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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 %
AIC
1001
Archer Investment Corporation
Indiana
$150K
BA
1002
Ballast Advisors
Minnesota
$150K -$54.9K -663 -27%
MIM
1003
Macroview Investment Management
Maryland
$147K
RFA
1004
Reilly Financial Advisors
California
$133K +$4.65K +56 +4%
FAG
1005
Fortitude Advisory Group
Washington
$130K +$130K +1,569 New
MAWCM
1006
Mine & Arao Wealth Creation & Management
California
$129K
CAL
1007
Capital Advisors Ltd
Ohio
$128K +$8.65K +104 +7%
MAM
1008
Meeder Asset Management
Ohio
$121K
AIM
1009
AHL Investment Management
Florida
$121K +$121K +1,460 New
EWM
1010
Endurance Wealth Management
Rhode Island
$120K
CIAS
1011
Capital Investment Advisory Services
North Carolina
$119K
WC
1012
Westwind Capital
New Mexico
$119K
CFO
1013
CVA Family Office
Colorado
$116K +$581 +7 +0.5%
GWS
1014
Glassman Wealth Services
Virginia
$116K +$107K +1,289 +1,183%
SC
1015
Stephens Consulting
Michigan
$115K +$115K +1,390 New
MFC
1016
Morris Financial Concepts
South Carolina
$113K +$113K +1,364 New
EWA
1017
EverSource Wealth Advisors
Alabama
$110K +$110K +1,330 New
AC
1018
Asio Capital
Kentucky
$108K
NF
1019
Norwood Financial
Pennsylvania
$108K +$108K +1,303 New
ACM
1020
AUA Capital Management
Pennsylvania
$105K
LWCFA
1021
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K +$16.2K +196 +18%
TWC
1022
TD Waterhouse Canada
Ontario, Canada
$103K +$103K +1,227 New
AIA
1023
Arcadia Investment Advisors
Idaho
$103K
KC
1024
Knuff & Co
California
$100K
HI
1025
Hudock Inc
Pennsylvania
$98K +$83 +1 +0.1%