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iShares Russell Mid-Cap ETF

830 hedge funds and large institutions have $15.2B invested in iShares Russell Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 239 increasing their positions, 340 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+22
Holders Change %
+2.72%
% of All Funds
17.06%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.07%
New
82
Increased
239
Reduced
340
Closed
56
Calls
$25.6M
Puts
$1.15M
Net Calls
+$24.4M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
401
Continuum Advisory
Idaho
$851K -$1.14M -21,187 -57%
CCFM
402
Clear Creek Financial Management
Washington
$851K +$170K +3,181 +25%
OLA
403
Oliver Luxxe Assets
New Jersey
$851K +$851K +15,877 New
WPA
404
West Paces Advisors
Georgia
$850K +$72.4K +1,350 +9%
TNB
405
TCF National Bank
South Dakota
$842K +$19.6K +351 +2%
PWM
406
Perigon Wealth Management
California
$839K -$21.4K -400 -2%
VC
407
Veracity Capital
Georgia
$838K -$28.7K -536 -3%
LGWM
408
Litman Gregory Wealth Management
California
$836K
LC
409
LCNB Corp
Ohio
$835K -$46.7K -870 -5%
OFG
410
Oxford Financial Group
Indiana
$832K +$2.73K +51 +0.3%
NEGWA
411
New England Guild Wealth Advisors
Connecticut
$827K
SCA
412
Sage Capital Advisors
South Dakota
$824K +$44.9K +838 +6%
VFA
413
Voya Financial Advisors
Connecticut
$822K -$49.2K -930 -6%
MHS
414
M Holdings Securities
Oregon
$816K -$377K -7,032 -32%
EFSCE
415
Enterprise Financial Services Corp (EFSC)
Missouri
$814K -$8.15K -152 -1%
IA
416
IFG Advisors
Missouri
$809K +$7.56K +141 +0.9%
DBT
417
Dubuque Bank & Trust
Iowa
$807K -$137K -2,550 -14%
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$806K
LB
419
Legacy Bridge
Iowa
$805K
HWA
420
Heritage Wealth Advisors
Virginia
$803K -$536K -10,000 -40%
LL
421
LPWM LLC
Minnesota
$794K -$88.3K -1,648 -10%
AWM
422
Avior Wealth Management
Nebraska
$789K -$152K -2,843 -16%
AF
423
Arrow Financial
New York
$777K -$80.4K -1,500 -9%
AB
424
Atlas Brown
Kentucky
$771K +$54 +1 +0%
DT
425
Diversified Trust
Tennessee
$769K -$643 -12 -0.1%