IWR icon

iShares Russell Mid-Cap ETF

1,010 hedge funds and large institutions have $23B invested in iShares Russell Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 333 increasing their positions, 291 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
17.74%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.09%
New
65
Increased
333
Reduced
291
Closed
52
Calls
$8.99M
Puts
$8.72M
Net Calls
+$272K
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ICG
651
InterOcean Capital Group
Tennessee
$459K -$10.5K -134 -2%
BWP
652
Baldwin Wealth Partners
Massachusetts
$458K +$7.82K +100 +2%
FFA
653
Founders Financial Alliance
North Carolina
$458K +$30.3K +388 +7%
TVAMP
654
Tennessee Valley Asset Management Partners
Tennessee
$457K +$457K +5,846 New
Wealth Enhancement Advisory Services
655
Wealth Enhancement Advisory Services
Minnesota
$455K +$416 +5 +0.1%
CL
656
CPWM LLC
Washington
$454K +$391 +5 +0.1%
CHAM
657
Clear Harbor Asset Management
Connecticut
$451K +$451K +5,769 New
EWM
658
Empirical Wealth Management
Washington
$445K +$445K +5,684 New
OFS
659
Orrstown Financial Services
Pennsylvania
$441K -$347K -4,437 -44%
SWA
660
SOA Wealth Advisors
New York
$440K +$102K +1,305 +30%
HCM
661
Howland Capital Management
Massachusetts
$438K -$39.1K -500 -8%
SCM
662
SOL Capital Management
Maryland
$436K -$3.91K -50 -0.9%
BEAM
663
Baker Ellis Asset Management
Washington
$436K
WDG
664
Wealth Dimensions Group
Ohio
$435K -$78.2K -1,000 -15%
CTA
665
Colonial Trust Advisors
South Carolina
$434K
RB
666
Renasant Bank
Mississippi
$433K -$4.69K -60 -1%
SWA
667
SFMG Wealth Advisors
Texas
$432K
AWS
668
AJ Wealth Strategies
New York
$432K +$432K +5,520 New
RA
669
Rodgers & Associates
Pennsylvania
$431K
PAM
670
Palisade Asset Management
Minnesota
$430K
QAM
671
QCI Asset Management
New York
$429K
BCI
672
Brinker Capital Investments
Pennsylvania
$427K -$12K -154 -3%
CIA
673
Capital Investment Advisors
Georgia
$427K +$39.4K +504 +10%
BWP
674
Bernardo Wealth Planning
Pennsylvania
$425K -$45K -575 -10%
FA
675
Fiducient Advisors
Illinois
$422K