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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 %
PFSC
1101
Peoples Financial Services Corp
Pennsylvania
$20.8K
BAM
1102
Bellevue Asset Management
Washington
$19.4K
ME
1103
McIlrath & Eck
Washington
$18.7K +$6.09K +88 +48%
RPCA
1104
Running Point Capital Advisors
California
$18.6K
SMA
1105
Sage Mountain Advisors
Georgia
$18.5K
HWP
1106
Highline Wealth Partners
California
$18.3K +$18.3K +264 New
MFT
1107
Moisand Fitzgerald Tamayo
Florida
$18.1K
IFAM
1108
Institutional & Family Asset Management
Colorado
$17.7K
MAWA
1109
Moss Adams Wealth Advisors
Washington
$17K
BWS
1110
Buck Wealth Strategies
Colorado
$16.6K +$16.6K +240 New
TWD
1111
True Wealth Design
Ohio
$16.2K
WIM
1112
Westside Investment Management
California
$15.8K
GTAM
1113
Global Trust Asset Management
Florida
$15.6K
OCM
1114
Orion Capital Management
California
$15.5K +$15.5K +224 New
AssetMark Inc
1115
AssetMark Inc
California
$14.4K +$4.16K +60 +41%
MRCM
1116
M&R Capital Management
New Jersey
$13.9K
SSWM
1117
Sheets Smith Wealth Management
North Carolina
$13.9K +$13.9K +200 New
GCM
1118
Gables Capital Management
Florida
$13.2K
CIR
1119
Clear Investment Research
Georgia
$12.9K +$139 +2 +1%
WBC
1120
West Branch Capital
Massachusetts
$11.1K
TFG
1121
Team Financial Group
California
$10.6K +$10.6K +152 New
FCA
1122
FinTrust Capital Advisors
South Carolina
$10.5K
SA
1123
SRH Advisors
Kansas
$9.97K
HT
1124
Headlands Technologies
Illinois
$9.63K +$9.63K +139 New
BEI
1125
Benjamin Edwards Inc
Missouri
$9K