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iShares Russell Mid-Cap ETF

1,118 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 333 increasing their positions, 406 reducing their positions, and 68 closing their positions.

Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.9%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1.01%
New
78
Increased
333
Reduced
406
Closed
68
Calls
$11.5M
Puts
$1.78M
Net Calls
+$9.75M
Net Calls Change
+$7.75M
Name Market Value Shares Shares
Change
Shares
Change %
SC
1051
Stephens Consulting
Michigan
$31.6K 452 -536 -54%
PCFFS
1052
Pacific Center for Financial Services
California
$31.3K 448 +448 New
MIM
1053
Macroview Investment Management
Maryland
$30.8K 441
RDIA
1054
RE Dickinson Investment Advisors
Iowa
$30K 435
AC
1055
AlphaCore Capital
California
$29.4K 420
NC
1056
NewSquare Capital
Pennsylvania
$29.4K 420 +420 New
PP
1057
PrairieView Partners
Minnesota
$29K 422
MWM
1058
Mascoma Wealth Management
New Hampshire
$28.2K 406
KM
1059
Kalos Management
Georgia
$28.1K 402
FSWA
1060
Financial Synergies Wealth Advisors
Texas
$27.2K 389 +217 +126%
AWM
1061
Accel Wealth Management
Iowa
$27.1K 388 +1 +0.3%
KFI
1062
Key Financial Inc
Pennsylvania
$27.1K 388
CPA
1063
Cardiff Park Advisors
California
$26.6K 380
JWM
1064
Janiczek Wealth Management
Colorado
$26.3K 378
OLVIG
1065
Oliver Lagore Vanvalin Investment Group
Michigan
$26K 372
FCB
1066
First Command Bank
Texas
$25.6K 366 -269 -42%
FCFS
1067
First Command Financial Services
Texas
$25.6K 366 -269 -42%
SMA
1068
Sage Mountain Advisors
Georgia
$24K 343 +76 +28%
SVCP
1069
Silicon Valley Capital Partners
California
$23.1K 331 +1 +0.3%
SIC
1070
SJS Investment Consulting
Ohio
$22.7K 325
AA
1071
Addison Advisors
Vermont
$22.7K 325
CA
1072
Centerpoint Advisors
Massachusetts
$21K 295 -3 -1%
PFSC
1073
Peoples Financial Services Corp
Pennsylvania
$21K 300
NG
1074
NWK Group
California
$19.8K 283
BAM
1075
Bellevue Asset Management
Washington
$19.6K 280