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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 %
WWA
451
WC Walker & Associates
California
$1.3M -$32.2K -403 -2%
CCWA
452
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M -$29.2K -352 -2%
SCP
453
Syntal Capital Partners
Texas
$1.29M
NEGWA
454
New England Guild Wealth Advisors
Connecticut
$1.28M
IA
455
IFG Advisors
Missouri
$1.26M +$8.3K +100 +0.7%
WFA
456
WestHill Financial Advisors
California
$1.25M +$47.9K +577 +4%
OFG
457
Oxford Financial Group
Indiana
$1.25M -$32.2K -388 -3%
HWA
458
Heritage Wealth Advisors
Virginia
$1.24M
AWM
459
Avior Wealth Management
Nebraska
$1.23M +$5.06K +61 +0.4%
Renaissance Technologies
460
Renaissance Technologies
New York
$1.22M -$963K -11,600 -44%
PFWA
461
Paces Ferry Wealth Advisors
Georgia
$1.22M -$106K -1,276 -8%
RWM
462
RKL Wealth Management
Pennsylvania
$1.22M +$2.08K +25 +0.2%
PTC
463
Philadelphia Trust Company
Pennsylvania
$1.21M -$18.3K -220 -1%
GW
464
GW & Wade
Massachusetts
$1.21M +$74.8K +901 +7%
SEI Investments
465
SEI Investments
Pennsylvania
$1.2M -$99.8K -1,202 -8%
PA
466
Parallel Advisors
California
$1.19M -$131K -1,575 -10%
RDFA
467
Ritter Daniher Financial Advisory
Ohio
$1.19M
DFC
468
DBK Financial Counsel
Ohio
$1.18M +$1.18M +14,251 New
State Street
469
State Street
Massachusetts
$1.18M -$1.4M -16,888 -54%
LC
470
LCNB Corp
Ohio
$1.18M +$22.2K +268 +2%
VA
471
Valmark Advisers
Ohio
$1.17M
WF
472
Welch & Forbes
Massachusetts
$1.16M -$218K -2,621 -16%
ARC
473
Advisor Resource Council
Texas
$1.16M -$690K -8,313 -37%
CIA
474
Choate Investment Advisors
Massachusetts
$1.16M +$245K +2,952 +27%
VPIM
475
Vanguard Personalized Indexing Management
California
$1.14M