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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 %
GWMIA
1026
Global Wealth Management Investment Advisory
Florida
$97K
SCA
1027
Stonebridge Capital Advisors
Minnesota
$95K
BW
1028
Bison Wealth
Georgia
$94K -$349K -4,183 -79%
CMA
1029
Cedar Mountain Advisors
Oregon
$92K -$751 -9 -0.8%
KTC
1030
Kistler-Tiffany Companies
Pennsylvania
$89K +$14.1K +170 +19%
WFA
1031
West Financial Advisors
Iowa
$86K
GEA
1032
Glen Eagle Advisors
New Jersey
$84.4K +$7.06K +85 +9%
CB
1033
CNB Bank
Pennsylvania
$83K -$91.3K -1,100 -52%
KC
1034
Kenfarb & Co
Kentucky
$83K +$83K +1,000 New
ADL
1035
Asset Dedication LLC
California
$82K
S
1036
Surevest
California
$82K +$82K +985 New
TFS
1037
TrustCore Financial Services
Tennessee
$80K -$65.1K -788 -45%
CAL
1038
Capital Analysts LLC
Pennsylvania
$79K +$166 +2 +0.2%
LFG
1039
Leverty Financial Group
Wisconsin
$78K +$78K +944 New
DAC
1040
Dividend Assets Capital
South Carolina
$75K
AssetMark Inc
1041
AssetMark Inc
California
$70K -$36.9K -447 -35%
RIA
1042
Richwood Investment Advisors
Ohio
$70K +$70K +842 New
KFI
1043
Key Financial Inc
Pennsylvania
$67K
DWMG
1044
DB Wealth Management Group
California
$64K
PAI
1045
Pittenger & Anderson Inc
Nebraska
$64K
WBC
1046
West Branch Capital
Massachusetts
$64K
NL
1047
NVWM LLC
Pennsylvania
$62K +$30K +359 +93%
COCM
1048
Charter Oak Capital Management
New Hampshire
$61K +$25.1K +300 +70%
AWM
1049
Atticus Wealth Management
Florida
$59K
CAAS
1050
Capital Asset Advisory Services
Michigan
$59K +$12.4K +150 +27%