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iShares Russell Mid-Cap ETF

1,057 hedge funds and large institutions have $19.7B invested in iShares Russell Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 330 increasing their positions, 362 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-18
Holders Change %
-1.67%
% of All Funds
18.28%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
59
Increased
330
Reduced
362
Closed
65
Calls
$9.25M
Puts
$2.11M
Net Calls
+$7.13M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
PTP
851
Platform Technology Partners
New York
$236K +$236K +3,800 New
BAAM
852
Baker Avenue Asset Management
California
$235K +$235K +3,778 New
OBWG
853
Onyx Bridge Wealth Group
New York
$234K -$54.4K -872 -19%
CIC
854
Carnegie Investment Counsel
Ohio
$234K
LWMNY
855
Landmark Wealth Management (New York)
New York
$233K +$233K +3,745 New
DIA
856
Dana Investment Advisors
Wisconsin
$232K -$11.2K -180 -5%
BCI
857
Brinker Capital Investments
Pennsylvania
$229K -$286K -4,602 -56%
FFG
858
Frisch Financial Group
New York
$229K -$8.26K -133 -3%
CWM
859
Congress Wealth Management
Massachusetts
$229K
BMWM
860
Brown Miller Wealth Management
Virginia
$229K +$229K +3,700 New
UCB
861
United Community Bank
South Carolina
$229K
VRM
862
Vectors Research Management
New York
$228K -$56.6K -911 -20%
HC
863
HNP Capital
New York
$228K -$56.6K -911 -20%
OA
864
Oxbow Advisors
Texas
$225K
HNW
865
High Note Wealth
Minnesota
$225K +$225K +3,375 New
FCH
866
Freestone Capital Holdings
Washington
$224K -$90.6K -1,457 -29%
AWC
867
Abundance Wealth Counselors
Pennsylvania
$224K
ICM
868
IMS Capital Management
Oregon
$224K
MCCP
869
Mission Creek Capital Partners
California
$224K +$224K +3,600 New
CW
870
Connectus Wealth
Ohio
$223K -$373 -6 -0.2%
ATC
871
Adirondack Trust Company
New York
$222K +$7.79K +125 +4%
MPW
872
Monterey Private Wealth
California
$222K +$222K +3,542 New
FPCG
873
Fort Pitt Capital Group
Pennsylvania
$220K -$13.4K -216 -6%
LAS
874
LWM Advisory Services
Florida
$218K +$310 +5 +0.1%
WW
875
Waterfront Wealth
Kansas
$217K