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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 %
BFA
476
Bragg Financial Advisors
North Carolina
$1.18M +$250K +3,197 +27%
HWA
477
Heritage Wealth Advisors
Virginia
$1.17M +$3.9K +50 +0.3%
OFG
478
Oxford Financial Group
Indiana
$1.17M
IWC
479
Integrated Wealth Concepts
Massachusetts
$1.16M +$272K +3,483 +31%
OFS
480
Orrstown Financial Services
Pennsylvania
$1.16M -$909K -11,645 -44%
AWM
481
Avior Wealth Management
Nebraska
$1.16M
RWM
482
RKL Wealth Management
Pennsylvania
$1.15M +$6.01K +77 +0.5%
PA
483
Parallel Advisors
California
$1.14M +$79 +1 +0%
PTC
484
Philadelphia Trust Company
Pennsylvania
$1.14M
CWM
485
Cornerstone Wealth Management
Missouri
$1.13M -$147K -1,888 -12%
PIMG
486
Patriot Investment Management Group
Tennessee
$1.13M +$70.7K +906 +7%
PFWA
487
Paces Ferry Wealth Advisors
Georgia
$1.12M -$23.8K -305 -2%
MMG
488
Monetary Management Group
Missouri
$1.11M -$117K -1,500 -10%
RDFA
489
Ritter Daniher Financial Advisory
Ohio
$1.09M -$25K -320 -2%
WF
490
Welch & Forbes
Massachusetts
$1.09M -$780 -10 -0.1%
SCA
491
Southern Capital Advisors
Tennessee
$1.08M +$362K +4,633 +50%
C
492
Certuity
Florida
$1.08M +$228K +2,928 +27%
VPIM
493
Vanguard Personalized Indexing Management
California
$1.07M
LC
494
LCNB Corp
Ohio
$1.07M -$40K -513 -4%
RC
495
Roundview Capital
New Jersey
$1.06M
WWM
496
Western Wealth Management
Colorado
$1.06M +$532K +6,816 +101%
AA
497
Advisory Alpha
Michigan
$1.06M +$188K +2,406 +22%
State Street
498
State Street
Massachusetts
$1.05M -$59.4K -761 -5%
BBHC
499
Brown Brothers Harriman & Co
New York
$1.04M
FCFC
500
First Commonwealth Financial Corp
Pennsylvania
$1.04M -$1.56M -20,031 -60%