IWR icon

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 %
OSNBOA
676
Old Second National Bank of Aurora
Illinois
$532K
WI
677
Wedgewood Investors
Pennsylvania
$531K
CHAM
678
Clear Harbor Asset Management
Connecticut
$527K +$48K +578 +10%
ACM
679
Alamar Capital Management
California
$525K +$34.5K +416 +7%
BSB
680
Bangor Savings Bank
Maine
$520K
CDIA
681
Capital Directions Investment Advisors
Georgia
$516K +$427K +5,145 +479%
NFC
682
Northeast Financial Consultants
Connecticut
$515K
HCA
683
Harbour Capital Advisors
Virginia
$515K
LC
684
Lindbrook Capital
California
$515K +$515K +6,199 New
BWA
685
Blodgett Wealth Advisors
California
$514K +$514K +6,188 New
VIA
686
Vickerman Investment Advisors
Washington
$513K -$63.6K -767 -11%
FWM
687
Frontier Wealth Management
Missouri
$513K +$1.99K +24 +0.4%
OWP
688
Obermeyer Wealth Partners
Colorado
$512K
WDG
689
Wealth Dimensions Group
Ohio
$511K +$48.7K +586 +11%
ESB
690
Essex Savings Bank
Connecticut
$510K
FNBTCON
691
First National Bank & Trust Co of Newtown
Pennsylvania
$508K
TFA
692
Triad Financial Advisors
North Carolina
$507K +$507K +6,111 New
KBFS
693
Kohmann Bosshard Financial Services
Ohio
$501K
GSWM
694
Golden State Wealth Management
California
$501K +$83 +1 +0%
SWA
695
SOA Wealth Advisors
New York
$501K +$33.6K +405 +7%
FAM
696
Flaharty Asset Management
Florida
$499K +$3.73K +45 +0.8%
BWA
697
BDO Wealth Advisors
Florida
$499K +$93K +1,119 +23%
APG
698
Abacus Planning Group
South Carolina
$499K +$499K +6,007 New
EGA
699
E&G Advisors
Texas
$498K
DA
700
Detalus Advisors
Missouri
$492K +$46K +555 +10%