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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 %
PWP
551
Perfromance Wealth Partners
Illinois
$680K +$1.23K +19 +0.2%
LWA
552
LWS Wealth Advisors
New Jersey
$678K +$678K +10,488 New
WA
553
Wealth Alliance
New York
$675K +$675K +10,442 New
BBA
554
BLB&B Advisors
Pennsylvania
$672K -$124K -1,916 -16%
TFGT
555
TS Financial Group (TSFG)
Illinois
$672K
USCWA
556
U.S. Capital Wealth Advisors
Texas
$672K +$92.6K +1,432 +16%
WANY
557
Wealthspire Advisors (New York)
New York
$668K +$236K +3,653 +55%
SAS
558
SMI Advisory Services
Indiana
$665K -$17.1K -264 -3%
NCM
559
Narwhal Capital Management
Georgia
$663K
LFA
560
Legacy Financial Advisors
Kentucky
$663K +$48.7K +753 +8%
DSC
561
Duncker Streett & Co
Missouri
$660K -$8.21K -127 -1%
BFA
562
Beacon Financial Advisory
Ohio
$659K -$21.9K -338 -3%
SAF
563
Smith Anglin Financial
Texas
$657K +$2.07K +32 +0.3%
FFM
564
Forum Financial Management
Illinois
$656K
CCP
565
Corient Capital Partners
California
$654K +$68.2K +1,055 +12%
AIA
566
Armor Investment Advisors
North Carolina
$650K -$138K -2,140 -18%
BW
567
Bison Wealth
Georgia
$649K +$57.7K +892 +10%
MA
568
Mutual Advisors
Nebraska
$639K +$313K +4,842 +96%
GWS
569
Glassman Wealth Services
Virginia
$634K
LCM
570
Linker Capital Management
Kentucky
$632K
BTI
571
Blue Trust Inc
Georgia
$629K +$629K +8,060 New
KA
572
Klingman & Associates
New York
$628K
HS
573
Horan Securities
United States
$626K -$38.3K -585 -6%
NW
574
NewEdge Wealth
Pennsylvania
$626K +$236K +3,655 +61%
FFG
575
Fullen Financial Group
Ohio
$623K +$1.94K +30 +0.3%