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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 %
LDB
626
Lee, Danner & Bass
Tennessee
$632K +$32K +385 +5%
S
627
SignatureFD
Georgia
$629K +$52.7K +635 +9%
CCFCSB
628
Cape Cod Five Cents Savings Bank
Massachusetts
$627K -$52.9K -638 -8%
BA
629
Bridgewater Advisors
New York
$623K
PWLP
630
Prio Wealth Limited Partnership
Massachusetts
$617K +$55K +662 +10%
SWA
631
Stratos Wealth Advisors
Ohio
$610K +$9.04K +109 +2%
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$605K
OCM
633
Objective Capital Management
Ohio
$605K +$605K +7,290 New
FF
634
FourThought Financial
Florida
$603K
WTFG
635
Wells Trecaso Financial Group
Ohio
$601K
ZB
636
Zions Bancorporation
Utah
$599K
9WM
637
9258 Wealth Management
Ohio
$599K +$245K +2,951 +69%
TNB
638
Thomasville National Bank
Georgia
$597K
WPW
639
Waldron Private Wealth
Pennsylvania
$594K
CBT
640
Central Bank & Trust
Kentucky
$589K +$48.9K +589 +9%
CWM
641
Chicago Wealth Management
Illinois
$587K +$21.2K +255 +4%
WAG
642
Winthrop Advisory Group
Massachusetts
$586K +$498 +6 +0.1%
SCA
643
Stillwater Capital Advisors
Pennsylvania
$586K +$19.5K +235 +3%
IWMA
644
Ironwood Wealth Management (Arizona)
Arizona
$585K
SB
645
Strategic Blueprint
Georgia
$585K +$43.9K +529 +8%
MA
646
Mutual Advisors
Nebraska
$582K -$5.23K -63 -0.9%
MCM
647
Mill Capital Management
North Carolina
$581K +$581K +6,994 New
OIA
648
OneDigital Investment Advisors
Kansas
$580K +$83 +1 +0%
HW
649
Hancock Whitney
Mississippi
$579K
MWM
650
Mission Wealth Management
California
$577K +$996 +12 +0.2%