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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 %
HTC
426
Haverford Trust Company
Pennsylvania
$1.25M +$82.1K +1,050 +7%
HFA
427
HC Financial Advisors
California
$1.25M -$62.6K -800 -5%
PA
428
Parallel Advisors
California
$1.25M -$938 -12 -0.1%
CCWA
429
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M -$18.7K -239 -1%
PFWA
430
Paces Ferry Wealth Advisors
Georgia
$1.25M -$43.6K -557 -3%
1SB
431
1ST Source Bank
Indiana
$1.24M -$17.5K -224 -1%
MMG
432
Monetary Management Group
Missouri
$1.24M
SEI Investments
433
SEI Investments
Pennsylvania
$1.23M -$2.35M -30,059 -66%
PWM
434
Perigon Wealth Management
California
$1.23M
CWM
435
Cornerstone Wealth Management
Missouri
$1.22M -$3.75K -48 -0.3%
SCP
436
Syntal Capital Partners
Texas
$1.21M -$110K -1,406 -8%
NEGWA
437
New England Guild Wealth Advisors
Connecticut
$1.21M
MGIA
438
Moneta Group Investment Advisors
Missouri
$1.21M -$23.9K -306 -2%
OFG
439
Oxford Financial Group
Indiana
$1.2M +$3.99K +51 +0.3%
IA
440
IFG Advisors
Missouri
$1.18M
HWA
441
Heritage Wealth Advisors
Virginia
$1.17M
EWA
442
EP Wealth Advisors
California
$1.16M +$28.1K +359 +2%
PTC
443
Philadelphia Trust Company
Pennsylvania
$1.16M
AWM
444
Avior Wealth Management
Nebraska
$1.15M +$1.64K +21 +0.1%
RWM
445
RKL Wealth Management
Pennsylvania
$1.14M +$24.4K +312 +2%
PIA
446
Perennial Investment Advisors
California
$1.14M +$96.6K +1,236 +9%
WFA
447
WestHill Financial Advisors
California
$1.14M +$1.14M +14,523 New
CTC
448
Central Trust Company
Missouri
$1.13M
RDFA
449
Ritter Daniher Financial Advisory
Ohio
$1.12M
VA
450
Valmark Advisers
Ohio
$1.11M +$7.04K +90 +0.6%