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iShares Russell Mid-Cap ETF

808 hedge funds and large institutions have $12.3B invested in iShares Russell Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 249 increasing their positions, 334 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-75
Holders Change %
-8.49%
% of All Funds
17.85%
Holding in Top 10
50
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-23.08%
% of All Funds
1.1%
New
59
Increased
249
Reduced
334
Closed
121
Calls
$4.81M
Puts
$3.65M
Net Calls
+$1.17M
Net Calls Change
-$485K
Name Holding Trade Value Shares
Change
Shares
Change %
RC
426
Roundview Capital
New Jersey
$596K
HCIA
427
Hochman Cole Investment Advisors
Illinois
$594K
TFS
428
Thoroughbred Financial Services
Tennessee
$594K +$313K +7,264 +112%
PFC
429
Phocas Financial Corp
California
$592K -$746K
LSAG
430
Lake Street Advisors Group
New Hampshire
$582K +$3.58K +83 +0.6%
TFCP
431
Twin Focus Capital Partners
Massachusetts
$580K -$25.9K -600 -4%
IDA
432
Intelligence Driven Advisers
California
$580K +$580K +13,429 New
CWA
433
Clarus Wealth Advisors
Arizona
$579K -$275K -6,770 -32%
NPT
434
Nixon Peabody Trust
Massachusetts
$573K +$1.08K +25 +0.2%
FAAS
435
First Allied Advisory Services
California
$567K +$12.1K +281 +2%
VRM
436
Vectors Research Management
New York
$560K -$18.7K -432 -3%
GT
437
Greenleaf Trust
Michigan
$558K
WWM
438
Windsor Wealth Management
Indiana
$555K +$39.7K +920 +8%
CNAM
439
Campbell Newman Asset Management
Wisconsin
$554K -$285K -6,604 -34%
TSW
440
Thompson Siegel & Walmsley
Virginia
$554K
MC
441
Mathes Company
New York
$553K
MWP
442
MYCIO Wealth Partners
Pennsylvania
$548K -$10.7M -248,315 -95%
DSN
443
D. Scott Neal
Kentucky
$547K -$11.8M -274,023 -96%
HI
444
Horizon Investments
North Carolina
$547K -$1.18M -27,430 -68%
TF
445
Tompkins Financial
New York
$547K +$63.8K +1,479 +13%
HSA
446
HBK Sorce Advisory
Pennsylvania
$545K +$7.56K +175 +1%
CFFP
447
Center for Financial Planning
Michigan
$545K +$74K +1,716 +16%
NFG
448
Next Financial Group
Texas
$545K +$226K +5,238 +71%
PL
449
Parthenon LLC
Kentucky
$543K -$71.9K -1,665 -12%
BFM
450
Broadview Financial Management
Wisconsin
$541K +$2.59K +60 +0.5%