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iShares Russell Mid-Cap ETF

446 hedge funds and large institutions have $8.8B invested in iShares Russell Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+10
Holders Change %
+2.29%
% of All Funds
11.9%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.99%
New
51
Increased
176
Reduced
125
Closed
31
Calls
$15.1M
Puts
$4.24M
Net Calls
+$10.9M
Net Calls Change
-$4.98M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
351
Howland Capital Management
Massachusetts
$267K
UR
352
USCA RIA
Texas
$265K +$22K +508 +9%
NIM
353
Northeast Investment Management
Massachusetts
$260K
BA
354
BKS Advisors
Michigan
$257K +$257K +5,936 New
BAS
355
Brown Advisory Securities
Maryland
$244K
NFG
356
Next Financial Group
Texas
$237K +$66.6K +1,540 +39%
SAM
357
Symphony Asset Management
California
$233K -$1.61M -37,028 -87%
SCP
358
Syntal Capital Partners
Texas
$232K -$10.7K -248 -4%
BWP
359
Baldwin Wealth Partners
Massachusetts
$229K
BEAM
360
Baker Ellis Asset Management
Washington
$226K
EP
361
Edgestream Partners
New Jersey
$225K +$225K +5,188 New
AB
362
Atlas Brown
Kentucky
$222K -$1.08M -24,872 -83%
Simplex Trading
363
Simplex Trading
Illinois
$222K -$471K -10,912 -68%
BOS
364
Bank of Stockton
California
$220K
AIM
365
Aspen Investment Management
Michigan
$215K
M
366
MOTCO
Texas
$207K -$28.9K -668 -12%
VIA
367
Vantage Investment Advisors
Pennsylvania
$204K +$102K +2,364 +101%
SFI
368
SPC Financial Inc
Maryland
$204K +$204K +4,716 New
T
369
Thomaspartners
Massachusetts
$202K +$202K +4,660 New
OWD
370
Osborn Williams & Donohoe
Ohio
$201K +$201K +4,644 New
PIA
371
Peachtree Investment Advisors
Georgia
$187K
BBHC
372
Brown Brothers Harriman & Co
New York
$180K
PFG
373
Pacific Financial Group
Washington
$177K
MI
374
Markston International
New York
$173K
BC
375
Bartlett & Co
Ohio
$171K +$26.8K +620 +19%