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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 %
PAM
726
Palisade Asset Management
Minnesota
$457K
BEAM
727
Baker Ellis Asset Management
Washington
$455K
CL
728
CPWM LLC
Washington
$454K
STA
729
Summit Trail Advisors
New York
$453K +$41.7K +503 +10%
BWP
730
Bernardo Wealth Planning
Pennsylvania
$451K +$414 +5 +0.1%
FA
731
Fiducient Advisors
Illinois
$451K +$2.99K +36 +0.7%
MAA
732
Matrix Asset Advisors
New York
$449K +$218K +2,626 +94%
BAMG
733
Brand Asset Management Group
Missouri
$447K
PCM
734
Parsons Capital Management
Rhode Island
$444K
LAS
735
LWM Advisory Services
Florida
$443K +$443K +5,337 New
HWM
736
Horizon Wealth Management
Illinois
$443K +$443K +5,338 New
UIA
737
Ulland Investment Advisors
Minnesota
$440K +$440K +5,300 New
BAM
738
Belpointe Asset Management
Nevada
$439K +$4.81K +58 +1%
KCPG
739
Kavar Capital Partners Group
Kansas
$439K +$8.22K +99 +2%
OIA
740
Optimum Investment Advisors
Illinois
$437K -$83 -1 -0%
HFS
741
HBC Financial Services
Washington
$437K
RBC
742
Roble Belko & Company
Pennsylvania
$437K
CSWM
743
Cassady Schiller Wealth Management
Ohio
$437K +$437K +5,264 New
CBN
744
Cadence Bank NA
Texas
$436K +$49.6K +597 +13%
NCM
745
Neumann Capital Management
California
$435K -$2.91K -35 -0.7%
VNA
746
Valley National Advisers
Pennsylvania
$435K +$415 +5 +0.1%
ST
747
Spinnaker Trust
Maine
$434K
LA
748
Legacy Advisors
Pennsylvania
$432K
CWM
749
Cordatus Wealth Management
Pennsylvania
$431K +$431K +5,187 New
RA
750
Rodgers & Associates
Pennsylvania
$428K -$29.6K -356 -6%