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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 %
TI
751
Truepoint Inc
Ohio
$424K
DWT
752
Dorsey & Whitney Trust
South Dakota
$419K -$24.9K -300 -6%
SW
753
SteelPeak Wealth
California
$419K +$4.07K +49 +1%
CCM
754
Covington Capital Management
California
$419K +$4.15K +50 +1%
WC
755
Weil Company
California
$418K
WLPWM
756
Walled Lake Planning & Wealth Management
Illinois
$418K +$278K +3,350 +198%
GFS
757
GYL Financial Synergies
Connecticut
$416K
Neuberger Berman Group
758
Neuberger Berman Group
New York
$416K +$416K +5,006 New
HA
759
Herold Advisors
New York
$415K
CFA
760
Carroll Financial Associates
North Carolina
$411K +$193K +2,325 +88%
Citadel Advisors
761
Citadel Advisors
Florida
$410K +$410K +4,942 New
ZF
762
Zhang Financial
Michigan
$407K +$498 +6 +0.1%
FPCG
763
Fort Pitt Capital Group
Pennsylvania
$404K -$5.81K -70 -1%
BHWM
764
Bar Harbor Wealth Management
New Hampshire
$403K +$403K +4,851 New
KCA
765
Karn Couzens & Associates
Connecticut
$402K
MAS
766
Madden Advisory Services
Florida
$401K +$2.58K +31 +0.6%
KFP
767
KMG Fiduciary Partners
Ohio
$400K +$400K +4,816 New
EIA
768
Edgemoor Investment Advisors
Maryland
$400K +$400K +4,820 New
VFG
769
V2 Financial group
Illinois
$398K
FPW
770
Flagship Private Wealth
Massachusetts
$398K +$1.24K +15 +0.3%
Wealth Enhancement Advisory Services
771
Wealth Enhancement Advisory Services
Minnesota
$395K -$23.1K -302 -6%
SWPG
772
Strategic Wealth Partners Group
Illinois
$394K -$140K -1,687 -26%
JG
773
Jefferies Group
New York
$393K
RB
774
Renasant Bank
Mississippi
$393K -$67.2K -809 -15%
MFA
775
McClarren Financial Advisors
Pennsylvania
$393K -$7.81K -94 -2%