IWR icon

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 %
CB
801
Cadence Bank
Mississippi
$276K +$276K +4,445 New
AF
802
Advisornet Financial
Minnesota
$274K -$24.2K -390 -8%
GJIC
803
Gamble Jones Investment Counsel
California
$274K
PL
804
Plancorp LLC
Missouri
$272K -$1.74K -28 -0.6%
FPFS
805
First Personal Financial Services
North Carolina
$272K
RBC
806
Romano Brothers & Co
Illinois
$272K +$272K +4,374 New
OL
807
Optas LLC
Texas
$270K
APP
808
Avantax Planning Partners
Iowa
$270K +$33K +531 +14%
PFC
809
Phocas Financial Corp
California
$269K +$37.2K +600 +16%
FAM
810
Flaharty Asset Management
Florida
$268K -$56K -900 -17%
WCWM
811
Willow Creek Wealth Management
California
$266K
LFS
812
Lutz Financial Services
Nebraska
$266K
SB
813
Strategic Blueprint
Georgia
$265K -$13.7K -221 -5%
MCM
814
Maryland Capital Management
Maryland
$265K
TC
815
Trust Company
Kansas
$265K +$3.23K +52 +1%
APW
816
Acima Private Wealth
Virginia
$264K
TCOV
817
Trust Company of Vermont
Vermont
$263K
GSIS
818
Global Strategic Investment Solutions
Arizona
$263K +$263K +4,226 New
VWM
819
Venturi Wealth Management
Texas
$261K -$19.4K -312 -7%
Wellington Management Group
820
Wellington Management Group
Massachusetts
$261K
APW
821
Aurora Private Wealth
New Jersey
$258K -$2.48K -40 -1%
TDWM
822
Topel & Distasi Wealth Management
California
$257K -$2.44K -35 -0.9%
SEIA
823
Signature Estate & Investment Advisors
California
$257K
KFP
824
KMG Fiduciary Partners
Ohio
$256K -$20.3K -326 -7%
NP
825
NorthRock Partners
Minnesota
$254K -$63.9K -1,028 -20%