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iShares Russell Mid-Cap ETF

1,133 hedge funds and large institutions have $25.3B invested in iShares Russell Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 412 increasing their positions, 282 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+123
Holders Change %
+12.18%
% of All Funds
17.5%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.99%
New
170
Increased
412
Reduced
282
Closed
30
Calls
$15.4M
Puts
$1.56M
Net Calls
+$13.8M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BKA
226
Brick & Kyle Associates
Pennsylvania
$4.48M +$2.24M +26,930 +100%
TPCW
227
TD Private Client Wealth
New York
$4.45M -$148K -1,785 -3%
GWAM
228
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.42M +$66.2K +798 +2%
MAM
229
Marquette Asset Management
Minnesota
$4.39M -$17.2K -207 -0.4%
MRWM
230
ML&R Wealth Management
Texas
$4.39M +$4.39M +52,828 New
APA
231
American Portfolios Advisors
New York
$4.36M +$118K +1,416 +3%
RWP
232
RWA Wealth Partners
Massachusetts
$4.35M +$227K +2,737 +6%
PCA
233
Pallas Capital Advisors
Massachusetts
$4.28M +$459K +6,111 +12%
PFM
234
Parsec Financial Management
North Carolina
$4.26M -$4.48K -54 -0.1%
CFG
235
Citizens Financial Group
Rhode Island
$4.23M -$24.3K -293 -0.6%
HSBC Holdings
236
HSBC Holdings
United Kingdom
$4.22M -$38.5K -464 -0.9%
MNBTD
237
Moody National Bank Trust Division
Texas
$4.18M -$111K -1,336 -3%
FNT
238
First National Trust
Pennsylvania
$4.16M +$91K +1,096 +2%
TMWM
239
Taylor & Morgan Wealth Management
Michigan
$4.11M +$4.11M +49,460 New
MC
240
Middleton & Co
Massachusetts
$4.1M -$64.3K -775 -2%
Natixis Advisors
241
Natixis Advisors
Massachusetts
$4.07M -$18K -217 -0.4%
CWA
242
Clarus Wealth Advisors
Arizona
$4.06M +$200K +2,456 +5%
YWP
243
YorkBridge Wealth Partners
New York
$4.05M
ATC
244
Argent Trust Co
Tennessee
$4.02M -$1.05M -12,688 -21%
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.98M +$5.4K +65 +0.1%
EVM
246
Eaton Vance Management
Massachusetts
$3.93M -$25.2K -303 -0.6%
PFM
247
Phillips Financial Management
Indiana
$3.88M +$119K +1,428 +3%
SJIM
248
St. Johns Investment Management
Florida
$3.81M -$66.7K -804 -2%
CAC
249
Certified Advisory Corp
Florida
$3.78M +$101K +1,221 +3%
TCM
250
Twele Capital Management
Minnesota
$3.77M -$40.4K -487 -1%