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iShares Russell Mid-Cap ETF

883 hedge funds and large institutions have $16.6B invested in iShares Russell Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 271 increasing their positions, 248 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+120
Holders Change %
+15.73%
% of All Funds
17.44%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.28%
New
160
Increased
271
Reduced
248
Closed
30
Calls
$2.72M
Puts
$1.07M
Net Calls
+$1.65M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
401
Robertson Stephens Wealth Management
California
$961K -$9.3K -156 -1%
OFG
402
Oxford Financial Group
Indiana
$955K
LGWM
403
Litman Gregory Wealth Management
California
$949K -$72.5K -1,215 -7%
SXL
404
Summit X LLC
Missouri
$941K +$3.95K +66 +0.4%
VWM
405
Vigilare Wealth Management
Arizona
$940K +$940K +15,773 New
EFSCE
406
Enterprise Financial Services Corp (EFSC)
Missouri
$923K
NEGWA
407
New England Guild Wealth Advisors
Connecticut
$920K
AB
408
Atlas Brown
Kentucky
$917K +$60 +1 +0%
HCM
409
Hilton Capital Management
New York
$912K
BWA
410
BlueSky Wealth Advisors
North Carolina
$904K
VA
411
Valmark Advisers
Ohio
$897K +$13.2K +221 +1%
FWCM
412
Ferguson Wellman Capital Management
Oregon
$895K +$247K +4,137 +38%
IA
413
IFG Advisors
Missouri
$892K -$26.8K -450 -3%
TNB
414
TCF National Bank
South Dakota
$884K
BSW
415
Buckingham Strategic Wealth
Missouri
$872K +$169K +2,829 +24%
DT
416
Diversified Trust
Tennessee
$860K -$2.68K -45 -0.3%
WPA
417
West Paces Advisors
Georgia
$858K +$111K +1,868 +15%
SCP
418
Seizert Capital Partners
Michigan
$856K +$295K +4,937 +52%
LNC
419
Lincoln National Corp
Pennsylvania
$850K -$21.3K -357 -2%
PL
420
Parthenon LLC
Kentucky
$849K -$103K -1,725 -11%
SCA
421
Sage Capital Advisors
South Dakota
$847K +$1.13K +19 +0.1%
TFCP
422
Twin Focus Capital Partners
Massachusetts
$837K +$477 +8 +0.1%
BFO
423
Boston Family Office
Massachusetts
$828K
RC
424
Roundview Capital
New Jersey
$824K
HCIA
425
Hochman Cole Investment Advisors
Illinois
$821K