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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 %
OL
826
Optas LLC
Texas
$317K
LFS
827
Lutz Financial Services
Nebraska
$317K +$1.61K +22 +0.5%
RBC
828
Romano Brothers & Co
Illinois
$317K
WCWM
829
Willow Creek Wealth Management
California
$312K
TCOV
830
Trust Company of Vermont
Vermont
$309K
BFG
831
Bouchey Financial Group
New York
$309K +$14.2K +194 +5%
GSIS
832
Global Strategic Investment Solutions
Arizona
$309K
FPFS
833
First Personal Financial Services
North Carolina
$308K
Wellington Management Group
834
Wellington Management Group
Massachusetts
$307K
CA
835
Cullinan Associates
Kentucky
$307K +$307K +4,200 New
M1FG
836
Mach-1 Financial Group
Arkansas
$306K +$306K +4,194 New
KCPG
837
Kavar Capital Partners Group
Kansas
$304K -$6.21K -85 -2%
ST
838
Sentinel Trust
Texas
$304K
AIA
839
Arbor Investment Advisors
North Carolina
$304K
HWM
840
Hohimer Wealth Management
Washington
$303K -$9.42K -129 -3%
PCA
841
Peddock Capital Advisors
Massachusetts
$301K -$8.76K -120 -3%
CWP
842
Cyndeo Wealth Partners
Florida
$301K -$23.4K -321 -7%
NFP
843
Narus Financial Partners
Utah
$301K +$301K +4,122 New
KWS
844
Keystone Wealth Services
California
$300K +$300K +4,110 New
TC
845
Trust Company
Kansas
$299K -$2.63K -36 -0.9%
BFO
846
Biltmore Family Office
North Carolina
$292K
CBOR
847
Community Bank of Raymore
Missouri
$290K -$5.62K -77 -2%
TI
848
Truepoint Inc
Ohio
$289K
APW
849
Aurora Private Wealth
New Jersey
$285K -$12.2K -167 -4%
LWA
850
LWS Wealth Advisors
New Jersey
$284K +$510 +7 +0.2%