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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 %
HCP
951
Holt Capital Partners
Texas
$208K +$208K +3,084 New
PCM
952
Poehling Capital Management
Wisconsin
$207K +$207K +3,076 New
CIC
953
Carnegie Investment Counsel
Ohio
$207K -$46.5K -689 -18%
JWM
954
JGP Wealth Management
Oregon
$205K +$205K +3,045 New
Qube Research & Technologies (QRT)
955
Qube Research & Technologies (QRT)
United Kingdom
$205K -$317K -4,695 -61%
HBWM
956
Hollow Brook Wealth Management
New York
$205K +$205K +3,034 New
1IA
957
1834 Investment Advisors
Wisconsin
$204K +$204K +3,028 New
FBA
958
Front Barnett Associates
Illinois
$204K +$204K +3,030 New
WCG
959
Weaver Consulting Group
California
$204K +$204K +3,024 New
TA
960
TruWealth Advisors
Louisiana
$203K +$203K +3,012 New
Betterment LLC
961
Betterment LLC
New York
$203K +$203K +3,012 New
AIM
962
Aspen Investment Management
Michigan
$203K +$203K +3,015 New
WDL
963
Well Done LLC
Michigan
$203K +$203K +3,008 New
EA
964
Eclectic Associates
California
$202K +$202K +3,000 New
DFA
965
DHJJ Financial Advisors
Illinois
$202K +$202K +3,000 New
FIC
966
Family Investment Center
Missouri
$202K +$202K +2,992 New
VNB
967
Virginia National Bank
Virginia
$201K -$189K -2,796 -48%
GIA
968
GHP Investment Advisors
Colorado
$201K +$1.82K +27 +0.9%
GWM
969
GSB Wealth Management
Connecticut
$201K +$201K +2,975 New
MIFH
970
Migdal Insurance & Financial Holdings
Israel
$200K
QT
971
Quantbot Technologies
New York
$197K +$197K +2,915 New
CWA
972
Core Wealth Advisors
Florida
$196K +$196K +2,911 New
HWM
973
Horizons Wealth Management
North Carolina
$195K
TF
974
TimeScale Financial
Massachusetts
$190K +$62 +1 +0%
TH
975
TCTC Holdings
Texas
$189K