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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 %
AWAG
851
ARS Wealth Advisors Group
Florida
$288K -$107K -1,582 -27%
APW
852
Acima Private Wealth
Virginia
$286K
TCOV
853
Trust Company of Vermont
Vermont
$286K
GSIS
854
Global Strategic Investment Solutions
Arizona
$285K
Wellington Management Group
855
Wellington Management Group
Massachusetts
$283K
SB
856
Strategic Blueprint
Georgia
$282K -$5.67K -84 -2%
MOACM
857
Mutual of America Capital Management
New York
$281K -$19.1K -283 -6%
SEIA
858
Signature Estate & Investment Advisors
California
$279K
PNC
859
Park National Corp
Ohio
$279K +$279K +4,130 New
KFP
860
KMG Fiduciary Partners
Ohio
$277K
LWM
861
Laidlaw Wealth Management
New York
$276K +$276K +4,097 New
FCB
862
First County Bank
Connecticut
$276K +$276K +4,091 New
APW
863
Aurora Private Wealth
New Jersey
$274K -$6.61K -98 -2%
EWM
864
Evermay Wealth Management
Virginia
$274K +$135 +2 +0%
CBOR
865
Community Bank of Raymore
Missouri
$273K
BFG
866
Bouchey Financial Group
New York
$272K
ST
867
Sentinel Trust
Texas
$270K
AAMC
868
Asset Allocation & Management Company
Illinois
$270K +$270K +4,000 New
BFO
869
Biltmore Family Office
North Carolina
$270K
NP
870
NorthRock Partners
Minnesota
$269K -$6.54K -97 -2%
HT
871
HighTower Trust
Texas
$268K
TI
872
Truepoint Inc
Ohio
$267K -$77.6K -1,150 -23%
CWP
873
Cyndeo Wealth Partners
Florida
$266K +$266K +3,938 New
WLPWM
874
Walled Lake Planning & Wealth Management
Illinois
$265K -$7.42K -110 -3%
DIA
875
Dana Investment Advisors
Wisconsin
$264K +$12.1K +180 +5%