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 %
CWMGP
851
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$307K +$307K +3,699 New
PMG
852
ProVise Management Group
Florida
$306K
FEG
853
Fund Evaluation Group
Ohio
$306K
CWM
854
Congress Wealth Management
Massachusetts
$306K +$306K +3,678 New
UCB
855
United Community Bank
South Carolina
$306K +$306K +3,681 New
PL
856
Plancorp LLC
Missouri
$304K
PCIA
857
Prime Capital Investment Advisors
Kansas
$302K
OPCM
858
Osborne Partners Capital Management
California
$302K +$302K +3,640 New
OA
859
Oxbow Advisors
Texas
$300K
MI
860
Markston International
New York
$299K
TFO
861
Tarbox Family Office
California
$297K
GC
862
Grimes & Company
Massachusetts
$295K -$12.9K -155 -4%
FWM
863
Fingerlakes Wealth Management
New York
$295K +$295K +3,555 New
AAM
864
Autus Asset Management
Arizona
$294K -$1.25K -15 -0.4%
FA
865
Fermata Advisors
California
$292K -$51.3K -617 -15%
EB
866
Eastern Bank
Massachusetts
$292K -$30.7K -370 -10%
EBT
867
Enterprise Bank & Trust
Massachusetts
$290K
IP
868
Investment Partners
Ohio
$288K +$166 +2 +0.1%
RA
869
RFG Advisory
Alabama
$287K +$287K +3,462 New
JIC
870
Joel Isaacson & Co
New York
$286K -$2.66K -32 -0.9%
GIA
871
Guyasuta Investment Advisors
Pennsylvania
$286K
EFG
872
Everhart Financial Group
Ohio
$285K
JIP
873
Jaffetilchin Investment Partners
Florida
$285K +$665 +8 +0.2%
BF
874
Blankinship & Foster
California
$284K +$1.83K +22 +0.6%
FTC
875
Farmers Trust Company
Ohio
$282K -$9.31K -112 -3%