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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 %
ACM
751
Advisors Capital Management
New Jersey
$329K +$7.47K +107 +2%
GFS
752
GYL Financial Synergies
Connecticut
$328K
CSWM
753
Cassady Schiller Wealth Management
Ohio
$328K
PWA
754
Providence Wealth Advisors
Illinois
$327K
RBC
755
Roble Belko & Company
Pennsylvania
$327K
HFS
756
HBC Financial Services
Washington
$327K
ST
757
Spinnaker Trust
Maine
$325K
TRIA
758
Trail Ridge Investment Advisors
Colorado
$324K -$8.11K -115 -2%
ZF
759
Zhang Financial
Michigan
$323K +$18.1K +291 +6%
OIA
760
Optimum Investment Advisors
Illinois
$322K -$10.9K -176 -3%
DWM
761
Doyle Wealth Management
Florida
$322K +$497 +8 +0.2%
Select Equity Group
762
Select Equity Group
New York
$322K +$322K +5,178 New
PCM
763
Parsons Capital Management
Rhode Island
$320K
TI
764
Truepoint Inc
Ohio
$317K
SW
765
SteelPeak Wealth
California
$317K +$310 +5 +0.1%
CWM
766
Castle Wealth Management
Florida
$316K
WC
767
Weil Company
California
$313K
CCFM
768
Clear Creek Financial Management
Washington
$312K -$4.72K -76 -1%
OBWP
769
O'Brien Wealth Partners
Massachusetts
$312K
HA
770
Herold Advisors
New York
$310K
AWA
771
Aaron Wealth Advisors
Illinois
$309K -$1.4M -22,528 -82%
WI
772
Wintrust Investments
Illinois
$309K +$36.3K +583 +13%
FPW
773
Flagship Private Wealth
Massachusetts
$306K +$1.55K +25 +0.5%
NRI
774
NFP Retirement Inc
California
$305K -$54.7K -880 -15%
VFG
775
V2 Financial group
Illinois
$298K