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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 %
CW
901
Connectus Wealth
Ohio
$242K +$270 +4 +0.1%
KDA
902
Kraft Davis & Associates
Missouri
$242K +$242K +3,290 New
ATC
903
Adirondack Trust Company
New York
$240K
VBWMG
904
Von Berge Wealth Management Group
California
$240K
Neuberger Berman Group
905
Neuberger Berman Group
New York
$240K -$65.4K -969 -21%
FPCG
906
Fort Pitt Capital Group
Pennsylvania
$238K
JIC
907
Joel Isaacson & Co
New York
$235K +$2.02K +30 +0.9%
IP
908
Investment Partners
Ohio
$234K -$85.3K -1,265 -27%
PCM
909
Penn Capital Management
Pennsylvania
$234K +$234K +3,474 New
WW
910
Waterfront Wealth
Kansas
$234K -$73 -1 -0%
BL
911
Balentine LLC
Georgia
$234K +$48K +711 +26%
GIA
912
Guyasuta Investment Advisors
Pennsylvania
$233K
CAL
913
Capital Analysts LLC
Pennsylvania
$232K +$54.5K +810 +31%
CP
914
Covenant Partners
Tennessee
$231K
FAM
915
Flaharty Asset Management
Florida
$231K -$59.7K -885 -21%
OWA
916
Octavia Wealth Advisors
Ohio
$230K
HC
917
HNP Capital
New York
$229K -$18.1K -269 -7%
TIM
918
Tortoise Investment Management
New York
$229K
VRM
919
Vectors Research Management
New York
$229K -$18.1K -269 -7%
HNW
920
High Note Wealth
Minnesota
$228K
GGS
921
Galvin Gaustad & Stein
Arizona
$227K -$5.94K -88 -3%
ORC
922
O'Rourke & Company
Massachusetts
$227K
LIA
923
LBMC Investment Advisors
Tennessee
$225K +$202 +3 +0.1%
PCMC
924
Private Capital Management (Colorado)
Colorado
$225K
UIA
925
Ulland Investment Advisors
Minnesota
$223K -$135K -2,000 -38%