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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 %
PWM
801
PBMares Wealth Management
Virginia
$355K
OPCM
802
Osborne Partners Capital Management
California
$354K +$70.2K +900 +25%
SB
803
Strategic Blueprint
Georgia
$353K -$197K -2,523 -36%
FLA
804
Financial Life Advisors
Texas
$353K
VWM
805
Venturi Wealth Management
Texas
$352K +$352K +4,507 New
DDC
806
DF Dent & Co
Maryland
$351K
BG
807
Bollard Group
Massachusetts
$350K +$780 +10 +0.2%
AWM
808
Angeles Wealth Management
California
$347K +$347K +4,444 New
CCMG
809
Clark Capital Management Group
Pennsylvania
$346K +$123K +1,574 +55%
BZWA
810
Blue Zone Wealth Advisors
California
$345K +$144K +1,845 +72%
OBWP
811
O'Brien Wealth Partners
Massachusetts
$344K -$65K -948 -16%
GJIC
812
Gamble Jones Investment Counsel
California
$344K
PL
813
Plancorp LLC
Missouri
$344K +$58K +744 +20%
RA
814
Rodgers & Associates
Pennsylvania
$343K -$59.8K -765 -15%
PCA
815
Personal Capital Advisors
California
$343K -$15.6K -200 -4%
FPFS
816
First Personal Financial Services
North Carolina
$341K -$11.2K -144 -3%
APP
817
Avantax Planning Partners
Iowa
$341K +$341K +4,373 New
AF
818
Advisornet Financial
Minnesota
$340K +$860 +11 +0.3%
EWM
819
Evermay Wealth Management
Virginia
$340K +$13.7K +176 +4%
OL
820
Optas LLC
Texas
$339K
SIG
821
Stonegate Investment Group
Alabama
$334K
TCOV
822
Trust Company of Vermont
Vermont
$334K
MCM
823
Maryland Capital Management
Maryland
$333K
WCWM
824
Willow Creek Wealth Management
California
$333K
LFS
825
Lutz Financial Services
Nebraska
$333K +$781 +10 +0.2%