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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 %
SHWM
576
Smith & Howard Wealth Management
Georgia
$744K +$120K +1,541 +19%
LFA
577
Legacy Financial Advisors
Kentucky
$741K
RCAG
578
Rehmann Capital Advisory Group
Michigan
$725K -$334K -4,280 -32%
BFIM
579
Beese Fulmer Investment Management
Ohio
$722K -$68.6K -880 -9%
NSIM
580
North Star Investment Management
Illinois
$719K +$1.02K +13 +0.1%
BW
581
Bison Wealth
Georgia
$714K +$626K +8,017 +711%
OA
582
Operose Advisors
Wisconsin
$713K
MWM
583
Modera Wealth Management
New Jersey
$710K +$6.63K +85 +0.9%
LA
584
Lynch & Associates
Indiana
$709K -$46.2K -591 -6%
RPGK
585
Retirement Planning Group (Kansas)
Kansas
$709K -$18.7K -239 -3%
CCP
586
Corient Capital Partners
California
$707K
CPSC
587
Carl P. Sherr & Co
Massachusetts
$702K +$74.1K +950 +12%
WWM
588
Windsor Wealth Management
Indiana
$702K +$78.9K +1,025 +13%
BFA
589
Bill Few Associates
Pennsylvania
$701K
USCWA
590
U.S. Capital Wealth Advisors
Texas
$700K -$173K -2,211 -20%
FPCG
591
Forum Private Client Group
Indiana
$699K +$699K +8,959 New
DIA
592
Dana Investment Advisors
Wisconsin
$696K
LWM
593
Laidlaw Wealth Management
New York
$695K
CST
594
Charles Schwab Trust
Nevada
$691K -$15.6K -200 -2%
RWM
595
Rockwood Wealth Management
Pennsylvania
$691K +$449K +5,748 +185%
B
596
Bensler
Washington
$688K +$688K +8,815 New
CFFP
597
Center for Financial Planning
Michigan
$683K -$36.1K -462 -5%
MYIA
598
Mount Yale Investment Advisors
Colorado
$677K +$37.5K +480 +6%
BMCM
599
Bryn Mawr Capital Management
Pennsylvania
$674K
NLP
600
Next Level Private
New York
$673K +$13.5K +173 +2%