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iShares Russell Mid-Cap ETF

1,010 hedge funds and large institutions have $23B invested in iShares Russell Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 333 increasing their positions, 291 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
17.74%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.09%
New
65
Increased
333
Reduced
291
Closed
52
Calls
$8.99M
Puts
$8.72M
Net Calls
+$272K
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FNT
226
First National Trust
Pennsylvania
$3.84M -$3.36K -43 -0.1%
OCM
227
One Capital Management
California
$3.83M -$2.37M -30,319 -38%
CCT
228
Country Club Trust
Missouri
$3.82M +$206K +2,607 +6%
HSA
229
HBK Sorce Advisory
Pennsylvania
$3.82M -$9.15K -117 -0.2%
YWP
230
YorkBridge Wealth Partners
New York
$3.82M
CWA
231
Clarus Wealth Advisors
Arizona
$3.75M +$188K +2,376 +5%
CSM
232
CAMG Solamere Management
North Carolina
$3.75M -$3.83K -49 -0.1%
JFGIW
233
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.75M -$6.18K -79 -0.2%
SJIM
234
St. Johns Investment Management
Florida
$3.65M -$78.9K -1,009 -2%
TCM
235
Twele Capital Management
Minnesota
$3.59M +$2.06M +26,396 +135%
RWA
236
Ropes Wealth Advisors
Massachusetts
$3.55M -$129K -1,650 -4%
PFM
237
Phillips Financial Management
Indiana
$3.54M -$3.91K -50 -0.1%
LNWWM
238
Laird Norton Wetherby Wealth Management
California
$3.51M
LSAG
239
Lake Street Advisors Group
New Hampshire
$3.49M +$2.22M +28,372 +174%
CAC
240
Certified Advisory Corp
Florida
$3.47M +$222K +2,833 +7%
HH
241
Hilltop Holdings
Texas
$3.44M -$10.2M -131,059 -75%
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$3.42M +$2.57M +32,871 +304%
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
$3.32M +$139K +1,782 +4%
MCWS
244
McKinley Carter Wealth Services
West Virginia
$3.32M -$43.7K -558 -1%
NFG
245
Nadler Financial Group
Illinois
$3.3M -$341K -4,360 -9%
IBOK
246
Independence Bank of Kentucky
Kentucky
$3.29M +$355K +4,539 +12%
AllianceBernstein
247
AllianceBernstein
Tennessee
$3.21M +$387K +4,942 +14%
NL
248
NWAM LLC
Washington
$3.2M -$630K -8,058 -16%
IDBONY
249
Israel Discount Bank of New York
New York
$3.2M +$3.2M +40,920 New
CL
250
Choreo LLC
Illinois
$3.16M +$186K +2,380 +6%