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iShares Russell Mid-Cap ETF

1,009 hedge funds and large institutions have $23.1B invested in iShares Russell Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 350 increasing their positions, 323 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
17.62%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.06%
New
78
Increased
350
Reduced
323
Closed
45
Calls
$23M
Puts
$2.54M
Net Calls
+$20.5M
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
976
Rockbridge Investment Management
New York
$20K
IFAM
977
Institutional & Family Asset Management
Colorado
$20K
PA
978
Perennial Advisors
New York
$20K
SFP
979
Sterling Financial Planning
New Jersey
$20K +$80 +1 +0.4%
NFSG
980
Newbridge Financial Services Group
Florida
$20K +$10.6K +132 +113%
LDFR
981
Lehman & Derafelo Financial Resources
Pennsylvania
$20K +$20K +250 New
HWM
982
Holloway Wealth Management
Florida
$19K
OCM
983
Orion Capital Management
California
$18K
CI
984
CX Institutional
Indiana
$17K
MM
985
Main Management
California
$16K
LSA
986
Lion Street Advisors
Texas
$15.8K +$15.8K +200 New
MRCM
987
M&R Capital Management
New Jersey
$15K
GCM
988
Gables Capital Management
Florida
$15K
BWL
989
Bogart Wealth LLC
Virginia
$15K +$81 +1 +0.5%
CIR
990
Clear Investment Research
Georgia
$14K -$82.9K -1,025 -86%
SIM
991
Sonora Investment Management
Arizona
$12K -$159K -1,929 -93%
LWA
992
Lenox Wealth Advisors
New York
$12K +$12K +155 New
SA
993
SRH Advisors
Kansas
$11K
FCA
994
FinTrust Capital Advisors
South Carolina
$11K
CG
995
Cutler Group
California
$10K +$10K +132 New
GWS
996
Glassman Wealth Services
Virginia
$9K
AIM
997
Axiom Investment Management
New York
$8K
BCA
998
Bray Capital Advisors
Florida
$8K
ME
999
McIlrath & Eck
Washington
$8K
CAGAS
1000
Capital Advisory Group Advisory Services
Minnesota
$6K