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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 %
LCM
551
Linker Capital Management
Kentucky
$811K +$811K +9,769 New
KA
552
Klingman & Associates
New York
$806K
SW
553
SVB Wealth
Massachusetts
$803K -$202K -2,431 -20%
LA
554
Lynch & Associates
Indiana
$803K -$31.4K -378 -4%
AF
555
Allworth Financial
California
$797K +$88.7K +1,068 +13%
LFA
556
Legacy Financial Advisors
Kentucky
$789K -$1.66K -20 -0.2%
PWMAG
557
Pinnacle Wealth Management Advisory Group
New Jersey
$789K +$508K +6,124 +181%
BRWA
558
B. Riley Wealth Advisors
Florida
$788K +$13.8K +166 +2%
TFS
559
Thoroughbred Financial Services
Tennessee
$779K +$101K +1,215 +15%
WIA
560
World Investment Advisors
California
$774K -$1.91M -24,430 -71%
RPGK
561
Retirement Planning Group (Kansas)
Kansas
$774K +$581 +7 +0.1%
RCM
562
Radnor Capital Management
Pennsylvania
$774K +$774K +9,321 New
CL
563
CIM LLC
New York
$770K -$78.3K -1,046 -9%
W
564
Wealthquest
Ohio
$767K -$312K -3,766 -29%
SCA
565
Southern Capital Advisors
Tennessee
$767K +$767K +9,241 New
CFFP
566
Center for Financial Planning
Michigan
$765K +$2.32K +28 +0.3%
NSIM
567
North Star Investment Management
Illinois
$764K
AFO
568
Allie Family Office
Florida
$762K +$762K +9,175 New
OA
569
Operose Advisors
Wisconsin
$759K +$759K +9,140 New
CCP
570
Corient Capital Partners
California
$752K
CST
571
Charles Schwab Trust
Nevada
$751K
FG
572
Fiduciary Group
Georgia
$750K
MWM
573
Modera Wealth Management
New Jersey
$749K -$66.5K -800 -8%
5L
574
55I LLC
Massachusetts
$747K -$783K -9,441 -51%
BFA
575
Bill Few Associates
Pennsylvania
$746K +$746K +8,986 New