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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 %
LNC
376
Lincoln National Corp
Pennsylvania
$1.83M -$159K -1,914 -8%
CFGS
377
Concourse Financial Group Securities
Alabama
$1.82M +$197K +2,371 +12%
OLA
378
Oliver Luxxe Assets
New Jersey
$1.8M +$51.2K +617 +3%
AA
379
Ancora Advisors
Ohio
$1.79M -$24.9K -300 -1%
EARNEST Partners
380
EARNEST Partners
Georgia
$1.77M +$1.62M +19,546 +1,070%
NCG
381
Newport Capital Group
New Jersey
$1.77M -$20.8K -251 -1%
EWA
382
EP Wealth Advisors
California
$1.77M +$532K +6,407 +43%
JWCA
383
J.W. Cole Advisors
Florida
$1.77M +$1.77M +21,272 New
MG
384
Mather Group
Illinois
$1.75M
SWM
385
Southern Wealth Management
Texas
$1.75M +$90.6K +1,092 +5%
WB
386
Webster Bank
Connecticut
$1.74M +$41.7K +502 +2%
VFA
387
Valeo Financial Advisors
Indiana
$1.73M +$166 +2 +0%
BFO
388
Boston Family Office
Massachusetts
$1.72M -$4.65K -56 -0.3%
ASN
389
Advisory Services Network
Georgia
$1.7M +$57.4K +692 +4%
SFA
390
Sequoia Financial Advisors
Ohio
$1.69M +$1.38M +16,633 +454%
HIMC
391
Heritage Investors Management Corp
Maryland
$1.68M -$49.9K -601 -3%
LB
392
Legacy Bridge
Iowa
$1.67M +$114K +1,370 +7%
HAFS
393
Hapanowicz & Associates Financial Services
Pennsylvania
$1.67M -$19K -229 -1%
FPGK
394
Financial Partners Group (Kansas)
Kansas
$1.67M +$9.15K +119 +0.6%
WP
395
WealthSource Partners
California
$1.67M -$32.9K -396 -2%
SIC
396
Samalin Investment Counsel
New York
$1.63M +$64.9K +781 +4%
CWM
397
Calamos Wealth Management
Illinois
$1.62M
PMFA
398
Plante Moran Financial Advisors
Michigan
$1.62M +$110K +1,322 +7%
Lazard Asset Management
399
Lazard Asset Management
New York
$1.62M
BTW
400
Boston Trust Walden
Massachusetts
$1.61M