IWR icon

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 %
HT
826
HighTower Trust
Texas
$335K +$335K +4,040 New
MCA
827
MSH Capital Advisors
Arizona
$334K +$334K +4,028 New
CWM
828
Connecticut Wealth Management
Connecticut
$334K +$5.73K +69 +2%
CCM
829
Colorado Capital Management
Colorado
$333K -$172K -2,072 -34%
TFA
830
TPG Financial Advisors
Oregon
$333K
LI
831
LVZ Inc
Michigan
$332K
BFO
832
Biltmore Family Office
North Carolina
$332K
MPCL
833
My Personal CFO LLC
Washington
$331K +$331K +3,990 New
SG
834
StoneX Group
New York
$327K -$15.8K -190 -5%
AI
835
Accredited Investors
Minnesota
$327K
APW
836
Aurora Private Wealth
New Jersey
$324K +$53.8K +649 +20%
WW
837
Waterfront Wealth
Kansas
$324K +$56.2K +676 +21%
WS
838
Wedbush Securities
California
$323K +$83 +1 +0%
FFG
839
Frisch Financial Group
New York
$322K +$664 +8 +0.2%
PCM
840
Passive Capital Management
Maryland
$319K +$319K +3,843 New
GGS
841
Galvin Gaustad & Stein
Arizona
$317K -$10.9K -132 -3%
PPW
842
PACK Private Wealth
Minnesota
$317K +$317K +3,822 New
Select Equity Group
843
Select Equity Group
New York
$316K +$316K +3,809 New
CCC
844
Crescent Capital Consulting
Louisiana
$315K -$19.9K -240 -6%
ACM
845
Advisors Capital Management
New Jersey
$314K
VBFP
846
Valtinson Bruner Financial Planning
Minnesota
$314K +$23.2K +279 +8%
PP
847
Palladium Partners
Virginia
$313K
GLA
848
Good Life Advisors
Pennsylvania
$313K +$9.71K +117 +3%
TDWM
849
Topel & Distasi Wealth Management
California
$312K +$312K +3,758 New
CP
850
Covenant Partners
Tennessee
$307K