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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 %
TIM
876
Tortoise Investment Management
New York
$282K
ICM
877
IMS Capital Management
Oregon
$282K
EP
878
Edgestream Partners
New Jersey
$281K +$41.6K +502 +17%
Financial Engines Advisors
879
Financial Engines Advisors
California
$280K -$328K -3,948 -54%
VC
880
Vicus Capital
Pennsylvania
$280K -$12.6K -162 -4%
LAS
881
Lloyd Advisory Services
Georgia
$278K +$15K +180 +6%
LIA
882
LBMC Investment Advisors
Tennessee
$276K +$34.6K +417 +14%
NPF
883
Norris Perne & French
Michigan
$275K
ATC
884
Adirondack Trust Company
New York
$274K +$7.47K +90 +3%
DHGWA
885
Dixon Hughes Goodman Wealth Advisors
North Carolina
$274K +$274K +3,295 New
PCS
886
Personal CFO Solutions
New Jersey
$272K
IF
887
Ironwood Financial
Arizona
$272K +$166 +2 +0.1%
MWM
888
McNaughton Wealth Management
California
$269K
SWRP
889
Summit Wealth & Retirement Planning
California
$267K +$16.6K +200 +7%
TA
890
TFG Advisers
Michigan
$264K -$15.8K -190 -6%
RIL
891
Rothschild Investment LLC
Illinois
$264K
AIM
892
Aspen Investment Management
Michigan
$264K
BFM
893
Boston Financial Management
Massachusetts
$264K +$23.2K +280 +10%
BP
894
BBR Partners
New York
$264K +$264K +3,175 New
CMP
895
Courage Miller Partners
Virginia
$263K
FAM
896
Formidable Asset Management
Ohio
$262K
TAM
897
Tocqueville Asset Management
New York
$262K +$262K +3,161 New
BAM
898
Barrett Asset Management
New York
$259K -$241K -2,908 -48%
SC
899
Scotia Capital
Ontario, Canada
$259K -$3.24K -39 -1%
EA
900
Emerald Advisors
Washington
$259K