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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 %
KWMG
951
King Wealth Management Group
Florida
$225K
FRA
952
Front Row Advisors
California
$225K
FWM
953
Fairhaven Wealth Management
Illinois
$222K
CC
954
Callan Capital
California
$221K
MIM
955
MTM Investment Management
South Carolina
$220K +$189K +2,425 +615%
BWM
956
BCS Wealth Management
Tennessee
$220K +$220K +2,825 New
SC
957
Scotia Capital
Ontario, Canada
$219K -$24.7K -316 -10%
TH
958
TCTC Holdings
Texas
$219K -$4.85K -62 -2%
AMM
959
American Money Management
California
$219K
SEM
960
Strategic Equity Management
Arizona
$215K -$8.5M -108,693 -98%
SWRP
961
Summit Wealth & Retirement Planning
California
$215K -$36.8K -470 -15%
MIA
962
MainStreet Investment Advisors
Illinois
$215K
BBWA
963
Bell & Brown Wealth Advisors
California
$215K +$215K +2,760 New
CBFP
964
Cedar Brook Financial Partners
Ohio
$214K -$150K -1,915 -41%
MFC
965
Mechanics Financial Corp
Ohio
$213K
WDL
966
Well Done LLC
Michigan
$213K +$213K +2,728 New
HWM
967
HighMark Wealth Management
Minnesota
$212K
CFS
968
CRA Financial Services
New Jersey
$211K
UL
969
Unionview LLC
Washington
$210K +$3.43K +44 +2%
NCM
970
Noesis Capital Mangement
Florida
$209K +$209K +2,683 New
MIC
971
Meridian Investment Counsel
California
$208K
AMCA
972
Arthur M. Cohen & Associates
Illinois
$208K
WAOTB
973
Wealth Advisors of Tampa Bay
Florida
$208K
ClearBridge Investments
974
ClearBridge Investments
New York
$208K +$208K +2,667 New
MIAS
975
Mason Investment Advisory Services
Virginia
$207K