IWR icon

iShares Russell Mid-Cap ETF

1,009 hedge funds and large institutions have $23.1B invested in iShares Russell Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 350 increasing their positions, 323 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
17.62%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.06%
New
78
Increased
350
Reduced
323
Closed
45
Calls
$23M
Puts
$2.54M
Net Calls
+$20.5M
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Shares
Change %
FLPIM
401
F.L. Putnam Investment Management
Massachusetts
$1.4M +$172K +2,166 +14%
HPWM
402
Highland Private Wealth Management
Washington
$1.4M -$26.1K -330 -2%
PMFA
403
Plante Moran Financial Advisors
Michigan
$1.39M +$36.5K +461 +3%
EW
404
Evoke Wealth
California
$1.38M
OAM
405
Occidental Asset Management
California
$1.38M +$951 +12 +0.1%
SIA
406
SkyView Investment Advisors
New Jersey
$1.36M
GT
407
Greenleaf Trust
Michigan
$1.36M
WWA
408
WC Walker & Associates
California
$1.36M -$94.1K -1,179 -6%
SMC
409
Smith, Moore & Co
Missouri
$1.36M +$265K +3,340 +24%
PPP
410
Private Portfolio Partners
New Jersey
$1.35M +$13.6K +172 +1%
SCP
411
Syntal Capital Partners
Texas
$1.35M +$1.35M +16,900 New
VFA
412
Valeo Financial Advisors
Indiana
$1.34M -$9.95M -125,568 -88%
HFA
413
HC Financial Advisors
California
$1.33M
NFG
414
Nations Financial Group
Iowa
$1.33M +$102K +1,291 +8%
WPA
415
West Paces Advisors
Georgia
$1.33M -$16.3K -206 -1%
KWM
416
Kingsview Wealth Management
Oregon
$1.32M -$131K -1,649 -9%
MWM
417
Meridian Wealth Management
Kentucky
$1.32M -$76.2K -961 -5%
LSAG
418
Lake Street Advisors Group
New Hampshire
$1.32M +$227K +2,800 +21%
PFWA
419
Paces Ferry Wealth Advisors
Georgia
$1.31M -$60.7K -766 -4%
AC
420
Alley Company
Illinois
$1.3M
WPC
421
White Pine Capital
Minnesota
$1.29M -$30.5K -382 -2%
WF
422
Welch & Forbes
Massachusetts
$1.29M
CCWA
423
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M +$6.18K +78 +0.5%
1SB
424
1ST Source Bank
Indiana
$1.28M -$33.2K -419 -3%
PA
425
Parallel Advisors
California
$1.27M -$206K -2,595 -14%