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iShares Russell Mid-Cap ETF

1,138 hedge funds and large institutions have $22B invested in iShares Russell Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 342 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.14%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
80
Increased
340
Reduced
342
Closed
66
Calls
$12.4M
Puts
$1.79M
Net Calls
+$10.6M
Net Calls Change
-$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
POIA
1076
Pin Oak Investment Advisors
Texas
$35K
BONH
1077
Bank of New Hampshire
New Hampshire
$34.6K
NSG
1078
Nalls Sherbakoff Group
Tennessee
$34.3K
ICM
1079
Intrepid Capital Management
Florida
$33.9K -$6.93K -100 -17%
AWM
1080
AllSquare Wealth Management
New York
$33.2K
RA
1081
Rise Advisors
New York
$31.7K
SC
1082
Stephens Consulting
Michigan
$31.3K
PCFFS
1083
Pacific Center for Financial Services
California
$31K
HBW
1084
Hazlett, Burt & Watson
West Virginia
$31K -$14.7K -216 -32%
AC
1085
AlphaCore Capital
California
$29.2K
NC
1086
NewSquare Capital
Pennsylvania
$29.1K
RCM
1087
Raleigh Capital Management
North Carolina
$28.9K +$28.9K +417 New
Qube Research & Technologies (QRT)
1088
Qube Research & Technologies (QRT)
United Kingdom
$28.5K +$28.5K +411 New
MWM
1089
Mascoma Wealth Management
New Hampshire
$28.1K
FSWA
1090
Financial Synergies Wealth Advisors
Texas
$27K
KFI
1091
Key Financial Inc
Pennsylvania
$26.9K
CPA
1092
Cardiff Park Advisors
California
$26.3K
FCAS
1093
First Command Advisory Services
Texas
$25.3K +$25.3K +366 New
AAG
1094
Armstrong Advisory Group
Massachusetts
$24.9K -$1.52K -22 -6%
AWM
1095
Atticus Wealth Management
Florida
$23.9K +$17.5K +253 +275%
NCM
1096
Northwest Capital Management
Oregon
$23.3K
PGAM
1097
Princeton Global Asset Management
New Jersey
$23K +$23K +332 New
SVCP
1098
Silicon Valley Capital Partners
California
$23K
SIC
1099
SJS Investment Consulting
Ohio
$22.5K
GGI
1100
Godsey & Gibb Inc
Virginia
$20.8K