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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 %
Wealthfront Advisers
976
Wealthfront Advisers
California
$207K -$2.42K -31 -1%
MFG
977
MidWestOne Financial Group
Iowa
$206K +$206K +2,640 New
AFS
978
AFG Fiduciary Services
Massachusetts
$205K -$133K -1,707 -39%
WJWM
979
Williams Jones Wealth Management
New York
$205K -$7.79K -100 -4%
SW
980
SkyOak Wealth
Michigan
$205K
FFA
981
Fragasso Financial Advisors
Pennsylvania
$205K +$469 +6 +0.2%
BMO
982
Beck Mack & Oliver
New York
$203K
CIBC World Market
983
CIBC World Market
Ontario, Canada
$203K +$312 +4 +0.2%
FZCM
984
Flynn Zito Capital Management
New York
$201K
HCM
985
Hillman Capital Management
Maryland
$201K +$235 +3 +0.1%
JCM
986
Jag Capital Management
Missouri
$201K +$3.25K +44 +2%
SWP
987
Strategic Wealth Partners
Ohio
$200K
NWM
988
Nauset Wealth Management
Connecticut
$199K +$199K +2,545 New
SBL
989
Sargent Bickham Lagudis
Colorado
$197K +$156 +2 +0.1%
FFA
990
Freedman Financial Associates
Massachusetts
$187K
AW
991
Alaethes Wealth
Nevada
$187K
BCP
992
Blue Chip Partners
Michigan
$187K +$390 +5 +0.2%
TFA
993
Transamerica Financial Advisors
Florida
$174K -$37.5K -478 -18%
ARMC
994
American Research & Management Company
Massachusetts
$172K -$33.4K -427 -16%
TSWM
995
Tyler-Stone Wealth Management
Ohio
$169K
FDCDDQ
996
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K
LWANC
997
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K
MOACM
998
Mutual of America Capital Management
New York
$156K -$9.36K -120 -6%
MW
999
Milestone Wealth
New York
$155K
BA
1000
Ballast Advisors
Minnesota
$153K +$11.9K +153 +8%