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iShares Russell Mid-Cap ETF

1,009 hedge funds and large institutions have $23.1B invested in iShares Russell Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 350 increasing their positions, 323 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
17.62%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.06%
New
78
Increased
350
Reduced
323
Closed
45
Calls
$23M
Puts
$2.54M
Net Calls
+$20.5M
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Shares
Change %
PCS
801
Personal CFO Solutions
New Jersey
$260K
IF
802
Ironwood Financial
Arizona
$260K +$6.43K +81 +3%
DDC
803
DF Dent & Co
Maryland
$259K +$259K +3,265 New
ICM
804
IMS Capital Management
Oregon
$258K +$35.7K +450 +16%
PP
805
Palladium Partners
Virginia
$257K
AIM
806
Aspen Investment Management
Michigan
$256K
WW
807
Waterfront Wealth
Kansas
$255K
TF
808
TimeScale Financial
Massachusetts
$255K +$1.11K +14 +0.4%
CMP
809
Courage Miller Partners
Virginia
$252K
CPSC
810
Carl P. Sherr & Co
Massachusetts
$250K +$250K +3,159 New
SC
811
Scotia Capital
Ontario, Canada
$247K -$10.7K -135 -4%
EA
812
Emerald Advisors
Washington
$247K
FAM
813
Formidable Asset Management
Ohio
$245K
PCM
814
Poehling Capital Management
Wisconsin
$244K
FBA
815
Front Barnett Associates
Illinois
$244K
BHIA
816
Birch Hill Investment Advisors
Massachusetts
$244K
HCP
817
Holt Capital Partners
Texas
$244K
TAM
818
Townsend Asset Management
North Carolina
$244K +$554 +7 +0.2%
EWP
819
Engrave Wealth Partners
Texas
$243K
ACM
820
AlphaStar Capital Management
North Carolina
$243K +$238 +3 +0.1%
MSFS
821
Main Street Financial Solutions
Pennsylvania
$243K +$19.9K +251 +9%
GLA
822
Good Life Advisors
Pennsylvania
$242K +$4.52K +57 +2%
JWM
823
JGP Wealth Management
Oregon
$241K -$75.6K -955 -24%
AIM
824
Astor Investment Management
Illinois
$241K +$241K +3,045 New
WCG
825
Weaver Consulting Group
California
$240K