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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 %
SB
851
Strategic Blueprint
Georgia
$284K -$18.3K -250 -6%
PTP
852
Platform Technology Partners
New York
$283K
FHA
853
Flagship Harbor Advisors
Massachusetts
$282K -$25.9K -355 -8%
KFP
854
KMG Fiduciary Partners
Ohio
$281K -$20.3K -278 -7%
Fisher Asset Management
855
Fisher Asset Management
Washington
$281K +$281K +3,848 New
APP
856
Avantax Planning Partners
Iowa
$281K -$18.3K -251 -6%
PPW
857
PACK Private Wealth
Minnesota
$279K
BAAM
858
Baker Avenue Asset Management
California
$279K -$38.6K -528 -12%
FA
859
Financial Alternatives
California
$279K -$44.3K -607 -14%
CWM
860
Congress Wealth Management
Massachusetts
$278K
CCFM
861
Clear Creek Financial Management
Washington
$278K -$71.9K -984 -21%
VFG
862
V2 Financial group
Illinois
$278K -$73K -1,000 -21%
UL
863
Unionview LLC
Washington
$277K +$657 +9 +0.2%
EWM
864
Evermay Wealth Management
Virginia
$276K
TDWM
865
Topel & Distasi Wealth Management
California
$274K +$3.14K +43 +1%
WWM
866
Western Wealth Management
Colorado
$272K -$82.4K -1,128 -23%
WWM
867
Windsor Wealth Management
Indiana
$270K +$19.4K +265 +8%
CFS
868
CRA Financial Services
New Jersey
$270K
ATC
869
Adirondack Trust Company
New York
$270K -$683 -9 -0.3%
FEG
870
Fund Evaluation Group
Ohio
$269K
Neuberger Berman Group
871
Neuberger Berman Group
New York
$269K +$18.8K +258 +8%
UCB
872
United Community Bank
South Carolina
$269K
CAL
873
Capital Analysts LLC
Pennsylvania
$267K +$11.8K +161 +5%
PMG
874
ProVise Management Group
Florida
$267K -$186K -2,546 -41%
PIFP
875
Partners in Financial Planning
Virginia
$267K +$584 +8 +0.2%