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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 %
CB
801
Cadence Bank
Mississippi
$346K
RVPG
802
Relative Value Partners Group
$345K +$365 +5 +0.1%
FPAS
803
Focus Partners Advisor Solutions
Missouri
$345K +$5.7K +78 +2%
MFA
804
McClarren Financial Advisors
Pennsylvania
$345K
MMPW
805
Mitchell McLeod Pugh & Williams
Alabama
$344K
CW
806
CIC Wealth
Maryland
$344K
TFA
807
TPG Financial Advisors
Oregon
$341K
AG
808
Ascent Group
Virginia
$339K
MFG
809
Monte Financial Group
Connecticut
$337K +$109K +1,490 +48%
BB
810
Bell Bank
North Dakota
$336K
WOC
811
West Oak Capital
California
$336K
HFP
812
Holistic Financial Partners
Indiana
$336K
OLVIG
813
Oliver Lagore Vanvalin Investment Group
Michigan
$336K +$308K +4,222 +1,135%
CCP
814
Cassia Capital Partners
North Carolina
$333K
PWM
815
PBMares Wealth Management
Virginia
$333K
LCOV
816
London Company of Virginia
Virginia
$329K +$329K +4,500 New
AWM
817
Angeles Wealth Management
California
$328K +$3.65K +50 +1%
VNA
818
Valley National Advisers
Pennsylvania
$328K
RBC
819
Roble Belko & Company
Pennsylvania
$328K
NIM
820
Northeast Investment Management
Massachusetts
$325K
CCA
821
Checchi Capital Advisers
California
$324K -$49.4K -677 -13%
HCM
822
HMS Capital Management
Tennessee
$321K -$175K -2,400 -35%
TRIA
823
Trail Ridge Investment Advisors
Colorado
$320K -$15.3K -210 -5%
PL
824
Plancorp LLC
Missouri
$319K
CCM
825
Colorado Capital Management
Colorado
$318K