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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 %
BEI
1126
Benjamin Edwards Inc
Missouri
$9K -$2.37K -34 -21%
EWM
1127
EPG Wealth Management
Georgia
$8.76K
PP
1128
PrairieView Partners
Minnesota
$8K -$19.7K -300 -71%
FBC
1129
Fairfield, Bush & Co
Connecticut
$6.8K +$6.8K +93 New
AWM
1130
Atticus Wealth Management
Florida
$6.71K -$50.8K -696 -88%
AW
1131
Avion Wealth
Texas
$6K
AWM
1132
Aspire Wealth Management
Massachusetts
$5.92K
S
1133
SignatureFD
Georgia
$5.7K +$5.7K +78 New
SFC
1134
SYM Financial Corp
Indiana
$4.66K
HFM
1135
Hartford Financial Management
Connecticut
$3.65K
HCA
1136
Heck Capital Advisors
Wisconsin
$3.43K
BFA
1137
BBJS Financial Advisors
Washington
$2.92K
AWM
1138
Abound Wealth Management
Tennessee
$2.85K
RCM
1139
Rain Capital Management
Oregon
$2.78K +$2.78K +38 New
LOIP
1140
Live Oak Investment Partners
Texas
$2.41K -$2.31K
CSWG
1141
Cardinal Strategic Wealth Guidance
Kentucky
$2.12K
AAP
1142
Arax Advisory Partners
Colorado
$513 -$13.3K -182 -96%
FGAM
1143
Financial Gravity Asset Management
Texas
$24
PCP
1144
Proficio Capital Partners
Massachusetts
-$15.9M -227,828 Closed
Jane Street
1145
Jane Street
New York
-$5.93M -84,777 Closed
SG Americas Securities
1146
SG Americas Securities
New York
-$3.78M -54,056 Closed
MCIA
1147
Mountain Capital Investment Advisors
Colorado
-$3.77M -53,874 Closed
SEI Investments
1148
SEI Investments
Pennsylvania
-$2.46M -35,173 Closed
AWM
1149
Aprio Wealth Management
Georgia
-$1.01M -14,474 Closed
CI
1150
CX Institutional
Indiana
-$867K -12,395 Closed