IWR icon

iShares Russell Mid-Cap ETF

1,009 hedge funds and large institutions have $23.1B invested in iShares Russell Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 350 increasing their positions, 323 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
17.62%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.06%
New
78
Increased
350
Reduced
323
Closed
45
Calls
$23M
Puts
$2.54M
Net Calls
+$20.5M
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Shares
Change %
JHCP
601
Jackson Hole Capital Partners
Oklahoma
$542K
NEPPG
602
New England Professional Planning Group
Rhode Island
$541K +$242 +3 +0%
PWLP
603
Prio Wealth Limited Partnership
Massachusetts
$536K
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$536K +$110K +1,382 +26%
AF
605
Advisornet Financial
Minnesota
$535K -$13.2K -167 -2%
SCM
606
Southport Capital Management
Tennessee
$535K +$72.5K +915 +16%
HW
607
Hancock Whitney
Mississippi
$532K +$71.9K +908 +16%
RWM
608
Reston Wealth Management
Virginia
$531K +$952 +12 +0.2%
SCA
609
Stillwater Capital Advisors
Pennsylvania
$530K +$5.54K +70 +1%
HCA
610
Harbour Capital Advisors
Virginia
$525K
FHA
611
Flagship Harbor Advisors
Massachusetts
$524K -$8.16K -103 -2%
RhumbLine Advisers
612
RhumbLine Advisers
Massachusetts
$524K +$524K +6,608 New
FFBTD
613
First Financial Bank - Trust Division
Ohio
$521K -$8.87K -112 -2%
WDG
614
Wealth Dimensions Group
Ohio
$520K -$25K -316 -5%
JWA
615
JFS Wealth Advisors
Pennsylvania
$518K -$41K -517 -7%
TFS
616
Thoroughbred Financial Services
Tennessee
$518K +$79 +1 +0%
PO
617
Private Ocean
California
$518K +$475 +6 +0.1%
CBT
618
Central Bank & Trust
Kentucky
$516K
CWM
619
Chicago Wealth Management
Illinois
$511K +$275K +3,473 +117%
ZCA
620
Zeke Capital Advisors
Pennsylvania
$510K
PB
621
Pinnacle Bancorp
Nebraska
$510K +$11.2K +141 +2%
WI
622
Wedgewood Investors
Pennsylvania
$507K
BSB
623
Bangor Savings Bank
Maine
$504K +$9.74K +123 +2%
NCM
624
Neumann Capital Management
California
$501K -$3.09K -39 -0.6%
TLFA
625
True Link Financial Advisors
California
$500K -$159K -2,011 -24%