IWR icon

iShares Russell Mid-Cap ETF

942 hedge funds and large institutions have $19.5B invested in iShares Russell Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 288 increasing their positions, 296 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+108
Holders Change %
+12.95%
% of All Funds
16.71%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.14%
New
152
Increased
288
Reduced
296
Closed
33
Calls
$23.4M
Puts
$13.7M
Net Calls
+$9.72M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
426
Southern Wealth Management
Texas
$988K -$636K -9,282 -39%
AB
427
Atlas Brown
Kentucky
$986K +$69 +1 +0%
MGIA
428
Moneta Group Investment Advisors
Missouri
$983K -$34.8K -508 -3%
VC
429
Veracity Capital
Georgia
$976K +$1.24K +18 +0.1%
CA
430
Calton & Associates
Florida
$974K -$71.5K -1,043 -7%
DBT
431
Dubuque Bank & Trust
Iowa
$974K -$58.4K -852 -6%
UWM
432
USAdvisors Wealth Management
Minnesota
$972K +$391K +5,726 +67%
W
433
Wealthquest
Ohio
$970K
RhumbLine Advisers
434
RhumbLine Advisers
Massachusetts
$967K +$254K +3,708 +36%
CFB
435
Cullen/Frost Bankers
Texas
$957K
GVAG
436
Great Valley Advisor Group
Delaware
$950K -$134K -1,951 -12%
RDFA
437
Ritter Daniher Financial Advisory
Ohio
$949K +$949K +13,837 New
DT
438
Diversified Trust
Tennessee
$947K -$19.2K -280 -2%
CT
439
Cambridge Trust
Massachusetts
$947K -$16.9K -247 -2%
WC
440
Wealth CMT
New Jersey
$939K -$655K -9,560 -41%
NPT
441
Nixon Peabody Trust
Massachusetts
$934K
RC
442
Roundview Capital
New Jersey
$932K -$15.1K -220 -2%
FUBT
443
First United Bank & Trust
Maryland
$930K +$284K +4,148 +44%
LSAG
444
Lake Street Advisors Group
New Hampshire
$924K
HCIA
445
Hochman Cole Investment Advisors
Illinois
$903K -$20.2K -294 -2%
CT
446
Columbia Trust
Oregon
$884K +$884K +12,900 New
CCP
447
Corient Capital Partners
California
$881K -$669K -9,763 -43%
CNAM
448
Campbell Newman Asset Management
Wisconsin
$880K
TSW
449
Thompson Siegel & Walmsley
Virginia
$880K
WP
450
WealthSource Partners
California
$878K +$55.1K +804 +7%