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iShares Russell Mid-Cap ETF

1,125 hedge funds and large institutions have $24.1B invested in iShares Russell Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 409 increasing their positions, 352 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,125
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
17.8%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1%
New
83
Increased
409
Reduced
352
Closed
78
Calls
$9.3M
Puts
$2.27M
Net Calls
+$7.03M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Shares
Change %
ESB
701
Essex Savings Bank
Connecticut
$480K +$858 +11 +0.2%
SFMG
702
Sage Financial Management Group
Virginia
$478K +$29.5K +378 +7%
FNBTCON
703
First National Bank & Trust Co of Newtown
Pennsylvania
$477K
SWA
704
SOA Wealth Advisors
New York
$477K +$6.01K +77 +1%
NP
705
NorthRock Partners
Minnesota
$473K -$290K -3,709 -38%
WDG
706
Wealth Dimensions Group
Ohio
$472K -$7.96K -102 -2%
LNWTC
707
Laird Norton Wetherby Trust Company
Washington
$471K -$174K -2,234 -27%
TFA
708
Triad Financial Advisors
North Carolina
$471K -$5.62K -72 -1%
KBFS
709
Kohmann Bosshard Financial Services
Ohio
$471K
NW
710
NewEdge Wealth
Pennsylvania
$470K +$12.6K +162 +3%
BAM
711
Barrett Asset Management
New York
$470K +$227K +2,908 +93%
APG
712
Abacus Planning Group
South Carolina
$469K
EGA
713
E&G Advisors
Texas
$468K
VRM
714
Vectors Research Management
New York
$467K -$229K -2,940 -33%
HC
715
HNP Capital
New York
$467K -$229K -2,940 -33%
IWMA
716
Ironwood Wealth Management (Arizona)
Arizona
$467K -$82K -1,052 -15%
EIA
717
Edgemoor Investment Advisors
Maryland
$465K +$88.9K +1,140 +24%
DBT
718
Dubuque Bank & Trust
Iowa
$464K -$150K -1,924 -24%
CIA
719
Capital Investment Advisors
Georgia
$464K +$32.9K +422 +8%
AP
720
Adero Partners
California
$461K
SWM
721
Segment Wealth Management
Texas
$461K
MCM
722
Morton Capital Management
California
$460K
ICG
723
InterOcean Capital Group
Tennessee
$458K
CFD
724
Creative Financial Designs
Indiana
$458K +$546 +7 +0.1%
TVAMP
725
Tennessee Valley Asset Management Partners
Tennessee
$458K +$781 +10 +0.2%