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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 %
DP
351
Denver PWM
Colorado
$2.15M -$30.6K -371 -1%
WAM
352
Weatherly Asset Management
California
$2.14M -$8.3K -100 -0.4%
RIS
353
Retirement Income Solutions
Michigan
$2.12M +$14.8K +178 +0.7%
Bessemer Group
354
Bessemer Group
New Jersey
$2.12M +$198K +2,381 +10%
IAM
355
Iridian Asset Management
Connecticut
$2.09M +$2.09M +25,222 New
LW
356
Linscomb Wealth
Texas
$2.09M -$28.5K -343 -1%
CRWM
357
Castle Rock Wealth Management
California
$2.09M +$94.8K +1,261 +5%
GIM
358
Goelzer Investment Management
Indiana
$2.09M +$65.1K +784 +3%
TA
359
Tiedemann Advisors
New York
$2.08M -$150K -1,811 -7%
LL
360
LPWM LLC
Minnesota
$2.06M +$65K +783 +3%
KAM
361
Knightsbridge Asset Management
California
$2.06M +$269K +3,239 +15%
AWM
362
Apollon Wealth Management
South Carolina
$2.06M +$2.06M +24,767 New
GIA
363
Gladstone Institutional Advisory
Florida
$2.04M +$148K +1,785 +8%
TLFA
364
True Link Financial Advisors
California
$2.02M +$288K +3,467 +17%
PFS
365
Prospera Financial Services
Texas
$2.02M +$41K +493 +2%
1WM
366
1900 Wealth Management
Texas
$1.97M -$5.06K -61 -0.3%
MGIA
367
Moneta Group Investment Advisors
Missouri
$1.96M +$679K +8,182 +53%
PA
368
Procyon Advisors
Connecticut
$1.95M -$127K -1,532 -6%
DY
369
Dowling & Yahnke
California
$1.94M -$383K -4,610 -16%
CPIG
370
Chicago Partners Investment Group
Illinois
$1.91M -$129K -1,690 -6%
MWM
371
Meridian Wealth Management
Kentucky
$1.89M +$503K +6,061 +36%
MBT
372
Montecito Bank & Trust
California
$1.88M -$16.2K -195 -0.9%
SSWM
373
Smith Salley Wealth Management
North Carolina
$1.85M
BWM
374
BT Wealth Management
Georgia
$1.84M -$25.7K -309 -1%
AC
375
Abbrea Capital
California
$1.83M +$246K +2,960 +15%