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iShares Russell Mid-Cap ETF

1,125 hedge funds and large institutions have $24.1B invested in iShares Russell Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 409 increasing their positions, 352 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,125
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
17.8%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1%
New
83
Increased
409
Reduced
352
Closed
78
Calls
$9.3M
Puts
$2.27M
Net Calls
+$7.03M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Shares
Change %
RVPG
901
Relative Value Partners Group
$249K +$249K +3,197 New
BFM
902
Boston Financial Management
Massachusetts
$248K
CMP
903
Courage Miller Partners
Virginia
$248K
FAM
904
Formidable Asset Management
Ohio
$247K
WS
905
Wedbush Securities
California
$246K -$58K -743 -19%
DHGWA
906
Dixon Hughes Goodman Wealth Advisors
North Carolina
$245K -$12.5K -160 -5%
AWM
907
Axxcess Wealth Management
California
$245K +$43.8K +560 +22%
AIM
908
Aspen Investment Management
Michigan
$244K -$3.9K -50 -2%
PP
909
Palladium Partners
Virginia
$243K -$51K -654 -17%
EA
910
Emerald Advisors
Washington
$243K
TAM
911
Townsend Asset Management
North Carolina
$242K +$391 +5 +0.2%
MSFS
912
Main Street Financial Solutions
Pennsylvania
$242K +$2.65K +34 +1%
HCP
913
Holt Capital Partners
Texas
$241K
PSF
914
Pacific Sun Financial
California
$241K +$7.41K +95 +3%
M
915
MOTCO
Texas
$241K +$27K +346 +13%
FBA
916
Front Barnett Associates
Illinois
$240K
PCM
917
Poehling Capital Management
Wisconsin
$240K
HCM
918
Hilton Capital Management
New York
$240K +$240K +3,081 New
EWP
919
Engrave Wealth Partners
Texas
$239K
KWM
920
Kolinsky Wealth Management
New Jersey
$239K +$239K +3,062 New
TF
921
TimeScale Financial
Massachusetts
$238K -$3.21K -41 -1%
RIL
922
Rothschild Investment LLC
Illinois
$237K -$10.4K -133 -4%
HPC
923
HM Payson & Co
Maine
$237K +$46.9K +600 +25%
OWA
924
Octavia Wealth Advisors
Ohio
$237K +$237K +3,039 New
WCG
925
Weaver Consulting Group
California
$236K