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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 %
BFA
551
Beacon Financial Advisory
Ohio
$822K +$1.33K +17 +0.2%
Charles Schwab
552
Charles Schwab
California
$820K -$172K -2,200 -17%
PWP
553
Perfromance Wealth Partners
Illinois
$819K
TFGT
554
TS Financial Group (TSFG)
Illinois
$811K
DSC
555
Duncker Streett & Co
Missouri
$807K
NCM
556
Narwhal Capital Management
Georgia
$800K
WP
557
WealthShield Partners
North Carolina
$794K +$794K +10,175 New
HS
558
Horan Securities
United States
$792K -$3.2K -41 -0.4%
KA
559
Kovack Advisors
Florida
$791K -$46K -590 -5%
FFM
560
Forum Financial Management
Illinois
$791K
SAF
561
Smith Anglin Financial
Texas
$791K +$791K +10,130 New
EFSCE
562
Enterprise Financial Services Corp (EFSC)
Missouri
$786K -$1.79K -23 -0.2%
ACM
563
Alamar Capital Management
California
$786K +$293K +3,750 +59%
SC
564
Savant Capital
Illinois
$785K
AF
565
Allworth Financial
California
$774K +$25.4K +325 +3%
CSPIA
566
Cary Street Partners Investment Advisory
Virginia
$772K -$10.2K -131 -1%
W
567
Wealthquest
Ohio
$767K
GWS
568
Glassman Wealth Services
Virginia
$765K +$656K +8,400 +601%
EWM
569
Empirical Wealth Management
Washington
$764K -$5.07K -65 -0.7%
LCM
570
Linker Capital Management
Kentucky
$762K
KA
571
Klingman & Associates
New York
$758K
LOPW
572
Live Oak Private Wealth
North Carolina
$750K -$19K -244 -2%
FFG
573
Fullen Financial Group
Ohio
$749K -$27.3K -350 -4%
LA
574
Legacy Advisors
Pennsylvania
$748K +$342K +4,376 +84%
CL
575
CIM LLC
New York
$747K -$38.5K -504 -5%