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iShares Russell Mid-Cap ETF

834 hedge funds and large institutions have $16.3B invested in iShares Russell Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 222 increasing their positions, 336 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
16.87%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.21%
New
54
Increased
222
Reduced
336
Closed
42
Calls
$25.7M
Puts
$2.75M
Net Calls
+$23M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
376
Valeo Financial Advisors
Indiana
$972K -$126K -2,189 -11%
HFA
377
HC Financial Advisors
California
$964K
1SB
378
1ST Source Bank
Indiana
$959K
SFA
379
Sequoia Financial Advisors
Ohio
$945K -$58.8K -1,025 -6%
BCM
380
BTR Capital Management
California
$945K -$2.29K -40 -0.2%
MPCG
381
Matrix Private Capital Group
New York
$943K +$631 +11 +0.1%
WPA
382
West Paces Advisors
Georgia
$941K +$31.2K +544 +3%
CCWA
383
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$940K -$114K -1,991 -11%
AC
384
Alley Company
Illinois
$939K -$9.47K -165 -1%
CAM
385
Cresset Asset Management
Illinois
$932K -$96.7K -1,686 -9%
PIMG
386
Patriot Investment Management Group
Tennessee
$925K -$20.6K -359 -2%
WTFG
387
Wells Trecaso Financial Group
Ohio
$924K
LL
388
LPWM LLC
Minnesota
$924K +$65.5K +1,130 +8%
CA
389
Continuum Advisory
Idaho
$919K +$232 +4 +0%
AIA
390
Armor Investment Advisors
North Carolina
$914K +$57 +1 +0%
GVAG
391
Great Valley Advisor Group
Delaware
$907K -$82.9K -1,445 -8%
MMG
392
Monetary Management Group
Missouri
$907K -$34.4K -600 -4%
WPC
393
White Pine Capital
Minnesota
$907K -$29.9K -520 -3%
SCA
394
Sage Capital Advisors
South Dakota
$901K +$19.2K +335 +2%
PWM
395
Perigon Wealth Management
California
$898K
KM
396
Kalos Management
Georgia
$896K -$37K -586 -4%
LC
397
LCNB Corp
Ohio
$894K
FAAS
398
First Allied Advisory Services
California
$892K -$41.1K -716 -4%
OFG
399
Oxford Financial Group
Indiana
$888K -$2.93K -51 -0.3%
NEGWA
400
New England Guild Wealth Advisors
Connecticut
$885K