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iShares Russell Mid-Cap ETF

1,057 hedge funds and large institutions have $19.7B invested in iShares Russell Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 330 increasing their positions, 362 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-18
Holders Change %
-1.67%
% of All Funds
18.28%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
59
Increased
330
Reduced
362
Closed
65
Calls
$9.25M
Puts
$2.11M
Net Calls
+$7.13M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
OPCM
726
Osborne Partners Capital Management
California
$347K +$65.2K +1,050 +23%
BWA
727
Blodgett Wealth Advisors
California
$346K -$38.5K -620 -10%
CCMG
728
Clark Capital Management Group
Pennsylvania
$346K -$869 -14 -0.3%
AF
729
Arrow Financial
New York
$346K
RVPG
730
Relative Value Partners Group
$346K +$346K +5,574 New
SWA
731
SFMG Wealth Advisors
Texas
$345K
BAMG
732
Brand Asset Management Group
Missouri
$345K
RWM
733
Rockwood Wealth Management
Pennsylvania
$344K
IC
734
Inverness Counsel
New York
$344K -$362K
MMPW
735
Mitchell McLeod Pugh & Williams
Alabama
$344K +$344K +5,527 New
AWS
736
AJ Wealth Strategies
New York
$343K
SFG
737
StrategIQ Financial Group
Indiana
$342K
BWP
738
Bernardo Wealth Planning
Pennsylvania
$342K +$192 +3 +0.1%
FPB
739
First PREMIER Bank
South Dakota
$341K -$88K -1,415 -21%
Simplex Trading
740
Simplex Trading
Illinois
$341K +$341K +5,497 New
BEAM
741
Baker Ellis Asset Management
Washington
$340K
VNA
742
Valley National Advisers
Pennsylvania
$340K +$259 +4 +0.1%
TF
743
Tompkins Financial
New York
$336K
PCA
744
Personal Capital Advisors
California
$336K +$47.4K +761 +16%
PAM
745
Palisade Asset Management
Minnesota
$335K -$4.84K -78 -1%
NCM
746
Neumann Capital Management
California
$334K +$8.21K +132 +3%
WDG
747
Wealth Dimensions Group
Ohio
$332K -$43.4K -700 -12%
CST
748
Charles Schwab Trust
Nevada
$329K -$221K -3,552 -40%
AG
749
Ascent Group
Virginia
$329K -$18.1K -267 -5%
UIA
750
Ulland Investment Advisors
Minnesota
$329K