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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 %
MW
351
Marcum Wealth
Ohio
$1.8M +$1.8M +23,021 New
MBT
352
Montecito Bank & Trust
California
$1.79M +$48.5K +620 +3%
GIA
353
Gladstone Institutional Advisory
Florida
$1.78M +$216K +2,765 +14%
BWM
354
BT Wealth Management
Georgia
$1.75M -$459K -5,872 -21%
ARC
355
Advisor Resource Council
Texas
$1.75M +$715K +9,140 +69%
SSWM
356
Smith Salley Wealth Management
North Carolina
$1.74M
MA
357
MBA Advisors
Pennsylvania
$1.74M -$32K -409 -2%
AA
358
Ancora Advisors
Ohio
$1.71M -$39.6K -507 -2%
FPGK
359
Financial Partners Group (Kansas)
Kansas
$1.69M -$13.6K -174 -0.8%
NCG
360
Newport Capital Group
New Jersey
$1.69M -$4.54K -58 -0.3%
KAM
361
Knightsbridge Asset Management
California
$1.69M +$558K +7,131 +49%
CCG
362
Cypress Capital Group
Florida
$1.68M
MG
363
Mather Group
Illinois
$1.65M +$15.4K +197 +0.9%
OLA
364
Oliver Luxxe Assets
New Jersey
$1.65M +$28.5K +364 +2%
TLFA
365
True Link Financial Advisors
California
$1.63M +$1.14M +14,576 +231%
VFA
366
Valeo Financial Advisors
Indiana
$1.63M +$305K +3,894 +23%
HIMC
367
Heritage Investors Management Corp
Maryland
$1.63M
BFO
368
Boston Family Office
Massachusetts
$1.62M
SB
369
Simmons Bank
Arkansas
$1.62M -$14.1K -180 -0.9%
WB
370
Webster Bank
Connecticut
$1.6M -$1.15M -14,692 -42%
WP
371
WealthSource Partners
California
$1.6M +$598K +7,638 +60%
HAFS
372
Hapanowicz & Associates Financial Services
Pennsylvania
$1.59M -$104K -1,333 -6%
MA
373
MONECO Advisors
Connecticut
$1.59M +$620K +7,919 +64%
SWM
374
Southern Wealth Management
Texas
$1.56M -$9.62K -123 -0.6%
FCI
375
Financial Counselors Inc
Kansas
$1.55M -$704 -9 -0%