IWR icon

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 %
RI
1051
Ridgewood Investments
New Jersey
$67.8K
DAC
1052
Dividend Assets Capital
South Carolina
$66K
LWA
1053
Lowe Wealth Advisors
Maryland
$65.7K
VCM
1054
Versant Capital Management
Arizona
$60.1K
RTC
1055
Riverview Trust Company
Washington
$58.6K
PAI
1056
Pittenger & Anderson Inc
Nebraska
$55.9K
CMA
1057
Cedar Mountain Advisors
Oregon
$55.9K
BC
1058
Barrett & Company
Rhode Island
$54.7K
WTA
1059
Washington Trust Advisors
Massachusetts
$51.9K
EBA
1060
Eagle Bay Advisors
New York
$50.5K -$4.53K -62 -8%
HBW
1061
Hazlett, Burt & Watson
West Virginia
$50K +$41K +549 +454%
NFSG
1062
Newbridge Financial Services Group
Florida
$49.2K
CAS
1063
Coppell Advisory Solutions
Texas
$49.1K +$49.1K +679 New
GWSG
1064
GPS Wealth Strategies Group
Colorado
$45K
FWM
1065
Focused Wealth Management
New York
$44.8K +$7.08K +97 +19%
MFA
1066
Morling Financial Advisors
California
$44.7K
WWM
1067
Wolff Wiese Magana
California
$44.2K
BCMLT
1068
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.8K -$3.43K -47 -7%
ICM
1069
Intrepid Capital Management
Florida
$43.1K +$43.1K +590 New
NMG
1070
New Millennium Group
Utah
$42.2K
TRCT
1071
Tower Research Capital (TRC)
New York
$37.1K +$22.5K +308 +154%
POIA
1072
Pin Oak Investment Advisors
Texas
$37K
BONH
1073
Bank of New Hampshire
New Hampshire
$36.5K
TAM
1074
Tucker Asset Management
Colorado
$35.4K +$26.4K +362 +294%
RCM
1075
Robinson Capital Management
Michigan
$34.7K