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iShares Russell Mid-Cap ETF

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
WPA
451
West Paces Advisors
Georgia
$1.09M
KWM
452
KerberRose Wealth Management
Wisconsin
$1.09M +$1.09M +16,799 New
KWM
453
Kingsview Wealth Management
Oregon
$1.08M -$72.6K -1,122 -6%
CTC
454
Central Trust Company
Missouri
$1.08M -$131K -2,026 -11%
SW
455
SVB Wealth
Massachusetts
$1.07M +$313K +4,845 +41%
LBC
456
Lowe Brockenbrough & Co
Virginia
$1.07M -$150K -2,322 -12%
IWC
457
Integrated Wealth Concepts
Massachusetts
$1.05M +$94.4K +1,461 +10%
MPCG
458
Matrix Private Capital Group
New York
$1.05M -$13.1K -203 -1%
MWM
459
Meridian Wealth Management
Kentucky
$1.04M -$100K -1,546 -9%
JWA
460
JFS Wealth Advisors
Pennsylvania
$1.04M
HFA
461
HC Financial Advisors
California
$1.03M
AWS
462
Atria Wealth Solutions
New York
$1.03M -$889K -13,744 -46%
WFA
463
WestHill Financial Advisors
California
$1.02M +$4.78K +74 +0.5%
PTC
464
Philadelphia Trust Company
Pennsylvania
$1.02M +$82.8K +1,280 +9%
SS
465
Simplicity Solutions
Minnesota
$1.02M +$6.27K +97 +0.6%
BCM
466
BTR Capital Management
California
$1.01M
VA
467
Valmark Advisers
Ohio
$1.01M +$22.1K +341 +2%
WWA
468
WC Walker & Associates
California
$1M -$61.2K -933 -6%
NEGWA
469
New England Guild Wealth Advisors
Connecticut
$998K
1SB
470
1ST Source Bank
Indiana
$996K -$12.9K -200 -1%
MHS
471
M Holdings Securities
Oregon
$993K +$5.24K +81 +0.5%
SEI Investments
472
SEI Investments
Pennsylvania
$989K
IA
473
IFG Advisors
Missouri
$989K +$3.17K +49 +0.3%
5L
474
55I LLC
Massachusetts
$986K -$167K -2,587 -15%
HWA
475
Heritage Wealth Advisors
Virginia
$986K +$14.2K +220 +1%