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iShares Russell Mid-Cap ETF

1,010 hedge funds and large institutions have $23B invested in iShares Russell Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 333 increasing their positions, 291 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
17.74%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.09%
New
65
Increased
333
Reduced
291
Closed
52
Calls
$8.99M
Puts
$8.72M
Net Calls
+$272K
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
476
Mathes Company
New York
$954K
RC
477
Rinet Company
Massachusetts
$953K +$243K +3,110 +34%
DAS
478
Dynamic Advisor Solutions
Arizona
$949K +$50.6K +647 +6%
UBV
479
United Bank (Virginia)
Virginia
$948K
SW
480
SVB Wealth
Massachusetts
$947K
SAS
481
Sanford Advisory Services
Michigan
$945K +$65.3K +835 +7%
BFA
482
Bragg Financial Advisors
North Carolina
$937K
GL
483
Graypoint LLC
New York
$931K
ECG
484
EPIQ Capital Group
California
$928K +$3.05K +39 +0.3%
FHB
485
First Hawaiian Bank
Hawaii
$926K -$175K -2,235 -16%
IWC
486
Integrated Wealth Concepts
Massachusetts
$925K +$63.4K +810 +7%
FDCC
487
Foster Dykema Cabot & Co
Massachusetts
$925K +$112K +1,429 +14%
LWM
488
Lyell Wealth Management
California
$923K -$197K -2,515 -18%
HIA
489
Harbor Investment Advisory
Maryland
$917K
SAS
490
SMI Advisory Services
Indiana
$896K -$85.5K -1,094 -9%
MAM
491
Madison Asset Management
Wisconsin
$876K +$546K +6,978 +165%
HCM
492
HMS Capital Management
Tennessee
$872K
AA
493
Advisory Alpha
Michigan
$871K +$871K +11,139 New
CAM
494
Columbia Asset Management
Michigan
$865K
CIA
495
Choate Investment Advisors
Massachusetts
$861K -$27.2K -348 -3%
TF
496
Tompkins Financial
New York
$861K +$861K +11,010 New
BHIA
497
Birch Hill Investment Advisors
Massachusetts
$856K +$615K +7,866 +255%
WA
498
Waverly Advisors
Alabama
$853K -$8.17K -97 -0.9%
IF
499
Intrua Financial
Texas
$844K -$3.69K -45 -0.4%
EFSCE
500
Enterprise Financial Services Corp (EFSC)
Missouri
$844K +$145K +1,852 +21%