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iShares Russell Mid-Cap ETF

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
MYIA
726
Mount Yale Investment Advisors
Colorado
$371K -$190K -2,932 -34%
SCM
727
SOL Capital Management
Maryland
$371K +$9.71K +150 +3%
IIA
728
IPG Investment Advisors
California
$366K +$366K +5,659 New
AG
729
Ascent Group
Virginia
$364K
TW
730
Towerpoint Wealth
California
$362K -$377K -5,835 -51%
BA
731
Bridgewater Advisors
New York
$362K -$123K -1,900 -25%
IC
732
Inverness Counsel
New York
$362K -$437K
CCMG
733
Clark Capital Management Group
Pennsylvania
$361K +$74.6K +1,155 +26%
BAMG
734
Brand Asset Management Group
Missouri
$359K -$14.9K -230 -4%
AF
735
Arrow Financial
New York
$359K +$10.8K +168 +3%
RWM
736
Rockwood Wealth Management
Pennsylvania
$358K -$214K -3,310 -37%
DA
737
Detalus Advisors
Missouri
$358K -$43.6K -675 -11%
SWA
738
SFMG Wealth Advisors
Texas
$357K
AWS
739
AJ Wealth Strategies
New York
$357K
PIFP
740
Partners in Financial Planning
Virginia
$356K +$64.5K +904 +22%
SFG
741
StrategIQ Financial Group
Indiana
$355K
PAM
742
Palisade Asset Management
Minnesota
$354K -$1.75K -27 -0.5%
BEAM
743
Baker Ellis Asset Management
Washington
$354K
TF
744
Tompkins Financial
New York
$350K -$362K -5,600 -51%
HFS
745
HBC Financial Services
Washington
$350K
VNA
746
Valley National Advisers
Pennsylvania
$350K +$200 +3 +0.1%
Wealth Enhancement Advisory Services
747
Wealth Enhancement Advisory Services
Minnesota
$347K -$2.59K -39 -0.7%
OIA
748
Optimum Investment Advisors
Illinois
$346K +$12.3K +190 +4%
HWM
749
Horizon Wealth Management
Illinois
$345K
BWP
750
Bernardo Wealth Planning
Pennsylvania
$344K -$3.55K -55 -1%