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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 %
NSIM
526
North Star Investment Management
Illinois
$720K
CFFP
527
Center for Financial Planning
Michigan
$719K -$88.1K -1,126 -11%
DIA
528
Dana Investment Advisors
Wisconsin
$718K
SS
529
Simplicity Solutions
Minnesota
$714K +$300K +3,841 +73%
CCP
530
Corient Capital Partners
California
$709K
CST
531
Charles Schwab Trust
Nevada
$708K +$90.1K +1,152 +15%
USCWA
532
U.S. Capital Wealth Advisors
Texas
$701K +$701K +8,964 New
VRM
533
Vectors Research Management
New York
$699K -$19.3K -246 -3%
HC
534
HNP Capital
New York
$699K -$19.3K -246 -3%
CCFM
535
Clear Creek Financial Management
Washington
$687K -$9.47K -121 -1%
IA
536
IFP Advisors
Florida
$684K -$78 -1 -0%
CT
537
Columbia Trust
Oregon
$677K
DBT
538
Dubuque Bank & Trust
Iowa
$676K -$258K -3,295 -28%
BMCM
539
Bryn Mawr Capital Management
Pennsylvania
$675K
MCM
540
MV Capital Management
Maryland
$672K +$74.4K +952 +12%
WCM
541
Windsor Capital Management
Arizona
$671K -$24.2K -309 -3%
AF
542
Allworth Financial
California
$667K +$12.4K +158 +2%
ACA
543
Aptus Capital Advisors
Alabama
$666K
PGIM
544
Pacific Global Investment Management
California
$665K
AWA
545
Arete Wealth Advisors
Illinois
$663K -$5.17K -66 -0.8%
PL
546
Parthenon LLC
Kentucky
$657K
LP
547
LGL Partners
Pennsylvania
$657K +$2.19K +28 +0.3%
RCAG
548
Rehmann Capital Advisory Group
Michigan
$652K +$20.3K +260 +3%
BWA
549
BlueSky Wealth Advisors
North Carolina
$652K
NPT
550
Nixon Peabody Trust
Massachusetts
$651K