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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 %
MYIA
601
Mount Yale Investment Advisors
Colorado
$680K +$4.48K +54 +0.7%
CT
602
Columbia Trust
Oregon
$677K
AWM
603
Altavista Wealth Management
North Carolina
$677K
PL
604
Parthenon LLC
Kentucky
$672K -$24.9K -300 -4%
WWM
605
Windsor Wealth Management
Indiana
$671K +$33.2K +400 +5%
VFIC
606
Valley Forge Investment Consultants
Pennsylvania
$668K +$4.4K +53 +0.7%
FFA
607
First Foundation Advisors
California
$668K +$29.9K +360 +5%
CPSC
608
Carl P. Sherr & Co
Massachusetts
$668K +$278K +3,354 +71%
MLL
609
Moody Lynn & Lieberson
Massachusetts
$666K
DWP
610
Destiny Wealth Partners
Florida
$665K +$4.57K +55 +0.7%
TRIA
611
Trail Ridge Investment Advisors
Colorado
$664K +$664K +8,002 New
SHWM
612
Smith & Howard Wealth Management
Georgia
$663K +$98K +1,181 +17%
IAG
613
Investment Advisory Group
Massachusetts
$659K +$659K +8,446 New
EFA
614
Evernest Financial Advisors
Indiana
$658K +$658K +8,352 New
DBT
615
Dubuque Bank & Trust
Iowa
$653K -$64K -771 -9%
KCM
616
Kanawha Capital Management
Virginia
$653K
CCM
617
Crossvault Capital Management
Texas
$647K -$6.64K -80 -1%
SCI
618
S&CO Inc
Massachusetts
$647K
DSN
619
D. Scott Neal
Kentucky
$646K -$914 -11 -0.1%
BFM
620
Broadview Financial Management
Wisconsin
$646K +$3.07K +37 +0.5%
BA
621
Ballew Advisors
Mississippi
$645K +$320 +4 +0%
WJA
622
Willis Johnson & Associates
Texas
$639K -$29.2K -352 -4%
BCM
623
Buckhead Capital Management
Georgia
$639K
Fuller & Thaler Asset Management
624
Fuller & Thaler Asset Management
California
$638K +$638K +7,683 New
CPSAC
625
Chas P. Smith & Associates (CPS)
Florida
$633K -$5.65K -68 -0.9%