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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 %
JFA
626
JNBA Financial Advisors
Minnesota
$500K
CSPIA
627
Cary Street Partners Investment Advisory
Virginia
$498K +$39.7K +501 +9%
FAIM
628
Financial Advocates Investment Management
Washington
$497K +$33.5K +423 +7%
MCA
629
Mercer Capital Advisers
New Jersey
$496K
NFC
630
Northeast Financial Consultants
Connecticut
$492K
OWP
631
Obermeyer Wealth Partners
Colorado
$489K -$69.4K -876 -12%
TK
632
TIAA Kaspick
Massachusetts
$489K +$489K +6,169 New
SFMG
633
Sage Financial Management Group
Virginia
$485K -$3.96K -50 -0.8%
CIAS
634
CFS Investment Advisory Services
New Jersey
$485K +$485K +6,123 New
BA
635
Bridgewater Advisors
New York
$484K -$19.6K -248 -4%
HCM
636
Howland Capital Management
Massachusetts
$483K
SFG
637
StrategIQ Financial Group
Indiana
$483K
GF
638
Gries Financial
Ohio
$482K
ESB
639
Essex Savings Bank
Connecticut
$481K
CCM
640
Colorado Capital Management
Colorado
$481K
CA
641
Calton & Associates
Florida
$479K -$166K -2,100 -26%
BAM
642
Barrett Asset Management
New York
$478K
KBFS
643
Kohmann Bosshard Financial Services
Ohio
$478K
GSWM
644
Golden State Wealth Management
California
$478K +$478K +6,037 New
FWM
645
Frontier Wealth Management
Missouri
$477K +$1.51K +19 +0.3%
BWP
646
Bernardo Wealth Planning
Pennsylvania
$476K +$55.5K +701 +13%
ICG
647
InterOcean Capital Group
Tennessee
$476K +$476K +6,008 New
EGA
648
E&G Advisors
Texas
$475K -$444K -6,000 Closed
FAM
649
Flaharty Asset Management
Florida
$474K
SWM
650
Segment Wealth Management
Texas
$468K