IWR icon

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 %
1IA
826
1834 Investment Advisors
Wisconsin
$240K
CPSAC
827
Chas P. Smith & Associates (CPS)
Florida
$239K
SWRP
828
Summit Wealth & Retirement Planning
California
$239K
TA
829
TruWealth Advisors
Louisiana
$239K
KP
830
Keel Point
Alabama
$239K +$79 +1 +0%
EA
831
Eclectic Associates
California
$238K
DFA
832
DHJJ Financial Advisors
Illinois
$238K
PCM
833
Pointe Capital Management
Michigan
$236K
RHP
834
Royal Harbor Partners
Texas
$234K
CCP
835
Cardan Capital Partners
Colorado
$234K +$234K +2,947 New
TFA
836
Transamerica Financial Advisors
Florida
$233K -$17.5K -220 -7%
FBT
837
First Bank & Trust
South Dakota
$233K +$233K +2,943 New
TNBTD
838
Trustmark National Bank Trust Department
Mississippi
$231K -$11.9K -150 -5%
GIA
839
GHP Investment Advisors
Colorado
$231K +$950 +12 +0.4%
BFM
840
Boston Financial Management
Massachusetts
$230K
FIM
841
Fernwood Investment Management
Massachusetts
$229K
FRA
842
Front Row Advisors
California
$228K
CA
843
CGN Advisors
Kansas
$228K +$476 +6 +0.2%
FWM
844
Fairhaven Wealth Management
Illinois
$226K
ATC
845
Adirondack Trust Company
New York
$226K +$12.4K +156 +6%
LAS
846
Lloyd Advisory Services
Georgia
$226K +$76.5K +966 +51%
CC
847
Callan Capital
California
$225K
CAG
848
Csenge Advisory Group
Florida
$225K +$225K +2,817 New
BC
849
Burney Company
Virginia
$224K
PCTC
850
Perkins Coie Trust Company
Washington
$224K