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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 %
JIC
876
Joel Isaacson & Co
New York
$215K -$186K -2,994 -46%
GGS
877
Galvin Gaustad & Stein
Arizona
$215K -$47.9K -769 -18%
GIA
878
Guyasuta Investment Advisors
Pennsylvania
$214K
CP
879
Covenant Partners
Tennessee
$213K
CFS
880
CRA Financial Services
New Jersey
$213K
OWA
881
Octavia Wealth Advisors
Ohio
$212K
TIM
882
Tortoise Investment Management
New York
$211K
VC
883
Vicus Capital
Pennsylvania
$211K +$124 +2 +0.1%
OWA
884
Opal Wealth Advisors
New York
$210K -$26.5K -427 -11%
FAM
885
Formidable Asset Management
Ohio
$210K
VBWMG
886
Von Berge Wealth Management Group
California
$209K
ORC
887
O'Rourke & Company
Massachusetts
$209K
PCMC
888
Private Capital Management (Colorado)
Colorado
$207K -$47.9K -770 -19%
LIA
889
LBMC Investment Advisors
Tennessee
$207K
SA
890
Shilanski & Associates
Alaska
$207K +$207K +3,331 New
WAP
891
Wealthcare Advisory Partners
Pennsylvania
$205K -$20K -321 -9%
EBT
892
Enterprise Bank & Trust
Massachusetts
$205K
PMG
893
ProVise Management Group
Florida
$202K -$11K -177 -5%
LI
894
LVZ Inc
Michigan
$202K
TA
895
TFG Advisers
Michigan
$202K +$869 +14 +0.4%
AWA
896
Amplius Wealth Advisors
Pennsylvania
$202K +$202K +3,258 New
MCM
897
Morton Capital Management
California
$200K
EFG
898
Everhart Financial Group
Ohio
$200K +$1.24K +20 +0.6%
TAM
899
Townsend Asset Management
North Carolina
$193K
TF
900
TimeScale Financial
Massachusetts
$190K -$62 -1 -0%