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iShares Russell Mid-Cap ETF

1,133 hedge funds and large institutions have $25.3B invested in iShares Russell Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 412 increasing their positions, 282 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+123
Holders Change %
+12.18%
% of All Funds
17.5%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.99%
New
170
Increased
412
Reduced
282
Closed
30
Calls
$15.4M
Puts
$1.56M
Net Calls
+$13.8M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
501
Harbour Investments
Wisconsin
$989K -$1.16M -14,013 -54%
PFG
502
Pacific Financial Group
Washington
$987K -$6.34K -78 -0.6%
OWA
503
Outlook Wealth Advisors
Texas
$984K -$50.3K -606 -5%
FHB
504
First Hawaiian Bank
Hawaii
$983K
FDCC
505
Foster Dykema Cabot & Co
Massachusetts
$982K
HIA
506
Harbor Investment Advisory
Maryland
$973K
UWM
507
USAdvisors Wealth Management
Minnesota
$970K -$80.5K -970 -8%
OIS
508
Okabena Investment Services
Minnesota
$967K +$901K +10,850 +1,356%
PHIC
509
Pine Haven Investment Counsel
Massachusetts
$956K +$956K +11,522 New
IWC
510
Integrated Wealth Concepts
Massachusetts
$942K -$39.8K -479 -4%
ECG
511
EPIQ Capital Group
California
$940K -$44.5K -536 -5%
MTC
512
McDaniel Terry & Co
Texas
$939K +$939K +11,317 New
BFA
513
Bragg Financial Advisors
North Carolina
$937K
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$930K +$930K +11,203 New
SAS
515
Sanford Advisory Services
Michigan
$928K -$75K -904 -7%
USCWA
516
U.S. Capital Wealth Advisors
Texas
$928K +$184K +2,211 +25%
AA
517
Advisory Alpha
Michigan
$926K +$997 +12 +0.1%
SAS
518
SMI Advisory Services
Indiana
$921K -$29.8K -359 -3%
CAM
519
Columbia Asset Management
Michigan
$918K +$83 +1 +0%
GL
520
Graypoint LLC
New York
$914K -$74.2K -894 -8%
HCM
521
HMS Capital Management
Tennessee
$914K -$11.4K -137 -1%
TF
522
Tompkins Financial
New York
$914K
BHIA
523
Birch Hill Investment Advisors
Massachusetts
$909K
C
524
Certuity
Florida
$906K +$511K +6,150 +129%
KA
525
Kovack Advisors
Florida
$891K +$88.7K +1,068 +11%