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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 %
WOC
826
West Oak Capital
California
$310K
TRIA
827
Trail Ridge Investment Advisors
Colorado
$310K
CCP
828
Cassia Capital Partners
North Carolina
$308K
PWM
829
PBMares Wealth Management
Virginia
$307K
LWA
830
LWS Wealth Advisors
New Jersey
$305K -$267K -3,953 -47%
VWM
831
Venturi Wealth Management
Texas
$304K +$21K +312 +7%
VWA
832
V Wealth Advisors
Kansas
$304K +$304K +4,500 New
FIA
833
Foundations Investment Advisors
Arizona
$302K -$15.9K -236 -5%
KCPG
834
Kavar Capital Partners Group
Kansas
$301K -$7.08K -105 -2%
PIFP
835
Partners in Financial Planning
Virginia
$301K -$35.9K -534 -11%
NIM
836
Northeast Investment Management
Massachusetts
$300K +$27.2K +403 +10%
AWM
837
Angeles Wealth Management
California
$300K
FA
838
Financial Alternatives
California
$298K +$298K +4,421 New
TC
839
Trust Company
Kansas
$298K +$10.7K +159 +4%
GJIC
840
Gamble Jones Investment Counsel
California
$297K
Renaissance Technologies
841
Renaissance Technologies
New York
$297K -$155K -2,300 -34%
RBC
842
Romano Brothers & Co
Illinois
$295K
PL
843
Plancorp LLC
Missouri
$295K -$809 -12 -0.3%
FPFS
844
First Personal Financial Services
North Carolina
$295K
DA
845
Detalus Advisors
Missouri
$294K -$81.9K -1,215 -22%
AF
846
Advisornet Financial
Minnesota
$293K -$4.11K -61 -1%
OL
847
Optas LLC
Texas
$293K
CCM
848
Colorado Capital Management
Colorado
$293K +$24.5K +365 +9%
APP
849
Avantax Planning Partners
Iowa
$292K -$1.82K -27 -0.6%
LFS
850
Lutz Financial Services
Nebraska
$291K +$2.36K +35 +0.8%