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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 %
MA
776
Montag & Associates
Georgia
$393K +$499 +6 +0.1%
PWA
777
Providence Wealth Advisors
Illinois
$391K
TP
778
Tranquility Partners
Tennessee
$389K +$88.3K +1,063 +29%
AG
779
Ascent Group
Virginia
$388K +$388K +5,158 New
CBFP
780
Cedar Brook Financial Partners
Ohio
$386K +$160K +1,935 +71%
WOC
781
West Oak Capital
California
$382K
HFP
782
Holistic Financial Partners
Indiana
$382K
BWM
783
BerganKDV Wealth Management
Minnesota
$381K -$83 -1 -0%
OPS
784
Orion Portfolio Solutions
Nebraska
$380K -$291K -3,500 -43%
CCP
785
Cassia Capital Partners
North Carolina
$379K +$379K +4,564 New
PWM
786
PBMares Wealth Management
Virginia
$378K
FLA
787
Financial Life Advisors
Texas
$376K
FPFS
788
First Personal Financial Services
North Carolina
$375K
CIC
789
Carnegie Investment Counsel
Ohio
$375K +$80.4K +969 +27%
ORC
790
O'Rourke & Company
Massachusetts
$375K +$375K +4,514 New
PWMG
791
Provence Wealth Management Group
California
$375K +$375K +4,517 New
F
792
F3Logic
Minnesota
$374K -$58.2K -700 -13%
DDC
793
DF Dent & Co
Maryland
$374K +$103K +1,238 +38%
IAIM
794
International Assets Investment Management
Florida
$373K +$21.8K +263 +6%
BG
795
Bollard Group
Massachusetts
$372K +$914 +11 +0.2%
BLC
796
Brown, Lisle/Cummings
Rhode Island
$371K +$371K +4,475 New
WI
797
Wintrust Investments
Illinois
$369K -$18.2K -219 -5%
FCH
798
Freestone Capital Holdings
Washington
$369K +$25.1K +302 +7%
GJIC
799
Gamble Jones Investment Counsel
California
$366K +$83K +1,000 +29%
PCA
800
Personal Capital Advisors
California
$365K -$31.7K -399 -8%