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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 %
OA
876
Oxbow Advisors
Texas
$264K
CW
877
Connectus Wealth
Ohio
$263K +$146 +2 +0.1%
ICM
878
IMS Capital Management
Oregon
$263K
MCCP
879
Mission Creek Capital Partners
California
$263K
OBWP
880
O'Brien Wealth Partners
Massachusetts
$261K
GA
881
Goldstein Advisors
Wisconsin
$261K +$261K +3,576 New
KWM
882
Kolinsky Wealth Management
New Jersey
$258K +$17.1K +236 +7%
VC
883
Vicus Capital
Pennsylvania
$256K +$9.2K +126 +4%
JIC
884
Joel Isaacson & Co
New York
$256K +$584 +8 +0.2%
FWI
885
Facet Wealth Inc
Maryland
$255K +$255K +3,415 New
WW
886
Waterfront Wealth
Kansas
$254K +$9.69K +128 +4%
BL
887
Balentine LLC
Georgia
$253K
MFG
888
Merit Financial Group
Georgia
$253K -$80.4K -1,101 -24%
BCAM
889
Boston Common Asset Management
Massachusetts
$252K
HCM
890
Howland Capital Management
Massachusetts
$252K
GIA
891
Guyasuta Investment Advisors
Pennsylvania
$252K
Millennium Management
892
Millennium Management
New York
$251K -$2.9M -39,691 -92%
APW
893
Acima Private Wealth
Virginia
$249K -$61.3K -840 -20%
TIM
894
Tortoise Investment Management
New York
$248K
VRM
895
Vectors Research Management
New York
$248K
NP
896
NorthRock Partners
Minnesota
$248K -$25.6K -351 -9%
Russell Investments Group
897
Russell Investments Group
United Kingdom
$247K +$189K +2,581 +322%
ORC
898
O'Rourke & Company
Massachusetts
$244K -$2.05K -28 -0.8%
OWA
899
Octavia Wealth Advisors
Ohio
$244K -$5.04K -69 -2%
CP
900
Covenant Partners
Tennessee
$244K