IWR icon

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 %
PAM
776
Palisade Asset Management
Minnesota
$364K
WDG
777
Wealth Dimensions Group
Ohio
$361K
BWP
778
Bernardo Wealth Planning
Pennsylvania
$360K +$202 +3 +0.1%
SCM
779
SOL Capital Management
Maryland
$360K -$27K -400 -7%
HFS
780
HBC Financial Services
Washington
$359K
CST
781
Charles Schwab Trust
Nevada
$357K
CSWM
782
Cassady Schiller Wealth Management
Ohio
$356K +$809 +12 +0.2%
GFS
783
GYL Financial Synergies
Connecticut
$355K
RBC
784
Roble Belko & Company
Pennsylvania
$355K
ZF
785
Zhang Financial
Michigan
$351K +$607 +9 +0.2%
NRI
786
NFP Retirement Inc
California
$351K +$20.4K +303 +6%
PCM
787
Parsons Capital Management
Rhode Island
$348K
OIA
788
Optimum Investment Advisors
Illinois
$346K -$2.9K -43 -0.8%
SW
789
SteelPeak Wealth
California
$345K +$405 +6 +0.1%
GC
790
Gratus Capital
Georgia
$344K +$344K +5,100 New
CWM
791
Castle Wealth Management
Florida
$343K
TVAMP
792
Tennessee Valley Asset Management Partners
Tennessee
$341K -$56.4K -836 -14%
ST
793
Spinnaker Trust
Maine
$341K -$11.8K -175 -3%
WC
794
Weil Company
California
$340K
OBWP
795
O'Brien Wealth Partners
Massachusetts
$339K
HA
796
Herold Advisors
New York
$337K
FPW
797
Flagship Private Wealth
Massachusetts
$334K +$1.69K +25 +0.5%
NSCM
798
New South Capital Management
Tennessee
$334K +$334K +4,950 New
WWM
799
Western Wealth Management
Colorado
$333K -$335K -4,971 -50%
DA
800
Dover Advisors
Virginia
$332K +$332K +4,923 New