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iShares Russell Mid-Cap ETF

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCC
526
Foster Dykema Cabot & Co
Massachusetts
$765K
EWM
527
Empirical Wealth Management
Washington
$764K +$131K +2,031 +21%
OIS
528
Okabena Investment Services
Minnesota
$753K
PHIC
529
Pine Haven Investment Counsel
Massachusetts
$745K
PCIA
530
Prime Capital Investment Advisors
Kansas
$744K +$509K +7,861 +216%
SF
531
SBK Financial
Virginia
$738K -$21.9K -339 -3%
ECG
532
EPIQ Capital Group
California
$737K +$2.26K +35 +0.3%
HIA
533
Harbor Investment Advisory
Maryland
$732K -$34.5K -533 -4%
HI
534
Harbour Investments
Wisconsin
$726K +$726K +11,233 New
RWB
535
RMR Wealth Builders
New Jersey
$725K -$51.2K -792 -7%
UWM
536
USAdvisors Wealth Management
Minnesota
$721K -$15.1K -233 -2%
SC
537
Savant Capital
Illinois
$721K +$70.5K +1,090 +11%
FCFC
538
First Commonwealth Financial Corp
Pennsylvania
$718K -$141K -2,178 -16%
CSPIA
539
Cary Street Partners Investment Advisory
Virginia
$717K +$77.6K +1,200 +12%
GL
540
Graypoint LLC
New York
$715K -$18.4K -284 -3%
CAM
541
Columbia Asset Management
Michigan
$715K +$715K +11,058 New
OWA
542
Outlook Wealth Advisors
Texas
$710K -$49.1K -760 -6%
SAS
543
Sanford Advisory Services
Michigan
$708K -$33.9K -524 -5%
BHIA
544
Birch Hill Investment Advisors
Massachusetts
$708K
BRWA
545
B. Riley Wealth Advisors
Florida
$695K +$153K +2,362 +28%
IF
546
Intrua Financial
Texas
$692K
WA
547
Waverly Advisors
Alabama
$691K +$129 +2 +0%
PWMG
548
Provence Wealth Management Group
California
$686K +$179K +2,770 +35%
BS
549
Boenning & Scattergood
Pennsylvania
$685K -$2.46K -38 -0.4%
WC
550
Wealth CMT
New Jersey
$683K -$125K -1,935 -15%