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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 %
EWA
1026
EverSource Wealth Advisors
Alabama
$106K -$44.8K -613 -30%
NF
1027
Norwood Financial
Pennsylvania
$103K
EWP
1028
Elevation Wealth Partners
California
$103K
MFC
1029
Morris Financial Concepts
South Carolina
$99.6K
M
1030
MOTCO
Texas
$95.5K
GEA
1031
Glen Eagle Advisors
New Jersey
$94.4K
CT
1032
Colonial Trust
South Carolina
$91.3K
AIA
1033
Arcadia Investment Advisors
Idaho
$90.6K
FA
1034
Faithward Advisors
Pennsylvania
$89.6K -$377K -5,125 -81%
CCMI
1035
Creative Capital Management Investments
California
$87.6K
ADL
1036
Asset Dedication LLC
California
$86K
SCA
1037
Stonebridge Capital Advisors
Minnesota
$84K
CIAS
1038
Capital Investment Advisory Services
North Carolina
$83.7K +$7.96K +109 +11%
AIM
1039
Anchor Investment Management
South Carolina
$83K +$11K +150 +15%
FP
1040
Financial Perspectives
Minnesota
$81K +$39.3K +538 +94%
KHC
1041
Koesten Hirschmann & Crabtree
Kansas
$76.7K
BWL
1042
Bogart Wealth LLC
Virginia
$76.1K +$60.3K +825 +380%
CMP
1043
Coston McIsaac & Partners
Maine
$76K
WFA
1044
West Financial Advisors
Iowa
$76K
WP
1045
WealthPLAN Partners
Nebraska
$75K -$4.16K -57 -5%
CB
1046
CNB Bank
Pennsylvania
$73K
KTC
1047
Kistler-Tiffany Companies
Pennsylvania
$73K
RIA
1048
Realta Investment Advisors
Delaware
$71.2K +$71.2K +975 New
GWMIA
1049
Global Wealth Management Investment Advisory
Florida
$67.9K +$67.9K +930 New
National Bank of Canada
1050
National Bank of Canada
Quebec, Canada
$67.9K