IWR icon

iShares Russell Mid-Cap ETF

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
801
PBMares Wealth Management
Virginia
$294K
CWM
802
Connecticut Wealth Management
Connecticut
$293K +$32.6K +504 +13%
LA
803
Lynch & Associates
Indiana
$292K -$295K -4,566 -50%
FLA
804
Financial Life Advisors
Texas
$291K -$2.27K -35 -0.8%
VWM
805
Venturi Wealth Management
Texas
$291K
BG
806
Bollard Group
Massachusetts
$291K +$712 +11 +0.2%
SB
807
Strategic Blueprint
Georgia
$290K -$2.26K -35 -0.8%
MOACM
808
Mutual of America Capital Management
New York
$288K +$159K +2,450 +123%
KFP
809
KMG Fiduciary Partners
Ohio
$287K -$24.8K -383 -8%
AWM
810
Angeles Wealth Management
California
$287K
TP
811
Tranquility Partners
Tennessee
$285K -$91K -1,406 -24%
GJIC
812
Gamble Jones Investment Counsel
California
$285K
PL
813
Plancorp LLC
Missouri
$285K
WI
814
Wintrust Investments
Illinois
$284K -$29.9K -462 -10%
FPFS
815
First Personal Financial Services
North Carolina
$283K
Lido Advisors
816
Lido Advisors
California
$282K -$849K -13,143 -75%
EWM
817
Evermay Wealth Management
Virginia
$282K
OL
818
Optas LLC
Texas
$281K
Wealthfront Advisers
819
Wealthfront Advisers
California
$279K +$107K +1,660 +63%
LFS
820
Lutz Financial Services
Nebraska
$277K +$777 +12 +0.3%
GLA
821
Good Life Advisors
Pennsylvania
$277K +$24.1K +372 +10%
MCM
822
Maryland Capital Management
Maryland
$276K
WCWM
823
Willow Creek Wealth Management
California
$276K
APW
824
Acima Private Wealth
Virginia
$274K
TCOV
825
Trust Company of Vermont
Vermont
$274K -$2.98K -46 -1%