IWR icon

iShares Russell Mid-Cap ETF

883 hedge funds and large institutions have $16.6B invested in iShares Russell Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 271 increasing their positions, 248 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+120
Holders Change %
+15.73%
% of All Funds
17.44%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.28%
New
160
Increased
271
Reduced
248
Closed
30
Calls
$2.72M
Puts
$1.07M
Net Calls
+$1.65M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
501
Retirement Planning Group (Kansas)
Kansas
$596K +$477 +8 +0.1%
TVAMP
502
Tennessee Valley Asset Management Partners
Tennessee
$587K -$134K -2,251 -19%
Bessemer Group
503
Bessemer Group
New Jersey
$586K -$21.7K -365 -4%
DC
504
Davenport & Co
Virginia
$586K +$107K +1,802 +22%
CBT
505
Capital Bank & Trust
California
$576K
RWM
506
RKL Wealth Management
Pennsylvania
$573K -$4.41K -74 -0.8%
CAG
507
Crestwood Advisors Group
Massachusetts
$570K
AP
508
Americana Partners
Texas
$565K +$565K +9,488 New
CIA
509
Choate Investment Advisors
Massachusetts
$564K
KA
510
Klingman & Associates
New York
$562K
FWM
511
Frontier Wealth Management
Missouri
$560K +$2.62K +44 +0.5%
NSIM
512
North Star Investment Management
Illinois
$558K
ST
513
Smithfield Trust
Pennsylvania
$552K -$5.72K -96 -1%
TCOV
514
Trust Company of Vermont
Vermont
$551K +$178K +2,987 +48%
CAN
515
Claraphi Advisory Network
United States
$550K +$2.26K +38 +0.4%
LFA
516
Legacy Financial Advisors
Kentucky
$545K
CCFCSB
517
Cape Cod Five Cents Savings Bank
Massachusetts
$543K
CFD
518
Creative Financial Designs
Indiana
$542K +$1.86K +31 +0.3%
CCM
519
Colorado Capital Management
Colorado
$538K
PTC
520
Philadelphia Trust Company
Pennsylvania
$535K
RWM
521
Reston Wealth Management
Virginia
$532K -$12.8K -214 -2%
FG
522
Fiduciary Group
Georgia
$532K
HF
523
Halpern Financial
Virginia
$528K +$528K +8,850 New
SC
524
Schoolcraft Capital
Colorado
$527K +$2.33K +39 +0.4%
MWM
525
Modera Wealth Management
New Jersey
$526K -$49.3K -827 -9%