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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 %
HWM
751
Horizon Wealth Management
Illinois
$417K
FWM
752
Frontier Wealth Management
Missouri
$416K -$54.8K -720 -12%
UIA
753
Ulland Investment Advisors
Minnesota
$414K
Wealth Enhancement Advisory Services
754
Wealth Enhancement Advisory Services
Minnesota
$414K +$7.17K +91 +2%
RBC
755
Roble Belko & Company
Pennsylvania
$411K
CSWM
756
Cassady Schiller Wealth Management
Ohio
$411K +$234 +3 +0.1%
VNA
757
Valley National Advisers
Pennsylvania
$409K +$156 +2 +0%
ST
758
Spinnaker Trust
Maine
$408K
CBN
759
Cadence Bank NA
Texas
$406K -$3.35K -43 -0.8%
KCPG
760
Kavar Capital Partners Group
Kansas
$405K -$7.73K -99 -2%
FCH
761
Freestone Capital Holdings
Washington
$405K +$58.5K +750 +17%
OIA
762
Optimum Investment Advisors
Illinois
$403K -$7.73K -99 -2%
PCM
763
Parsons Capital Management
Rhode Island
$402K -$15.2K -195 -4%
AG
764
Ascent Group
Virginia
$400K -$2.26K -29 -0.6%
TI
765
Truepoint Inc
Ohio
$398K
FHA
766
Flagship Harbor Advisors
Massachusetts
$397K -$116K -1,485 -23%
SW
767
SteelPeak Wealth
California
$396K +$2.34K +30 +0.6%
CCM
768
Covington Capital Management
California
$394K
DWT
769
Dorsey & Whitney Trust
South Dakota
$394K
MA
770
Mutual Advisors
Nebraska
$393K -$154K -1,969 -28%
WC
771
Weil Company
California
$393K
GFS
772
GYL Financial Synergies
Connecticut
$391K
HA
773
Herold Advisors
New York
$390K
SFP
774
Shepherd Financial Partners
Massachusetts
$390K +$390K +5,000 New
BAM
775
Belpointe Asset Management
Nevada
$388K -$26.2K -335 -6%