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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 %
NSG
1076
Nalls Sherbakoff Group
Tennessee
$33.5K
RA
1077
Rise Advisors
New York
$33.4K +$146 +2 +0.4%
SC
1078
Stephens Consulting
Michigan
$33K
AWM
1079
AllSquare Wealth Management
New York
$32.7K
PCFFS
1080
Pacific Center for Financial Services
California
$32.7K
MIM
1081
Macroview Investment Management
Maryland
$32.2K
RDIA
1082
RE Dickinson Investment Advisors
Iowa
$32K
NC
1083
NewSquare Capital
Pennsylvania
$30.7K
AC
1084
AlphaCore Capital
California
$30.7K
MWM
1085
Mascoma Wealth Management
New Hampshire
$30.1K
KM
1086
Kalos Management
Georgia
$29.4K
FSWA
1087
Financial Synergies Wealth Advisors
Texas
$28.5K +$73 +1 +0.3%
KFI
1088
Key Financial Inc
Pennsylvania
$28.3K
AAG
1089
Armstrong Advisory Group
Massachusetts
$27.8K +$16.2K +222 +140%
CPA
1090
Cardiff Park Advisors
California
$27.8K
JWM
1091
Janiczek Wealth Management
Colorado
$27.6K
FCB
1092
First Command Bank
Texas
$26.7K
FCFS
1093
First Command Financial Services
Texas
$26.7K
NCM
1094
Northwest Capital Management
Oregon
$24.6K +$24.6K +336 New
SVCP
1095
Silicon Valley Capital Partners
California
$24.2K +$73 +1 +0.3%
SIC
1096
SJS Investment Consulting
Ohio
$23.7K
AA
1097
Addison Advisors
Vermont
$23.7K
PFSC
1098
Peoples Financial Services Corp
Pennsylvania
$21.9K
GGI
1099
Godsey & Gibb Inc
Virginia
$21.9K +$21.9K +300 New
NG
1100
NWK Group
California
$20.7K