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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 %
MC
401
Mathes Company
New York
$716K
NFG
402
Nations Financial Group
Iowa
$713K +$117K +2,066 +20%
IBOK
403
Independence Bank of Kentucky
Kentucky
$712K +$75K +1,340 +12%
WWM
404
Windsor Wealth Management
Indiana
$710K -$164K -3,012 -19%
HSA
405
HBK Sorce Advisory
Pennsylvania
$707K -$23K -411 -3%
BCA
406
Berman Capital Advisors
Georgia
$701K -$168K -3,008 -19%
WPA
407
West Paces Advisors
Georgia
$701K +$49.4K +883 +8%
BFM
408
Broadview Financial Management
Wisconsin
$694K +$2.02K +36 +0.3%
JG
409
Jefferies Group
New York
$691K +$1.57K +28 +0.2%
WF
410
Welch & Forbes
Massachusetts
$690K
TF
411
TimeScale Financial
Massachusetts
$690K
FHB
412
First Hawaiian Bank
Hawaii
$683K -$1.57K -28 -0.2%
CC
413
Cassaday & Co
Virginia
$682K
BFO
414
Biltmore Family Office
North Carolina
$680K +$80.5K +1,440 +13%
TVAMP
415
Tennessee Valley Asset Management Partners
Tennessee
$677K +$40.5K +724 +6%
WPSG
416
Wealth & Pension Services Group
Georgia
$676K -$26.2K -468 -4%
SW
417
SVB Wealth
Massachusetts
$665K -$15.3K -274 -2%
CCM
418
Crossvault Capital Management
Texas
$660K -$25.7K -460 -4%
BSW
419
Buckingham Strategic Wealth
Missouri
$660K
SWRP
420
Summit Wealth & Retirement Planning
California
$660K +$18K +322 +3%
DAS
421
Dynamic Advisor Solutions
Arizona
$656K +$185K +3,302 +39%
FAAS
422
First Allied Advisory Services
California
$652K +$204K +3,644 +45%
BA
423
Ballew Advisors
Mississippi
$651K -$256K -4,732 -28%
Axa
424
Axa
France
$650K
CCG
425
Cypress Capital Group
Florida
$646K