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 %
MMG
426
Monetary Management Group
Missouri
$1.25M
MGIA
427
Moneta Group Investment Advisors
Missouri
$1.25M +$39.1K +493 +3%
CWM
428
Cornerstone Wealth Management
Missouri
$1.24M +$5.23K +66 +0.4%
PWM
429
Perigon Wealth Management
California
$1.24M
AFWM
430
AMJ Financial Wealth Management
Virginia
$1.23M +$1.23M +15,563 New
NEGWA
431
New England Guild Wealth Advisors
Connecticut
$1.22M
OFG
432
Oxford Financial Group
Indiana
$1.22M -$10.5K -133 -0.9%
MHS
433
M Holdings Securities
Oregon
$1.21M -$22.5K -284 -2%
IA
434
IFG Advisors
Missouri
$1.2M +$5.47K +69 +0.5%
AIA
435
Armor Investment Advisors
North Carolina
$1.2M -$16.2K -205 -1%
HWA
436
Heritage Wealth Advisors
Virginia
$1.19M
HTC
437
Haverford Trust Company
Pennsylvania
$1.19M -$518K -6,535 -30%
PTC
438
Philadelphia Trust Company
Pennsylvania
$1.17M +$666K +8,400 +132%
AWM
439
Avior Wealth Management
Nebraska
$1.17M
LC
440
LCNB Corp
Ohio
$1.16M -$27.6K -349 -2%
EWA
441
EP Wealth Advisors
California
$1.15M +$21.2K +267 +2%
CTC
442
Central Trust Company
Missouri
$1.15M -$19.8K -250 -2%
PIMG
443
Patriot Investment Management Group
Tennessee
$1.15M -$13.3K -168 -1%
KAM
444
Knightsbridge Asset Management
California
$1.14M +$173K +2,186 +18%
RDFA
445
Ritter Daniher Financial Advisory
Ohio
$1.14M -$3.41K -43 -0.3%
RWM
446
RKL Wealth Management
Pennsylvania
$1.13M +$5.71K +72 +0.5%
LWM
447
Lyell Wealth Management
California
$1.13M +$116K +1,465 +11%
HT
448
Heritage Trust
Oklahoma
$1.12M -$17.9K -226 -2%
FHB
449
First Hawaiian Bank
Hawaii
$1.12M
VA
450
Valmark Advisers
Ohio
$1.11M -$32.8K -414 -3%