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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 %
SCG
126
Sonata Capital Group
Washington
$12.4M +$144K +1,730 +1%
CS
127
Comerica Securities
Michigan
$12.4M +$109K +1,311 +0.9%
BSW
128
Buckingham Strategic Wealth
Missouri
$12.3M -$109K -1,314 -0.9%
BWFA
129
Baltimore-Washington Financial Advisors
Maryland
$12.2M -$267K -3,219 -2%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$12.1M +$238K +2,869 +2%
SC
131
Steph & Co
Wisconsin
$12.1M -$106K -1,282 -0.9%
SWM
132
Shelton Wealth Management
Texas
$11.5M +$11.5M +138,595 New
CA
133
Clearstead Advisors
Ohio
$11.5M -$222K -2,680 -2%
CAM
134
Campion Asset Management
Virginia
$10.9M +$252K +3,040 +2%
CWAG
135
Compton Wealth Advisory Group
Virginia
$10.9M +$297K +3,578 +3%
Cerity Partners
136
Cerity Partners
New York
$10.8M +$228K +2,743 +2%
PPA
137
Parametric Portfolio Associates
Washington
$10.6M -$29.6K -357 -0.3%
Principal Financial Group
138
Principal Financial Group
Iowa
$10.4M +$8.13M +97,969 +361%
LC
139
Legacy CG
Texas
$10.3M +$10.3M +124,112 New
WTB
140
Washington Trust Bank
Washington
$10.3M +$2.32K +28 +0%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$10.1M +$17.1K +206 +0.2%
ZIM
142
Zacks Investment Management
Illinois
$10.1M +$8.69M +104,628 +601%
FSC
143
Full Sail Capital
Oklahoma
$10.1M -$607K -8,119 -6%
MWA
144
Moser Wealth Advisors
Washington
$9.92M +$166 +2 +0%
RJT
145
Raymond James Trust
Florida
$9.69M +$432K +5,205 +5%
FNFDCM
146
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.35M -$47.7K -575 -0.5%
SEM
147
Strategic Equity Management
Arizona
$9.25M +$9.25M +111,443 New
WB
148
West Bancorporation
Iowa
$9.21M +$9.21M +110,987 New
FA
149
FDx Advisors
Illinois
$9.11M -$798K -9,616 -8%
FHA
150
First Horizon Advisors
Tennessee
$9.05M +$1.89M +22,722 +26%