IWR icon

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.

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 %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$122M -$5.32M -67,187 -4%
JFG
27
JMG Financial Group
Illinois
$97.6M -$1.27M -16,010 -1%
OC
28
Oakworth Capital
Alabama
$93.8M +$9.82M +123,937 +12%
SF
29
Synovus Financial
Georgia
$89.5M +$1.64M +20,755 +2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$88.9M +$5.31M +67,043 +6%
AAS
31
Avantax Advisory Services
Texas
$88M +$2.06M +25,966 +2%
BU
32
BBVA USA
Alabama
$84.5M +$84.5M +1,066,358 New
CTB
33
Country Trust Bank
Illinois
$81.4M +$1.92M +24,265 +2%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$81M +$15.9M +200,264 +24%
WT
35
Washington Trust
Rhode Island
$79M +$435K +5,488 +0.6%
RJA
36
Raymond James & Associates
Florida
$75.7M -$1.27M -16,054 -2%
Franklin Resources
37
Franklin Resources
California
$73.7M -$3.59M -45,347 -5%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$71.1M -$563K -7,099 -0.8%
AssetMark Inc
39
AssetMark Inc
California
$69.8M +$69.8M +880,861 New
TCBWMS
40
Texas Capital Bank Wealth Management Services
Texas
$69.5M +$5.83M +73,618 +9%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$68.7M -$138K -1,746 -0.2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$66.4M -$1.81M -22,883 -3%
Stifel Financial
43
Stifel Financial
Missouri
$65.3M -$256K -3,228 -0.4%
AFG
44
Albion Financial Group
Utah
$65.1M +$65.1M +821,524 New
GAB
45
German American Bancorp
Indiana
$59.8M +$2.18M +27,477 +4%
M&T Bank
46
M&T Bank
New York
$59.3M +$458K +5,778 +0.8%
CCA
47
Catalyst Capital Advisors
New York
$58.5M +$3.21M +40,491 +6%
MRC
48
Millburn Ridgefield Corp
New York
$58.5M +$3.21M +40,491 +6%
GC
49
Gilbert & Cook
Iowa
$57.7M +$775K +9,781 +1%
AUB
50
Atlantic Union Bankshares
Virginia
$56.7M +$3.01M +38,008 +6%