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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 %
KM
501
Kalos Management
Georgia
$836K -$34.9K -411 -4%
BBA
502
BLB&B Advisors
Pennsylvania
$818K -$56.7K -725 -6%
DSC
503
Duncker Streett & Co
Missouri
$809K
BS
504
Boenning & Scattergood
Pennsylvania
$804K -$35.1K -449 -4%
NCM
505
Narwhal Capital Management
Georgia
$802K -$5K -64 -0.6%
TFGT
506
TS Financial Group (TSFG)
Illinois
$800K
SC
507
Savant Capital
Illinois
$800K +$140K +1,792 +21%
FFG
508
Fullen Financial Group
Ohio
$796K +$2.72K +34 +0.3%
LOPW
509
Live Oak Private Wealth
North Carolina
$790K +$498K +6,364 +170%
LA
510
Lynch & Associates
Indiana
$786K -$16.2K -207 -2%
Charles Schwab
511
Charles Schwab
California
$775K
CFB
512
Cullen/Frost Bankers
Texas
$773K
MWM
513
Modera Wealth Management
New Jersey
$768K +$2.03K +26 +0.3%
KA
514
Klingman & Associates
New York
$760K -$1.25K -16 -0.2%
FFN
515
Focus Financial Network
Minnesota
$758K -$65K -831 -8%
KA
516
Kovack Advisors
Florida
$756K +$78.4K +1,002 +12%
FG
517
Fiduciary Group
Georgia
$751K
LNWTC
518
Laird Norton Wetherby Trust Company
Washington
$746K +$182K +2,323 +32%
LFA
519
Legacy Financial Advisors
Kentucky
$745K +$157K +2,001 +27%
ZCI
520
Zevenbergen Capital Investments
Washington
$743K
SCA
521
Snowden Capital Advisors
New York
$738K +$107K +1,366 +17%
BFA
522
Beacon Financial Advisory
Ohio
$737K +$861 +11 +0.1%
NP
523
NorthRock Partners
Minnesota
$733K -$266K -2,496 -27%
BRWA
524
B. Riley Wealth Advisors
Florida
$730K +$89.1K +1,137 +14%
RPGK
525
Retirement Planning Group (Kansas)
Kansas
$729K