IWR icon

iShares Russell Mid-Cap ETF

571 hedge funds and large institutions have $10.9B invested in iShares Russell Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 211 increasing their positions, 192 reducing their positions, and 30 closing their positions.

Holders
571
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
14.26%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.17%
New
34
Increased
211
Reduced
192
Closed
30
Calls
$10.9M
Puts
$2.24M
Net Calls
+$8.64M
Net Calls Change
-$5.24M
Name Market Value Shares Shares
Change
Shares
Change %
MI
501
Markston International
New York
$177K 900
OFS
502
Orrstown Financial Services
Pennsylvania
$175K 888
TIM
503
Tortoise Investment Management
New York
$172K 870
JFA
504
JNBA Financial Advisors
Minnesota
$167K 845
FDCDDQ
505
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K 835 -95 -10%
BAM
506
Barrett Asset Management
New York
$163K 829
PS
507
Portfolio Solutions
Michigan
$150K 760
FFW
508
Fusion Family Wealth
New York
$141K 715 -495 -41%
LWA
509
Lenox Wealth Advisors
New York
$140K 709
BCP
510
Blue Chip Partners
Michigan
$136K 689 +6 +0.9%
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$136K 689
RFA
512
Reilly Financial Advisors
California
$123K 624
LNB
513
Ledyard National Bank
$123K 623 +523 +523%
SAM
514
Solaris Asset Management
New York
$119K 602
MOACM
515
Mutual of America Capital Management
New York
$115K 585 -1,705 -74%
BWA
516
BDO Wealth Advisors
Florida
$115K 585
DSN
517
D. Scott Neal
Kentucky
$113K 575
WAM
518
Watermark Asset Management
California
$113K 571
VIA
519
Vantage Investment Advisors
Pennsylvania
$112K 568 +2 +0.4%
CAL
520
Capital Advisors Ltd
Ohio
$104K 527
CBT
521
Capital Bank & Trust
California
$99K 500
CFA
522
Carroll Financial Associates
North Carolina
$98K 494
EA
523
Edge Advisors
Georgia
$95K 484
IF
524
Ironwood Financial
Arizona
$93K 472
CLOS
525
Compagnie Lombard Odier SCmA
Switzerland
$90K 458 +458 New