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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 %
BLC
876
Brown, Lisle/Cummings
Rhode Island
$261K
CAM
877
CPA Asset Management
Florida
$261K +$261K +3,865 New
CCA
878
Checchi Capital Advisers
California
$261K
CW
879
CreativeOne Wealth
Kansas
$258K -$9.11K -135 -3%
PPW
880
PACK Private Wealth
Minnesota
$258K
RA
881
RFG Advisory
Alabama
$258K -$56.8K -767 -18%
CWM
882
Congress Wealth Management
Massachusetts
$257K +$8.5K +126 +3%
PTP
883
Platform Technology Partners
New York
$256K
BAAM
884
Baker Avenue Asset Management
California
$256K +$1.21K +18 +0.5%
CFS
885
CRA Financial Services
New Jersey
$256K +$24.5K +364 +11%
OHWP
886
Oak Harbor Wealth Partners
North Carolina
$256K -$12.5K -185 -5%
AWC
887
Abundance Wealth Counselors
Pennsylvania
$255K +$12.3K +183 +5%
LWMNY
888
Landmark Wealth Management (New York)
New York
$253K +$337 +5 +0.1%
HCM
889
Howland Capital Management
Massachusetts
$253K -$54K -800 -18%
FFG
890
Frisch Financial Group
New York
$249K +$741 +11 +0.3%
TDWM
891
Topel & Distasi Wealth Management
California
$249K
UCB
892
United Community Bank
South Carolina
$248K
FEG
893
Fund Evaluation Group
Ohio
$248K +$248K +3,681 New
NW
894
NewEdge Wealth
Pennsylvania
$247K -$451K -6,683 -65%
VC
895
Vicus Capital
Pennsylvania
$246K +$16.5K +244 +7%
OA
896
Oxbow Advisors
Texas
$244K
FCH
897
Freestone Capital Holdings
Washington
$243K
ICM
898
IMS Capital Management
Oregon
$243K
MCCP
899
Mission Creek Capital Partners
California
$243K
TP
900
Tranquility Partners
Tennessee
$243K -$27.7K -410 -10%