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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 %
SS
301
Sunbelt Securities
Texas
$2.85M +$999K +12,866 +54%
HI
302
Horizon Investments
North Carolina
$2.8M +$578K +6,962 +26%
EWM
303
Evercore Wealth Management
New York
$2.78M -$125K -1,500 -4%
FFWM
304
Future Financial Wealth Management
Ohio
$2.77M +$223K +2,697 +9%
FCFC
305
First Commonwealth Financial Corp
Pennsylvania
$2.77M -$119K -1,432 -4%
PMG
306
Private Management Group
California
$2.75M -$32K -386 -1%
HCM
307
Hollencrest Capital Management
California
$2.72M +$157K +1,888 +6%
PBO
308
Peoples Bank (Ohio)
Ohio
$2.72M -$91.1K -1,098 -3%
IWM
309
IHT Wealth Management
Illinois
$2.71M -$5.64K -68 -0.2%
CC
310
Courier Capital
New York
$2.69M
FMWA
311
Forvis Mazars Wealth Advisors
Missouri
$2.66M +$581 +7 +0%
GHAM
312
Gilman Hill Asset Management
Connecticut
$2.65M
ACA
313
Anchor Capital Advisors
Massachusetts
$2.64M +$33.1K +399 +1%
VCM
314
Vivaldi Capital Management
Illinois
$2.64M
MWP
315
MYCIO Wealth Partners
Pennsylvania
$2.63M +$267K +3,210 +11%
DWM
316
Dakota Wealth Management
Florida
$2.62M -$107K -1,285 -4%
CCG
317
Cypress Capital Group
Florida
$2.61M +$828K +9,969 +46%
LWAC
318
Laurel Wealth Advisors (California)
California
$2.59M -$138K -1,667 -5%
FBB
319
Fulton Breakefield Broenniman
Maryland
$2.59M -$20.6K -248 -0.8%
CWA
320
Centennial Wealth Advisory
Michigan
$2.59M +$161K +1,941 +7%
SIM
321
Stratos Investment Management
Ohio
$2.58M +$70.5K +849 +3%
AIM
322
Allen Investment Management
New York
$2.57M +$2.57M +31,000 New
RSWM
323
Robertson Stephens Wealth Management
California
$2.49M +$192K +2,312 +8%
AFC
324
AFT Forsyth & Company
Florida
$2.48M +$166 +2 +0%
GT
325
Glenmede Trust
Pennsylvania
$2.47M +$58.9K +710 +2%