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iShares Russell Mid-Cap ETF

763 hedge funds and large institutions have $15.3B invested in iShares Russell Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
16.76%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
1.21%
New
47
Increased
260
Reduced
244
Closed
37
Calls
$8M
Puts
$3.12M
Net Calls
+$4.87M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
376
Hilton Capital Management
New York
$856K
VA
377
Valmark Advisers
Ohio
$829K +$15.6K +279 +2%
TNB
378
TCF National Bank
South Dakota
$829K +$829K +14,823 New
PFS
379
Prospera Financial Services
Texas
$823K +$430K +7,691 +110%
BWA
380
BlueSky Wealth Advisors
North Carolina
$821K -$26K -476 -3%
FDCC
381
Foster Dykema Cabot & Co
Massachusetts
$818K
LNC
382
Lincoln National Corp
Pennsylvania
$818K +$131K +2,341 +19%
DT
383
Diversified Trust
Tennessee
$810K
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$806K
SCA
385
Sage Capital Advisors
South Dakota
$793K -$8.56K -153 -1%
TFCP
386
Twin Focus Capital Partners
Massachusetts
$785K -$54.5K -975 -6%
BFO
387
Boston Family Office
Massachusetts
$777K
RC
388
Roundview Capital
New Jersey
$773K
HCIA
389
Hochman Cole Investment Advisors
Illinois
$770K -$40.5K -723 -5%
CPIG
390
Chicago Partners Investment Group
Illinois
$760K +$2.71K +48 +0.4%
CCFM
391
Clear Creek Financial Management
Washington
$757K -$6.95K -121 -0.9%
VRM
392
Vectors Research Management
New York
$750K +$7.84K +140 +1%
LSAG
393
Lake Street Advisors Group
New Hampshire
$746K +$2.74K +49 +0.4%
NPT
394
Nixon Peabody Trust
Massachusetts
$739K
HC
395
HNP Capital
New York
$733K +$7.66K +140 +1%
FAT
396
First American Trust
California
$732K +$122K +2,187 +20%
AIC
397
Ameritas Investment Company
Nebraska
$727K +$230K +4,102 +46%
GT
398
Greenleaf Trust
Michigan
$724K -$54K -965 -7%
OWA
399
Outlook Wealth Advisors
Texas
$722K +$722K +12,909 New
TSW
400
Thompson Siegel & Walmsley
Virginia
$718K