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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 %
FPW
701
Flagship Private Wealth
Massachusetts
$379K +$635 +8 +0.2%
MFA
702
McClarren Financial Advisors
Pennsylvania
$377K -$17.8K -225 -5%
C
703
Certuity
Florida
$377K
BOTW
704
Bank of the West
California
$376K
JG
705
Jefferies Group
New York
$376K
MA
706
Montag & Associates
Georgia
$374K +$317 +4 +0.1%
EWM
707
Evermay Wealth Management
Virginia
$368K
CBN
708
Cadence Bank NA
Texas
$368K +$2.69K +34 +0.7%
WOC
709
West Oak Capital
California
$365K
HFP
710
Holistic Financial Partners
Indiana
$365K
EE
711
EWG Elevate
California
$364K +$638 +8 +0.2%
RZH
712
Relyea Zuckerberg Hanson
Connecticut
$363K
FLA
713
Financial Life Advisors
Texas
$361K
PWM
714
PBMares Wealth Management
Virginia
$361K
Lido Advisors
715
Lido Advisors
California
$359K -$4.29M -54,104 -92%
BWM
716
BerganKDV Wealth Management
Minnesota
$358K
FPFS
717
First Personal Financial Services
North Carolina
$358K +$250K +3,159 +233%
FHC
718
First Heartland Consultants
Missouri
$355K +$115K +1,452 +48%
BG
719
Bollard Group
Massachusetts
$353K +$713 +9 +0.2%
AWC
720
Abundance Wealth Counselors
Pennsylvania
$348K
OPS
721
Orion Portfolio Solutions
Nebraska
$348K +$29.4K +371 +9%
PCA
722
Personal Capital Advisors
California
$347K -$65.6K -828 -16%
NIM
723
Northeast Investment Management
Massachusetts
$347K
IAIM
724
International Assets Investment Management
Florida
$345K -$455K -5,735 -57%
OL
725
Optas LLC
Texas
$344K