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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 %
MAWA
1076
Moss Adams Wealth Advisors
Washington
$25.6K +$25.6K +380 New
OLVIG
1077
Oliver Lagore Vanvalin Investment Group
Michigan
$25.1K
AWM
1078
Align Wealth Management
Oklahoma
$24.8K +$24.8K +399 New
KFI
1079
Key Financial Inc
Pennsylvania
$24.1K
EE
1080
EWG Elevate
California
$23.5K +$23.5K +348 New
SWM
1081
Sugarloaf Wealth Management
Georgia
$22.5K -$1.35K -20 -6%
SVCP
1082
Silicon Valley Capital Partners
California
$22.2K +$22.2K +330 New
AA
1083
Addison Advisors
Vermont
$21.9K
SIC
1084
SJS Investment Consulting
Ohio
$21.9K
VWM
1085
Valley Wealth Managers
New Jersey
$20.2K
PFSC
1086
Peoples Financial Services Corp
Pennsylvania
$20.2K
AssetMark Inc
1087
AssetMark Inc
California
$20.2K -$11.1K -164 -35%
CA
1088
Centerpoint Advisors
Massachusetts
$20K +$201 +3 +1%
NG
1089
NWK Group
California
$19.1K -$11.8K -175 -38%
TWA
1090
TCI Wealth Advisors
Arizona
$18.9K -$270 -4 -1%
BAM
1091
Bellevue Asset Management
Washington
$18.7K
RPCA
1092
Running Point Capital Advisors
California
$18.1K
SMA
1093
Sage Mountain Advisors
Georgia
$18K +$18K +267 New
SC
1094
Sawyer & Company
Massachusetts
$18K +$18K +270 New
MFT
1095
Moisand Fitzgerald Tamayo
Florida
$17.7K
AIM
1096
Anchor Investment Management
South Carolina
$17.5K
WBC
1097
West Branch Capital
Massachusetts
$17.4K
IFAM
1098
Institutional & Family Asset Management
Colorado
$17.3K
PFBT
1099
Parkside Financial Bank & Trust
Missouri
$17K -$11.1K -165 -40%
TFM
1100
TFC Financial Management
Massachusetts
$17K