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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 %
DAS
476
Dynamic Advisor Solutions
Arizona
$977K -$15.3K -236 -2%
OFG
477
Oxford Financial Group
Indiana
$970K
MW
478
Marcum Wealth
Ohio
$966K -$38.7K -599 -4%
FPCG
479
Forum Private Client Group
Indiana
$964K +$385K +5,949 +66%
AWM
480
Avior Wealth Management
Nebraska
$953K -$3.81K -59 -0.4%
RWM
481
RKL Wealth Management
Pennsylvania
$953K +$905 +14 +0.1%
PA
482
Parallel Advisors
California
$943K +$13.2K +204 +1%
SCA
483
Southern Capital Advisors
Tennessee
$941K +$44K +680 +5%
PFWA
484
Paces Ferry Wealth Advisors
Georgia
$929K +$1.94K +30 +0.2%
MMG
485
Monetary Management Group
Missouri
$922K
PIMG
486
Patriot Investment Management Group
Tennessee
$921K -$15.9K -246 -2%
CWM
487
Cornerstone Wealth Management
Missouri
$919K -$18.6K -287 -2%
RDFA
488
Ritter Daniher Financial Advisory
Ohio
$907K +$712 +11 +0.1%
WF
489
Welch & Forbes
Massachusetts
$907K +$1.23K +19 +0.1%
VPIM
490
Vanguard Personalized Indexing Management
California
$889K
CPSC
491
Carl P. Sherr & Co
Massachusetts
$881K +$299K +4,629 +51%
RC
492
Roundview Capital
New Jersey
$879K
CT
493
Cambridge Trust
Massachusetts
$878K -$127K -1,957 -13%
LC
494
LCNB Corp
Ohio
$878K -$5.5K -85 -0.6%
AA
495
Advisory Alpha
Michigan
$877K +$129 +2 +0%
DFC
496
DBK Financial Counsel
Ohio
$872K +$144K +2,232 +20%
State Street
497
State Street
Massachusetts
$867K
CA
498
Continuum Advisory
Idaho
$863K +$194 +3 +0%
BBHC
499
Brown Brothers Harriman & Co
New York
$862K
ARC
500
Advisor Resource Council
Texas
$853K +$153K +2,361 +22%