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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 %
LAS
876
LWM Advisory Services
Florida
$227K -$77.2K -1,194 -25%
FWM
877
Fairhaven Wealth Management
Illinois
$227K +$42.3K +653 +23%
IP
878
Investment Partners
Ohio
$224K +$129 +2 +0.1%
GIA
879
Guyasuta Investment Advisors
Pennsylvania
$223K
CP
880
Covenant Partners
Tennessee
$222K
ATC
881
Adirondack Trust Company
New York
$222K +$2.58K +40 +1%
CFS
882
CRA Financial Services
New Jersey
$222K +$47.4K +732 +27%
PMG
883
ProVise Management Group
Florida
$221K -$17K -263 -7%
OWA
884
Octavia Wealth Advisors
Ohio
$221K +$23.9K +368 +12%
TA
885
Tiedemann Advisors
New York
$220K -$1.4M -21,621 -86%
VC
886
Vicus Capital
Pennsylvania
$220K -$10.3K -159 -4%
TIM
887
Tortoise Investment Management
New York
$220K
BF
888
Blankinship & Foster
California
$219K -$4.72K -73 -2%
ORC
889
O'Rourke & Company
Massachusetts
$218K
FWM
890
Fingerlakes Wealth Management
New York
$216K -$14.3K -221 -6%
LIA
891
LBMC Investment Advisors
Tennessee
$215K
VBWMG
892
Von Berge Wealth Management Group
California
$215K +$17.8K +274 +9%
HWM
893
Horizons Wealth Management
North Carolina
$214K +$214K +2,891 New
EBT
894
Enterprise Bank & Trust
Massachusetts
$213K
BAM
895
Belpointe Asset Management
Nevada
$212K -$109K -1,684 -34%
FAM
896
Formidable Asset Management
Ohio
$212K
LI
897
LVZ Inc
Michigan
$210K -$59.5K -921 -22%
TA
898
TFG Advisers
Michigan
$209K -$5.23K -81 -2%
AWA
899
Arete Wealth Advisors
Illinois
$209K +$209K +3,227 New
MCM
900
Morton Capital Management
California
$208K -$173K -2,680 -45%