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iShares Russell Mid-Cap ETF

492 hedge funds and large institutions have $9.45B invested in iShares Russell Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 196 increasing their positions, 122 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+46
Holders Change %
+10.31%
% of All Funds
12.92%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
1.05%
New
72
Increased
196
Reduced
122
Closed
23
Calls
$15.2M
Puts
$10.7M
Net Calls
+$4.47M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Shares
Change %
PWAG
401
Polaris Wealth Advisory Group
California
$222K +$222K +5,536 New
WAM
402
Wealthspire Advisors (Maryland)
Maryland
$221K +$221K +5,512 New
ST
403
Sageworth Trust
Pennsylvania
$214K -$228K -5,700 -52%
AFWA
404
Ancora Family Wealth Advisors
Ohio
$210K
BFEC
405
Benjamin F. Edwards & Company
Missouri
$210K +$169K +4,220 +414%
BEAM
406
Baker Ellis Asset Management
Washington
$209K
ZB
407
Zions Bancorporation
Utah
$204K -$25.9K -648 -11%
BWP
408
Baldwin Wealth Partners
Massachusetts
$201K +$201K +5,024 New
MFBTD
409
MB Financial Bank - Trust Department
Illinois
$188K
M
410
MOTCO
Texas
$177K -$8.64K -216 -5%
PFG
411
Pacific Financial Group
Washington
$163K
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$162K +$76.6K +1,912 +90%
BC
413
Bartlett & Co
Ohio
$159K
LWA
414
Lenox Wealth Advisors
New York
$155K
PIM
415
Parasol Investment Management
Illinois
$150K
BAM
416
Barrett Asset Management
New York
$148K
WOC
417
West Oak Capital
California
$144K
MI
418
Markston International
New York
$144K
DBT
419
Dubuque Bank & Trust
Iowa
$142K +$73.9K +1,844 +108%
TIM
420
Tortoise Investment Management
New York
$139K
PCTC
421
Perkins Coie Trust Company
Washington
$136K
BCP
422
Blue Chip Partners
Michigan
$136K +$1.28K +32 +0.9%
JFA
423
JNBA Financial Advisors
Minnesota
$135K
CBT
424
Central Bank & Trust
Kentucky
$133K +$12.8K +320 +11%
First Manhattan
425
First Manhattan
New York
$132K