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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 %
MFG
726
MidWestOne Financial Group
Iowa
$420K +$420K +6,220 New
NFC
727
Northeast Financial Consultants
Connecticut
$419K
HCA
728
Harbour Capital Advisors
Virginia
$416K
OWP
729
Obermeyer Wealth Partners
Colorado
$416K
RFA
730
Register Financial Advisors
Georgia
$416K +$416K +6,161 New
WP
731
Westmount Partners
California
$415K +$415K +6,158 New
SFMG
732
Sage Financial Management Group
Virginia
$413K +$25.5K +378 +7%
HCM
733
Hollencrest Capital Management
California
$413K
FNBTCON
734
First National Bank & Trust Co of Newtown
Pennsylvania
$412K
FAIM
735
Financial Advocates Investment Management
Washington
$412K +$21.8K +323 +6%
WI
736
Wedgewood Investors
Pennsylvania
$411K
ICG
737
InterOcean Capital Group
Tennessee
$408K
MMPW
738
Mitchell McLeod Pugh & Williams
Alabama
$407K +$34.6K +513 +9%
STA
739
Summit Trail Advisors
New York
$407K +$270 +4 +0.1%
ClearBridge Investments
740
ClearBridge Investments
New York
$407K +$407K +6,028 New
CCFM
741
Clear Creek Financial Management
Washington
$407K +$68K +1,008 +20%
LFG
742
Larson Financial Group
Missouri
$406K
TFA
743
Triad Financial Advisors
North Carolina
$406K -$1.15K -17 -0.3%
EGA
744
E&G Advisors
Texas
$405K
JFA
745
JNBA Financial Advisors
Minnesota
$404K
EIA
746
Edgemoor Investment Advisors
Maryland
$402K
VC
747
Veracity Capital
Georgia
$402K +$4.92K +73 +1%
DBT
748
Dubuque Bank & Trust
Iowa
$401K
SWM
749
Segment Wealth Management
Texas
$398K
AP
750
Adero Partners
California
$398K -$29.5K -437 -7%