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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 %
HCM
701
HMS Capital Management
Tennessee
$458K
SCP
702
Stevens Capital Partners
Nebraska
$458K +$458K +6,785 New
AFS
703
Annapolis Financial Services
Maryland
$455K +$67.3K +998 +17%
CWM
704
Cranbrook Wealth Management
Michigan
$455K
LI
705
LMCG Investments
Massachusetts
$452K
BOTW
706
Bank of the West
California
$451K -$159K -2,350 -26%
FA
707
Fermata Advisors
California
$446K +$446K +6,617 New
FAT
708
First American Trust
California
$446K -$13.6K -201 -3%
WPW
709
Waldron Private Wealth
Pennsylvania
$445K
EWM
710
Empirical Wealth Management
Washington
$444K -$40.9K -607 -8%
AA
711
Alesco Advisors
New York
$438K
PO
712
Private Ocean
California
$437K +$67 +1 +0%
MA
713
Montag & Associates
Georgia
$436K +$8.7K +129 +2%
ZCA
714
Zeke Capital Advisors
Pennsylvania
$434K
BHWM
715
Bar Harbor Wealth Management
New Hampshire
$434K
WIA
716
World Investment Advisors
California
$434K -$5.4K -80 -1%
ANBT
717
American National Bank & Trust
Texas
$433K
FMTCOCP
718
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$431K
FWIA
719
Fort Washington Investment Advisors
Ohio
$430K -$34K -503 -7%
PB
720
Pinnacle Bancorp
Nebraska
$428K -$146K -2,160 -25%
MA
721
MAS Advisors
Florida
$426K +$809 +12 +0.2%
BSB
722
Bangor Savings Bank
Maine
$423K
SCP
723
Syntal Capital Partners
Texas
$422K
MC
724
Moors & Cabot
Massachusetts
$422K
ACM
725
Advisors Capital Management
New Jersey
$421K +$103K +1,521 +32%