron Private Wealth
Pennsylvania
$523K
DIA
679
Dana Investment Advisors
Wisconsin
$522K +$236K +3,230 +83%
SCP
680
Stevens Capital Partners
Nebraska
$520K +$6.06K +83 +1%
RW
681
REDW Wealth
New Mexico
$520K
VPP
682
Vertex Planning Partners
Illinois
$518K +$73 +1 +0%
GWM
683
Greenhouse Wealth Management
Connecticut
$516K +$1.32K +18 +0.3%
AFS
684
Annapolis Financial Services
Maryland
$514K +$1.53K +21 +0.3%
MPWT
685
MassMutual Private Wealth & Trust
Connecticut
$514K
EWA
686
Encompass Wealth Advisors
Oregon
$513K
FFM
687
Forum Financial Management
Illinois
$507K -$234K -3,200 -32%
TLFA
688
True Link Financial Advisors
California
$506K -$14.5K -198 -3%
JFA
689
JNBA Financial Advisors
Minnesota
$505K +$67.4K +923 +15%
LDB
690
Lee, Danner & Bass
Tennessee
$498K
RWM
691
Reston Wealth Management
Virginia
$495K +$1.17K +16 +0.2%
CIA
692
Capital Investment Advisors
Georgia
$494K +$53.3K +730 +12%
CWM
693
Cranbrook Wealth Management
Michigan
$492K
CWA
694
Canvas Wealth Advisors
Kansas
$488K -$151 -2 -0%
BWM
695
BerganKDV Wealth Management
Minnesota
$483K -$173K -2,372 -26%
YIH
696
Y-Intercept (HK)
Hong Kong
$482K +$482K +6,596 New
PO
697
Private Ocean
California
$473K
RIA
698
Regal Investment Advisors
Michigan
$473K +$473K +6,474 New
BHWM
699
Bar Harbor Wealth Management
New Hampshire
$470K
SCP
700
Syntal Capital Partners
Texas
$470K +$13K +178 +3%