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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 %
FAIM
751
Financial Advocates Investment Management
Washington
$403K -$82.7K -1,133 -17%
GSAM
752
Grant Street Asset Management
Pennsylvania
$402K +$402K +5,500 New
SFG
753
StrategIQ Financial Group
Indiana
$401K
FPB
754
First PREMIER Bank
South Dakota
$401K -$30.4K -415 -7%
DPI
755
Diversified Portfolios Inc
Michigan
$399K -$29.2K -400 -7%
HFS
756
HBC Financial Services
Washington
$397K
WPC
757
Wedmont Private Capital
Pennsylvania
$395K +$395K +5,297 New
TF
758
Tompkins Financial
New York
$395K
PAM
759
Palisade Asset Management
Minnesota
$394K
MC
760
Moors & Cabot
Massachusetts
$393K -$63.9K -875 -14%
SCM
761
SOL Capital Management
Maryland
$389K
SC
762
Sonen Capital
California
$389K
JIP
763
Jaffetilchin Investment Partners
Florida
$388K +$46K +630 +13%
TWA
764
TCI Wealth Advisors
Arizona
$388K -$23.4K -320 -6%
BFM
765
Broadview Financial Management
Wisconsin
$387K -$193K -2,636 -33%
PAM
766
Peak Asset Management
Colorado
$385K +$385K +5,270 New
CC
767
Callan Capital
California
$384K
ZF
768
Zhang Financial
Michigan
$381K +$365 +5 +0.1%
MOACM
769
Mutual of America Capital Management
New York
$381K +$76.5K +1,048 +25%
LFA
770
Legacy Financial Advisors
Kentucky
$380K
STA
771
Summit Trail Advisors
New York
$377K +$146 +2 +0%
PCM
772
Parsons Capital Management
Rhode Island
$377K
GC
773
Gratus Capital
Georgia
$375K +$2.92K +40 +0.8%
PCA
774
Prosperity Capital Advisors
Ohio
$374K +$374K +5,118 New
TVAMP
775
Tennessee Valley Asset Management Partners
Tennessee
$373K +$2.92K +40 +0.8%