IWR icon

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 %
HC
426
HNP Capital
New York
$783K
NPT
427
Nixon Peabody Trust
Massachusetts
$782K +$20.1K +350 +3%
VA
428
Valmark Advisers
Ohio
$775K -$18.1K -316 -2%
FDCC
429
Foster Dykema Cabot & Co
Massachusetts
$775K +$328K +5,721 +73%
LSAG
430
Lake Street Advisors Group
New Hampshire
$774K
HCIA
431
Hochman Cole Investment Advisors
Illinois
$772K -$17.4K -303 -2%
EWA
432
EP Wealth Advisors
California
$767K -$16.8K -292 -2%
NFG
433
Nations Financial Group
Iowa
$755K +$48.9K +852 +7%
LA
434
Lynch & Associates
Indiana
$754K -$25.8K -450 -3%
IWAG
435
Integer Wealth Advisors Group
Georgia
$751K +$688 +12 +0.1%
GT
436
Greenleaf Trust
Michigan
$742K
CNAM
437
Campbell Newman Asset Management
Wisconsin
$737K
TSW
438
Thompson Siegel & Walmsley
Virginia
$736K
SW
439
SVB Wealth
Massachusetts
$730K +$172K +3,001 +31%
TF
440
Tompkins Financial
New York
$728K
VRM
441
Vectors Research Management
New York
$727K
CFFP
442
Center for Financial Planning
Michigan
$723K -$52.2K -909 -7%
DSN
443
D. Scott Neal
Kentucky
$722K
UBV
444
United Bank (Virginia)
Virginia
$721K
CL
445
CIM LLC
New York
$706K +$167K +2,700 +31%
LFG
446
LifePlan Financial Group
Ohio
$703K +$10.4K +182 +2%
MC
447
Mathes Company
New York
$700K
WP
448
WealthSource Partners
California
$689K -$40.7K -710 -6%
FHB
449
First Hawaiian Bank
Hawaii
$689K -$4.65K -81 -0.7%
Charles Schwab
450
Charles Schwab
California
$689K +$189K +3,300 +38%