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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 %
FFM
801
Flagstone Financial Management
Nebraska
$332K +$332K +4,922 New
PWA
802
Providence Wealth Advisors
Illinois
$330K
AG
803
Ascent Group
Virginia
$328K
WI
804
Wintrust Investments
Illinois
$326K -$8.97K -133 -3%
VFG
805
V2 Financial group
Illinois
$324K
CB
806
Cadence Bank
Mississippi
$323K +$23.3K +345 +8%
JFG
807
Jefferies Financial Group
New York
$321K +$321K +4,752 New
SWPG
808
Strategic Wealth Partners Group
Illinois
$320K +$135 +2 +0%
FHA
809
Flagship Harbor Advisors
Massachusetts
$320K -$3.31K -49 -1%
MFA
810
McClarren Financial Advisors
Pennsylvania
$319K
PPC
811
Park Place Capital
Alabama
$319K +$319K +4,724 New
RVPG
812
Relative Value Partners Group
$318K -$57.8K -857 -15%
JJBC
813
James J. Burns & Company
New York
$318K
CW
814
CIC Wealth
Maryland
$317K +$317K +4,707 New
WCWM
815
Willow Creek Wealth Management
California
$317K +$28.6K +423 +10%
FPAS
816
Focus Partners Advisor Solutions
Missouri
$315K +$5.6K +83 +2%
JIP
817
Jaffetilchin Investment Partners
Florida
$315K +$3.31K +49 +1%
TFA
818
TPG Financial Advisors
Oregon
$315K +$44.9K +666 +17%
Wealth Enhancement Advisory Services
819
Wealth Enhancement Advisory Services
Minnesota
$314K -$17.7K -247 -5%
NCM
820
Neumann Capital Management
California
$314K -$48.5K -719 -13%
CCMG
821
Clark Capital Management Group
Pennsylvania
$313K -$62.7K -929 -17%
MFG
822
Merit Financial Group
Georgia
$312K +$48.5K +719 +18%
AWA
823
Aaron Wealth Advisors
Illinois
$311K -$23.9K -354 -7%
BB
824
Bell Bank
North Dakota
$310K
HFP
825
Holistic Financial Partners
Indiana
$310K