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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 %
SWM
701
Segment Wealth Management
Texas
$490K
AP
702
Adero Partners
California
$490K
MCM
703
Morton Capital Management
California
$490K +$490K +5,900 New
AWAG
704
ARS Wealth Advisors Group
Florida
$488K -$41.9K -505 -8%
ICG
705
InterOcean Capital Group
Tennessee
$488K
SCM
706
Southport Capital Management
Tennessee
$488K +$488K +5,878 New
CFD
707
Creative Financial Designs
Indiana
$487K -$198K -2,386 -29%
MPI
708
Mairs & Power Inc
Minnesota
$487K +$209K +2,516 +75%
FFA
709
Founders Financial Alliance
North Carolina
$486K -$249 -3 -0.1%
BWP
710
Baldwin Wealth Partners
Massachusetts
$486K
TVAMP
711
Tennessee Valley Asset Management Partners
Tennessee
$486K +$913 +11 +0.2%
NW
712
NewEdge Wealth
Pennsylvania
$486K +$486K +5,860 New
FCM
713
Fourpath Capital Management
Oklahoma
$482K +$482K +5,807 New
SFMG
714
Sage Financial Management Group
Virginia
$477K +$477K +5,745 New
SFG
715
StrategIQ Financial Group
Indiana
$473K -$33.2K -400 -7%
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$469K -$205K -2,472 -30%
ERIM
717
Eagle Ridge Investment Management
Connecticut
$466K +$137K +1,650 +42%
IC
718
Inverness Counsel
New York
$465K -$418K
HCM
719
Howland Capital Management
Massachusetts
$465K
SCM
720
SOL Capital Management
Maryland
$463K
OBWP
721
O'Brien Wealth Partners
Massachusetts
$463K +$463K +5,967 New
ACM
722
AlphaStar Capital Management
North Carolina
$462K +$15.4K +193 +3%
SWA
723
SFMG Wealth Advisors
Texas
$459K
CIA
724
Capital Investment Advisors
Georgia
$459K +$5.98K +72 +1%
AWS
725
AJ Wealth Strategies
New York
$458K