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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 %
CWM
776
Castle Wealth Management
Florida
$371K
MCM
777
Manchester Capital Management
Vermont
$369K +$146K +2,000 +65%
ST
778
Spinnaker Trust
Maine
$369K
AF
779
Arrow Financial
New York
$368K -$12.1K -166 -3%
WC
780
Weil Company
California
$368K
WLPWM
781
Walled Lake Planning & Wealth Management
Illinois
$366K +$56.8K +778 +18%
TFA
782
Triad Financial Advisors
North Carolina
$366K -$69.1K -946 -16%
HA
783
Herold Advisors
New York
$365K
EGA
784
E&G Advisors
Texas
$365K
FPW
785
Flagship Private Wealth
Massachusetts
$364K +$1.02K +14 +0.3%
MHS
786
M Holdings Securities
Oregon
$364K -$804K -11,005 -69%
BWP
787
Bernardo Wealth Planning
Pennsylvania
$363K -$29.9K -409 -8%
DA
788
Dash Acquisitions
California
$362K +$362K +4,952 New
RCAG
789
Rehmann Capital Advisory Group
Michigan
$361K -$33.2K -454 -8%
FFM
790
Flagstone Financial Management
Nebraska
$359K
AHB
791
Abner Herrman & Brock
New Jersey
$358K +$16K +219 +5%
WI
792
Wintrust Investments
Illinois
$357K +$73 +1 +0%
TP
793
Tranquility Partners
Tennessee
$353K +$45.8K +627 +15%
AF
794
Advisornet Financial
Minnesota
$353K +$44.6K +611 +14%
CSC
795
Caldwell Sutter Capital
California
$353K +$338K +4,632 +2,316%
NCM
796
NCM Capital Management
New Jersey
$351K -$1.09M -14,919 -76%
AWAG
797
ARS Wealth Advisors Group
Florida
$349K -$123K -1,683 -26%
NRI
798
NFP Retirement Inc
California
$347K +$146 +2 +0%
JFG
799
Jefferies Financial Group
New York
$346K
AWA
800
Aaron Wealth Advisors
Illinois
$346K -$14.9K -204 -4%