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.

New
Increased
Maintained
Reduced
Closed
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 %
NCM
501
Narwhal Capital Management
Georgia
$818K +$19.7K +249 +2%
CFFP
502
Center for Financial Planning
Michigan
$817K -$11.5K -145 -1%
NA
503
NewEdge Advisors
Louisiana
$816K -$21.1K -267 -3%
LA
504
Lynch & Associates
Indiana
$813K -$148K -1,864 -15%
HS
505
Horan Securities
United States
$811K -$5.31K -67 -0.7%
TFGT
506
TS Financial Group (TSFG)
Illinois
$810K
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$806K
OFS
508
Orrstown Financial Services
Pennsylvania
$803K +$420K +5,271 +110%
Charles Schwab
509
Charles Schwab
California
$785K -$222K -2,800 -22%
FFG
510
Fullen Financial Group
Ohio
$785K +$1.51K +19 +0.2%
CFB
511
Cullen/Frost Bankers
Texas
$783K -$302K -3,811 -28%
MWM
512
Modera Wealth Management
New Jersey
$776K +$1.19K +15 +0.2%
TFO
513
Tarbox Family Office
California
$771K
KA
514
Klingman & Associates
New York
$771K +$5.39K +68 +0.7%
ZCI
515
Zevenbergen Capital Investments
Washington
$753K
BFA
516
Beacon Financial Advisory
Ohio
$745K +$19.6K +247 +3%
NP
517
NorthRock Partners
Minnesota
$742K -$7.53K -95 -1%
RPGK
518
Retirement Planning Group (Kansas)
Kansas
$738K +$396 +5 +0.1%
WTFG
519
Wells Trecaso Financial Group
Ohio
$732K
NSIM
520
North Star Investment Management
Illinois
$729K
ZIM
521
Zacks Investment Management
Illinois
$729K +$146K +1,840 +25%
VRM
522
Vectors Research Management
New York
$727K -$157K -1,984 -18%
HC
523
HNP Capital
New York
$727K -$157K -1,984 -18%
DIA
524
Dana Investment Advisors
Wisconsin
$727K
SHWM
525
Smith & Howard Wealth Management
Georgia
$723K -$48.8K -616 -6%