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iShares Russell Mid-Cap ETF

1,125 hedge funds and large institutions have $24.1B invested in iShares Russell Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 409 increasing their positions, 352 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,125
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
17.8%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1%
New
83
Increased
409
Reduced
352
Closed
78
Calls
$9.3M
Puts
$2.27M
Net Calls
+$7.03M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
451
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.32M +$99.5K +1,275 +8%
WPA
452
West Paces Advisors
Georgia
$1.31M +$11.7K +150 +0.9%
MPCG
453
Matrix Private Capital Group
New York
$1.28M -$176K -2,252 -12%
NL
454
NVWM LLC
Pennsylvania
$1.28M +$1.22M +15,595 +2,099%
HTC
455
Haverford Trust Company
Pennsylvania
$1.26M
WWA
456
WC Walker & Associates
California
$1.25M +$3.4K +44 +0.3%
JWA
457
JFS Wealth Advisors
Pennsylvania
$1.25M -$44.5K -570 -3%
HFA
458
HC Financial Advisors
California
$1.25M
MA
459
MAS Advisors
Florida
$1.25M +$237K +3,000 +24%
WFA
460
WestHill Financial Advisors
California
$1.23M +$51.8K +664 +4%
SS
461
Simplicity Solutions
Minnesota
$1.23M +$404K +5,174 +49%
1SB
462
1ST Source Bank
Indiana
$1.22M -$7.81K -100 -0.6%
BCM
463
BTR Capital Management
California
$1.22M -$150K -1,920 -11%
MW
464
Marcum Wealth
Ohio
$1.21M -$265K -3,401 -18%
CT
465
Cambridge Trust
Massachusetts
$1.21M -$148K -1,902 -11%
LWM
466
Lyell Wealth Management
California
$1.21M +$267K +3,415 +28%
NEGWA
467
New England Guild Wealth Advisors
Connecticut
$1.2M
DAS
468
Dynamic Advisor Solutions
Arizona
$1.2M +$239K +3,057 +25%
NCM
469
NCM Capital Management
New Jersey
$1.2M +$1.2M +15,332 New
DC
470
Davenport & Co
Virginia
$1.2M -$26.8K -343 -2%
SEI Investments
471
SEI Investments
Pennsylvania
$1.19M +$64.7K +829 +6%
MHS
472
M Holdings Securities
Oregon
$1.19M +$1.19M +15,270 New
IA
473
IFG Advisors
Missouri
$1.19M +$3.28K +42 +0.3%
VA
474
Valmark Advisers
Ohio
$1.19M +$86K +1,102 +8%
GW
475
GW & Wade
Massachusetts
$1.19M +$50K +640 +4%