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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 %
FWM
951
Fairhaven Wealth Management
Illinois
$216K +$216K +2,958 New
TC
952
TownSquare Capital
Utah
$216K +$216K +2,955 New
IWP
953
Invenio Wealth Partners
Florida
$216K +$216K +2,952 New
RHP
954
Royal Harbor Partners
Texas
$215K
FBT
955
First Bank & Trust
South Dakota
$215K
TH
956
TCTC Holdings
Texas
$214K -$7.3K -100 -3%
FIM
957
Fernwood Investment Management
Massachusetts
$213K
TC
958
TAGStone Capital
North Carolina
$213K
BAG
959
Briggs Advisory Group
Rhode Island
$212K
PI
960
Pettee Investors
Connecticut
$212K
AF
961
Apexium Financial
Texas
$211K +$511 +7 +0.2%
PSF
962
Pacific Sun Financial
California
$211K +$211K +3,020 New
KWMG
963
King Wealth Management Group
Florida
$211K
CA
964
Claro Advisors
Massachusetts
$210K +$210K +2,870 New
FCH
965
Freestone Capital Holdings
Washington
$209K +$209K +2,858 New
HWM
966
Horizons Wealth Management
North Carolina
$208K
OW
967
Olistico Wealth
Oklahoma
$208K +$208K +2,849 New
WJA
968
Willis Johnson & Associates
Texas
$208K -$14.5K -199 -7%
HCC
969
Hirtle Callaghan & Co
Pennsylvania
$207K -$2.5M -34,165 -92%
GKIM
970
GW&K Investment Management
Massachusetts
$207K
HPC
971
HM Payson & Co
Maine
$206K -$11.8K -161 -5%
GIA
972
GHP Investment Advisors
Colorado
$206K -$14.2K -193 -6%
ACM
973
Alamar Capital Management
California
$206K -$11K -150 -5%
AIM
974
Aspen Investment Management
Michigan
$205K +$205K +2,801 New
PCTC
975
Perkins Coie Trust Company
Washington
$204K