IWR icon

iShares Russell Mid-Cap ETF

763 hedge funds and large institutions have $15.3B invested in iShares Russell Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
16.76%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
1.21%
New
47
Increased
260
Reduced
244
Closed
37
Calls
$8M
Puts
$3.12M
Net Calls
+$4.87M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
451
SFMG Wealth Advisors
Texas
$569K -$5.15K -92 -0.9%
RC
452
Rinet Company
Massachusetts
$563K +$1.34K +24 +0.2%
BC
453
Brinker Capital
Pennsylvania
$561K +$1.29K +23 +0.2%
CPO
454
Cerity Partners OCIO
New York
$560K +$2.85K +51 +0.5%
RPGK
455
Retirement Planning Group (Kansas)
Kansas
$559K -$4.98K -89 -0.9%
FMTC
456
Farmers & Merchants Trust Company
California
$559K -$1.01K -18 -0.2%
MA
457
MONECO Advisors
Connecticut
$558K -$18.1K -323 -3%
RWM
458
RKL Wealth Management
Pennsylvania
$542K -$77.9K -1,393 -13%
CBT
459
Capital Bank & Trust
California
$540K
MWM
460
Modera Wealth Management
New Jersey
$540K +$1.73K +31 +0.3%
RWA
461
RGT Wealth Advisors
Texas
$537K
CAG
462
Crestwood Advisors Group
Massachusetts
$535K -$4.76K -85 -0.9%
MWM
463
Meridian Wealth Management
Kentucky
$533K -$41.4K -740 -7%
CIA
464
Choate Investment Advisors
Massachusetts
$529K
SCP
465
Seizert Capital Partners
Michigan
$527K -$25.3K -452 -5%
KA
466
Klingman & Associates
New York
$527K -$21.4K -382 -4%
ST
467
Smithfield Trust
Pennsylvania
$524K -$952 -17 -0.2%
NSIM
468
North Star Investment Management
Illinois
$523K
FWM
469
Frontier Wealth Management
Missouri
$523K +$1.79K +32 +0.3%
CAN
470
Claraphi Advisory Network
United States
$514K -$97.6K -1,745 -16%
CCM
471
Coe Capital Management
Illinois
$513K
RWM
472
Reston Wealth Management
Virginia
$511K -$37.9K -677 -7%
LFA
473
Legacy Financial Advisors
Kentucky
$511K
CCFCSB
474
Cape Cod Five Cents Savings Bank
Massachusetts
$510K
CCM
475
Colorado Capital Management
Colorado
$505K