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 %
JCM
951
Jag Capital Management
Missouri
$222K -$2.9K -35 -1%
VBWMG
952
Von Berge Wealth Management Group
California
$222K +$222K +2,887 New
MFGP
953
Marshall Financial Group (Pennsylvania)
Pennsylvania
$221K -$80.5K -972 -27%
MIC
954
Meridian Investment Counsel
California
$221K
MIAS
955
Mason Investment Advisory Services
Virginia
$220K
PWM
956
Palumbo Wealth Management
New York
$220K +$2.74K +33 +1%
MFG
957
Magnus Financial Group
New York
$220K +$2.73K +33 +1%
UL
958
Unionview LLC
Washington
$220K +$220K +2,652 New
WAOTB
959
Wealth Advisors of Tampa Bay
Florida
$220K +$220K +2,654 New
SW
960
SkyOak Wealth
Michigan
$218K -$83 -1 -0%
ARMC
961
American Research & Management Company
Massachusetts
$218K +$5.56K +67 +3%
FFA
962
Fragasso Financial Advisors
Pennsylvania
$217K +$663 +8 +0.3%
BMO
963
Beck Mack & Oliver
New York
$216K
CIBC World Market
964
CIBC World Market
Ontario, Canada
$216K +$831 +10 +0.4%
LGWM
965
Litman Gregory Wealth Management
California
$215K
WA
966
Wealth Alliance
New York
$215K +$215K +2,591 New
FZCM
967
Flynn Zito Capital Management
New York
$214K +$214K +2,574 New
AWM
968
Axxcess Wealth Management
California
$214K +$214K +2,575 New
BZWA
969
Blue Zone Wealth Advisors
California
$213K -$36.9K -445 -15%
HCM
970
Hillman Capital Management
Maryland
$213K -$166 -2 -0.1%
SWP
971
Strategic Wealth Partners
Ohio
$213K
ARIS
972
Advanced Research Investment Solutions
California
$210K
LAM
973
LifePro Asset Management
California
$210K +$210K +2,528 New
SBL
974
Sargent Bickham Lagudis
Colorado
$209K +$248 +3 +0.1%
CAMG
975
CWA Asset Management Group
Florida
$209K +$209K +2,517 New