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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 %
BAMG
676
Brand Asset Management Group
Missouri
$421K
HFS
677
HBC Financial Services
Washington
$421K
DA
678
Detalus Advisors
Missouri
$421K +$41.7K +532 +11%
PCM
679
Parsons Capital Management
Rhode Island
$419K +$419K +5,351 New
DWT
680
Dorsey & Whitney Trust
South Dakota
$418K
IC
681
Inverness Counsel
New York
$418K -$423K
BW
682
Bison Wealth
Georgia
$415K +$78 +1 +0%
NCM
683
Neumann Capital Management
California
$412K -$82.4K -1,054 -17%
RBC
684
Roble Belko & Company
Pennsylvania
$412K
OIA
685
Optimum Investment Advisors
Illinois
$412K +$235 +3 +0.1%
VNA
686
Valley National Advisers
Pennsylvania
$409K
BAM
687
Belpointe Asset Management
Nevada
$409K +$16.4K +210 +4%
ST
688
Spinnaker Trust
Maine
$409K +$409K +5,225 New
F
689
F3Logic
Minnesota
$407K -$47K -600 -10%
LA
690
Legacy Advisors
Pennsylvania
$407K -$6.96K -89 -2%
KCPG
691
Kavar Capital Partners Group
Kansas
$406K +$3.76K +48 +0.9%
TI
692
Truepoint Inc
Ohio
$399K
WC
693
Weil Company
California
$394K
GFS
694
GYL Financial Synergies
Connecticut
$392K
CCM
695
Covington Capital Management
California
$391K
SW
696
SteelPeak Wealth
California
$391K +$2.03K +26 +0.5%
PCA
697
Personal Capital Advisors
California
$391K +$48K +613 +14%
HA
698
Herold Advisors
New York
$391K +$391K +5,000 New
STA
699
Summit Trail Advisors
New York
$388K +$388K +4,957 New
FPCG
700
Fort Pitt Capital Group
Pennsylvania
$386K -$54.1K -693 -12%