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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 %
CIAS
926
CBIZ Investment Advisory Services
Ohio
$226K
TA
927
Tiedemann Advisors
New York
$225K
HCP
928
Holt Capital Partners
Texas
$225K
RA
929
RFG Advisory
Alabama
$225K -$28.5K -390 -11%
PCM
930
Poehling Capital Management
Wisconsin
$225K
FFA
931
Fragasso Financial Advisors
Pennsylvania
$225K +$511 +7 +0.2%
CIC
932
Carnegie Investment Counsel
Ohio
$224K
WDL
933
Well Done LLC
Michigan
$224K +$4.38K +60 +2%
BAM
934
Belpointe Asset Management
Nevada
$223K -$185K -2,538 -45%
JWM
935
JGP Wealth Management
Oregon
$222K
WWP
936
Waypoint Wealth Partners
California
$222K +$222K +3,033 New
1IA
937
1834 Investment Advisors
Wisconsin
$221K
FBA
938
Front Barnett Associates
Illinois
$221K
WCG
939
Weaver Consulting Group
California
$221K
CGFA
940
Colton Groome Financial Advisors
North Carolina
$220K -$72.1K -987 -25%
TA
941
TruWealth Advisors
Louisiana
$220K
MLRA
942
Main Line Retirement Advisors
Montana
$220K +$220K +3,008 New
EA
943
Eclectic Associates
California
$219K
DFA
944
DHJJ Financial Advisors
Illinois
$219K
FIC
945
Family Investment Center
Missouri
$219K
FAT
946
First American Trust
California
$218K -$280K -3,837 -56%
GWM
947
GSB Wealth Management
Connecticut
$217K
DIP
948
Davis Investment Partners
North Carolina
$217K
BCI
949
Brinker Capital Investments
Pennsylvania
$217K -$549K -7,522 -72%
OPS
950
Orion Portfolio Solutions
Nebraska
$217K -$549K -7,522 -72%