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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 %
W
451
Wealthquest
Ohio
$1.11M -$13.5K -171 -1%
OWA
452
Outlook Wealth Advisors
Texas
$1.09M -$39.2K -494 -3%
GW
453
GW & Wade
Massachusetts
$1.09M -$131K -1,658 -11%
VPIM
454
Vanguard Personalized Indexing Management
California
$1.09M +$602K +7,600 +124%
RC
455
Roundview Capital
New Jersey
$1.08M
AB
456
Atlas Brown
Kentucky
$1.07M -$9.82K -124 -0.9%
RWB
457
RMR Wealth Builders
New Jersey
$1.07M -$470K -5,935 -31%
PIA
458
Perennial Investment Advisors
California
$1.06M +$15.5K +195 +1%
ARC
459
Advisor Resource Council
Texas
$1.04M +$1.04M +13,162 New
UWM
460
USAdvisors Wealth Management
Minnesota
$1.04M -$8.4K -106 -0.8%
PFG
461
Pacific Financial Group
Washington
$1.02M -$128K -1,610 -11%
TSW
462
Thompson Siegel & Walmsley
Virginia
$1.02M
CNAM
463
Campbell Newman Asset Management
Wisconsin
$1.02M
WP
464
WealthSource Partners
California
$1.02M
CA
465
Continuum Advisory
Idaho
$1.01M +$158 +2 +0%
WC
466
Wealth CMT
New Jersey
$1M -$46.8K -591 -4%
SAS
467
SMI Advisory Services
Indiana
$995K -$44.2K -558 -4%
CT
468
Cambridge Trust
Massachusetts
$995K -$8.88K -112 -0.9%
MA
469
MONECO Advisors
Connecticut
$978K +$364K +4,597 +59%
HCIA
470
Hochman Cole Investment Advisors
Illinois
$974K
CG
471
Caprock Group
Idaho
$974K +$116K +1,464 +14%
MC
472
Mathes Company
New York
$967K
UBV
473
United Bank (Virginia)
Virginia
$960K -$1.23M -15,575 -56%
SW
474
SVB Wealth
Massachusetts
$959K
GVAG
475
Great Valley Advisor Group
Delaware
$953K +$54.7K +705 +6%