IWR icon

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 %
CL
701
CIM LLC
New York
$470K -$141K -1,934 -23%
SEIA
702
Signature Estate & Investment Advisors
California
$469K +$130K +1,774 +38%
ANBT
703
American National Bank & Trust
Texas
$469K
SCA
704
Sandy Cove Advisors
Massachusetts
$466K +$466K +6,381 New
FWIA
705
Fort Washington Investment Advisors
Ohio
$465K
EW
706
Enzi Wealth
Texas
$461K -$189K -2,508 -29%
WIA
707
World Investment Advisors
California
$459K -$2.19K -30 -0.5%
HI
708
Harbour Investments
Wisconsin
$459K +$7.6K +104 +2%
BSB
709
Bangor Savings Bank
Maine
$458K
AA
710
Alesco Advisors
New York
$457K -$11K -150 -2%
TFM
711
TFC Financial Management
Massachusetts
$457K
ESB
712
Essex Savings Bank
Connecticut
$457K -$144K -1,971 -24%
FA
713
Fermata Advisors
California
$456K +$36.4K +498 +9%
NFC
714
Northeast Financial Consultants
Connecticut
$453K
RFA
715
Register Financial Advisors
Georgia
$452K +$730 +10 +0.2%
OWP
716
Obermeyer Wealth Partners
Colorado
$451K
WP
717
Westmount Partners
California
$450K
OIA
718
Optimum Investment Advisors
Illinois
$449K +$11.1K +152 +3%
HCM
719
Hollencrest Capital Management
California
$447K
FNBTCON
720
First National Bank & Trust Co of Newtown
Pennsylvania
$447K
DA
721
Dover Advisors
Virginia
$445K -$69.5K -951 -13%
AC
722
Anson Capital
Georgia
$445K +$57.9K +793 +15%
LI
723
LMCG Investments
Massachusetts
$445K -$36.5K -500 -8%
ICG
724
InterOcean Capital Group
Tennessee
$442K
AFO
725
Arrowroot Family Office
California
$441K +$441K +6,032 New