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 %
SHWM
476
Smith & Howard Wealth Management
Georgia
$593K +$112K +1,960 +23%
Members Trust
477
Members Trust
Florida
$590K +$70.8K +1,234 +14%
CST
478
Charles Schwab Trust
Nevada
$590K +$262K +4,563 +80%
BBHC
479
Brown Brothers Harriman & Co
New York
$589K
TFGT
480
TS Financial Group (TSFG)
Illinois
$587K
WA
481
Waverly Advisors
Alabama
$587K +$116 +2 +0%
KWM
482
Kingsview Wealth Management
Oregon
$583K -$89.9K -1,565 -13%
FFG
483
Fullen Financial Group
Ohio
$565K +$10.3K +180 +2%
TFO
484
Tarbox Family Office
California
$558K -$59.9K -1,045 -10%
SMC
485
Smith, Moore & Co
Missouri
$558K -$14.9K -259 -3%
TFS
486
Thoroughbred Financial Services
Tennessee
$553K +$34.4K +600 +7%
KA
487
Klingman & Associates
New York
$544K
FUBT
488
First United Bank & Trust
Maryland
$540K -$21.2K -370 -4%
JWCA
489
J.W. Cole Advisors
Florida
$538K -$510K -8,893 -49%
IWMA
490
Ironwood Wealth Management (Arizona)
Arizona
$538K
RPGK
491
Retirement Planning Group (Kansas)
Kansas
$534K -$1.72K -30 -0.3%
LFA
492
Legacy Financial Advisors
Kentucky
$534K +$534K +9,315 New
NSIM
493
North Star Investment Management
Illinois
$528K
DSC
494
Duncker Streett & Co
Missouri
$523K -$94.8K -1,653 -15%
Bessemer Group
495
Bessemer Group
New Jersey
$523K
FG
496
Fiduciary Group
Georgia
$518K +$5.74K +100 +1%
Calamos Advisors
497
Calamos Advisors
Illinois
$518K +$12.6K +220 +3%
MWM
498
Modera Wealth Management
New Jersey
$512K +$1.66K +29 +0.3%
DAS
499
Dynamic Advisor Solutions
Arizona
$511K -$95.9K -1,672 -16%
CIA
500
Choate Investment Advisors
Massachusetts
$507K -$26.4K -460 -5%