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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 %
LFG
726
Larson Financial Group
Missouri
$439K
EIA
727
Edgemoor Investment Advisors
Maryland
$435K
WI
728
Wedgewood Investors
Pennsylvania
$435K -$9.64K -132 -2%
DBT
729
Dubuque Bank & Trust
Iowa
$434K
SWM
730
Segment Wealth Management
Texas
$431K
AP
731
Adero Partners
California
$431K -$27.3K -374 -6%
BAMG
732
Brand Asset Management Group
Missouri
$427K +$22K +301 +5%
HCA
733
Harbour Capital Advisors
Virginia
$425K
SL
734
Salomon & Ludwin
Virginia
$425K
VC
735
Veracity Capital
Georgia
$423K +$219 +3 +0.1%
GFS
736
GYL Financial Synergies
Connecticut
$423K +$38.3K +524 +10%
WDG
737
Wealth Dimensions Group
Ohio
$423K +$32.1K +440 +8%
CWM
738
Cordatus Wealth Management
Pennsylvania
$422K +$422K +5,783 New
MA
739
Montag & Associates
Georgia
$422K +$365 +5 +0.1%
DWP
740
Destiny Wealth Partners
Florida
$422K
AO
741
Advisor OS
Illinois
$418K +$23.1K +316 +6%
CFD
742
Creative Financial Designs
Indiana
$417K +$5.84K +80 +1%
DSN
743
D. Scott Neal
Kentucky
$415K -$151K -2,065 -27%
FFA
744
Founders Financial Alliance
North Carolina
$413K +$137K +1,874 +50%
BCM
745
Brookstone Capital Management
Illinois
$410K +$871 +12 +0.2%
OPCM
746
Osborne Partners Capital Management
California
$409K +$409K +5,600 New
BWA
747
Blodgett Wealth Advisors
California
$407K
IWMA
748
Ironwood Wealth Management (Arizona)
Arizona
$405K
BWA
749
BDO Wealth Advisors
Florida
$404K +$2.19K +30 +0.5%
SWA
750
SFMG Wealth Advisors
Texas
$404K