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iShares Russell Mid-Cap ETF

1,125 hedge funds and large institutions have $24.1B invested in iShares Russell Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 409 increasing their positions, 352 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,125
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
17.8%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1%
New
83
Increased
409
Reduced
352
Closed
78
Calls
$9.3M
Puts
$2.27M
Net Calls
+$7.03M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCC
526
Foster Dykema Cabot & Co
Massachusetts
$923K
SF
527
SBK Financial
Virginia
$917K -$52.1K -668 -5%
OWA
528
Outlook Wealth Advisors
Texas
$916K -$8.27K -106 -0.9%
SW
529
SVB Wealth
Massachusetts
$912K +$157K +2,008 +21%
MCC
530
Money Concepts Capital
Florida
$911K +$891K +11,419 +4,568%
OIS
531
Okabena Investment Services
Minnesota
$909K
PHIC
532
Pine Haven Investment Counsel
Massachusetts
$899K
MAM
533
Madison Asset Management
Wisconsin
$898K -$124K -1,590 -12%
PCA
534
Permit Capital Advisors
Pennsylvania
$898K +$898K +11,480 New
SAS
535
Sanford Advisory Services
Michigan
$895K +$22.5K +288 +3%
TW
536
Towerpoint Wealth
California
$892K +$892K +11,435 New
UWM
537
USAdvisors Wealth Management
Minnesota
$889K -$23.3K -299 -3%
ECG
538
EPIQ Capital Group
California
$886K +$2.5K +32 +0.3%
GL
539
Graypoint LLC
New York
$886K +$26.1K +334 +3%
DFC
540
DBK Financial Counsel
Ohio
$878K -$234K -2,996 -21%
KPWS
541
Kestra Private Wealth Services
Texas
$864K -$71.7K -919 -8%
TF
542
Tompkins Financial
New York
$859K
BHIA
543
Birch Hill Investment Advisors
Massachusetts
$854K
ARC
544
Advisor Resource Council
Texas
$845K -$247K -3,163 -23%
IF
545
Intrua Financial
Texas
$835K
BCI
546
Brinker Capital Investments
Pennsylvania
$834K +$182K +2,326 +28%
WA
547
Waverly Advisors
Alabama
$833K +$78 +1 +0%
BS
548
Boenning & Scattergood
Pennsylvania
$829K +$26.2K +336 +3%
HCM
549
HMS Capital Management
Tennessee
$825K -$34.2K -438 -4%
SAS
550
SMI Advisory Services
Indiana
$824K -$42.5K -545 -5%