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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 %
LIA
901
LBMC Investment Advisors
Tennessee
$244K +$73 +1 +0%
DA
902
Detalus Advisors
Missouri
$242K -$87.9K -1,204 -27%
VBWMG
903
Von Berge Wealth Management Group
California
$242K
UIA
904
Ulland Investment Advisors
Minnesota
$241K
EBT
905
Enterprise Bank & Trust
Massachusetts
$241K
CAM
906
CPA Asset Management
Florida
$241K -$10K -137 -4%
EFG
907
Everhart Financial Group
Ohio
$240K +$6.28K +86 +3%
TA
908
TFG Advisers
Michigan
$240K +$511 +7 +0.2%
MIC
909
Meridian Investment Counsel
California
$239K +$239K +3,275 New
First Manhattan
910
First Manhattan
New York
$239K +$99.7K +1,365 +72%
OHWP
911
Oak Harbor Wealth Partners
North Carolina
$237K +$730 +10 +0.3%
LI
912
LVZ Inc
Michigan
$237K
VDI
913
Vaughan David Investments
Illinois
$233K +$233K +3,194 New
PPC
914
Park Place Capital
Alabama
$231K -$39.9K -547 -15%
FAM
915
Formidable Asset Management
Ohio
$231K
HP
916
Hilltop Partners
Indiana
$230K -$584 -8 -0.3%
GGS
917
Galvin Gaustad & Stein
Arizona
$229K -$5.26K -72 -2%
VAS
918
Vestmark Advisory Solutions
Massachusetts
$229K +$229K +3,139 New
TWM
919
TMD Wealth Management
Arizona
$229K +$229K +3,139 New
DCM
920
DGS Capital Management
New Jersey
$229K +$229K +3,133 New
TAM
921
Townsend Asset Management
North Carolina
$228K +$292 +4 +0.1%
FAM
922
Flaharty Asset Management
Florida
$228K -$21.9K -300 -9%
EA
923
Emerald Advisors
Washington
$228K
Betterment LLC
924
Betterment LLC
New York
$227K +$17.8K +244 +9%
ARG
925
Advisory Resource Group
Oklahoma
$227K +$227K +3,103 New