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iShares Russell Mid-Cap ETF

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
BLC
851
Brown, Lisle/Cummings
Rhode Island
$251K
PCM
852
Passive Capital Management
Maryland
$250K
OHWP
853
Oak Harbor Wealth Partners
North Carolina
$250K +$4.2K +65 +2%
BFM
854
Boston Financial Management
Massachusetts
$249K +$43.1K +667 +21%
IF
855
Ironwood Financial
Arizona
$248K +$38.9K +602 +19%
APP
856
Avantax Planning Partners
Iowa
$247K -$35.8K -554 -13%
FFG
857
Frisch Financial Group
New York
$247K -$4.2K -65 -2%
PPW
858
PACK Private Wealth
Minnesota
$247K
TI
859
Trexquant Investment
Connecticut
$246K +$246K +3,806 New
OWA
860
Opal Wealth Advisors
New York
$246K +$246K +3,810 New
CIC
861
Carnegie Investment Counsel
Ohio
$243K -$74.3K -1,150 -23%
FPCG
862
Fort Pitt Capital Group
Pennsylvania
$242K -$20.3K -314 -8%
TDWM
863
Topel & Distasi Wealth Management
California
$241K -$583 -9 -0.2%
PFC
864
Phocas Financial Corp
California
$241K
CWMGP
865
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$241K +$777 +12 +0.3%
ACM
866
AlphaStar Capital Management
North Carolina
$240K -$2.27K -35 -0.9%
UCB
867
United Community Bank
South Carolina
$238K
CWM
868
Congress Wealth Management
Massachusetts
$238K
FIA
869
Foundations Investment Advisors
Arizona
$237K +$12.9K +197 +6%
RIM
870
Reynolds Investment Management
South Carolina
$236K +$65 +1 +0%
OA
871
Oxbow Advisors
Texas
$234K
WAP
872
Wealthcare Advisory Partners
Pennsylvania
$234K +$21.7K +336 +10%
ICM
873
IMS Capital Management
Oregon
$233K
AWC
874
Abundance Wealth Counselors
Pennsylvania
$233K
CW
875
Connectus Wealth
Ohio
$233K +$233K +3,595 New