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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 %
NSCM
426
New South Capital Management
Tennessee
$765K
W
427
Wealthquest
Ohio
$758K +$758K +14,152 New
Millennium Management
428
Millennium Management
New York
$745K +$745K +13,903 New
RC
429
Roundview Capital
New Jersey
$741K
VA
430
Valmark Advisers
Ohio
$740K -$34.9K -651 -5%
HCIA
431
Hochman Cole Investment Advisors
Illinois
$738K
CFB
432
Cullen/Frost Bankers
Texas
$734K -$72K -1,342 -9%
EWA
433
EP Wealth Advisors
California
$732K -$53.9K -1,005 -7%
LA
434
Lynch & Associates
Indiana
$729K -$52.4K -978 -7%
CFFP
435
Center for Financial Planning
Michigan
$724K +$46.7K +870 +7%
LSAG
436
Lake Street Advisors Group
New Hampshire
$723K
NPT
437
Nixon Peabody Trust
Massachusetts
$712K
IWAG
438
Integer Wealth Advisors Group
Georgia
$700K
BFM
439
Broadview Financial Management
Wisconsin
$695K +$23.2K +432 +3%
GT
440
Greenleaf Trust
Michigan
$693K
CT
441
Columbia Trust
Oregon
$691K +$215K +4,021 +45%
CNAM
442
Campbell Newman Asset Management
Wisconsin
$688K
TSW
443
Thompson Siegel & Walmsley
Virginia
$688K
HC
444
HNP Capital
New York
$684K -$978K -18,120 -59%
WP
445
WealthSource Partners
California
$682K -$117K -2,183 -15%
MWP
446
MYCIO Wealth Partners
Pennsylvania
$681K
BWA
447
BlueSky Wealth Advisors
North Carolina
$679K -$121K -2,259 -15%
VRM
448
Vectors Research Management
New York
$679K -$15.6K -292 -2%
TF
449
Tompkins Financial
New York
$679K
DSN
450
D. Scott Neal
Kentucky
$675K -$4.29K -80 -0.6%