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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 %
CA
401
Calton & Associates
Florida
$875K -$775K -13,518 -47%
MHS
402
M Holdings Securities
Oregon
$873K -$861 -15 -0.1%
IA
403
IFG Advisors
Missouri
$871K +$3.22K +56 +0.4%
DBT
404
Dubuque Bank & Trust
Iowa
$864K
LB
405
Legacy Bridge
Iowa
$861K
HWA
406
Heritage Wealth Advisors
Virginia
$860K
OWA
407
Outlook Wealth Advisors
Texas
$855K -$69.8K -1,216 -8%
PFG
408
Pacific Financial Group
Washington
$853K +$496K +8,635 +139%
MGIA
409
Moneta Group Investment Advisors
Missouri
$852K +$392K +6,826 +85%
AWM
410
Avior Wealth Management
Nebraska
$844K
TNB
411
TCF National Bank
South Dakota
$834K -$31K -541 -4%
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$826K -$45.2K -787 -5%
AB
413
Atlas Brown
Kentucky
$825K
NSCM
414
New South Capital Management
Tennessee
$819K
VC
415
Veracity Capital
Georgia
$816K -$81.1K -1,412 -9%
Renaissance Technologies
416
Renaissance Technologies
New York
$815K -$1.34M -23,400 -62%
W
417
Wealthquest
Ohio
$812K
DT
418
Diversified Trust
Tennessee
$809K -$14.3K -250 -2%
CT
419
Cambridge Trust
Massachusetts
$807K -$180K -3,133 -18%
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$806K
FLPIM
421
F.L. Putnam Investment Management
Massachusetts
$805K -$177K -3,084 -18%
MSA
422
Mason Street Advisors
Wisconsin
$803K -$711K -12,400 -47%
CFB
423
Cullen/Frost Bankers
Texas
$801K +$15.3K +266 +2%
RC
424
Roundview Capital
New Jersey
$793K
PA
425
Parallel Advisors
California
$789K +$333K +5,809 +73%