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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 %
FAT
526
First American Trust
California
$458K -$1.78K -31 -0.4%
JWA
527
JFS Wealth Advisors
Pennsylvania
$456K -$22.9K -400 -5%
FFA
528
First Foundation Advisors
California
$454K
ZCA
529
Zeke Capital Advisors
Pennsylvania
$453K
5L
530
55I LLC
Massachusetts
$453K +$453K +7,898 New
CG
531
Caprock Group
Idaho
$451K +$976 +17 +0.2%
IAN
532
Integrated Advisors Network
Texas
$449K +$2.07K +36 +0.5%
SCI
533
S&CO Inc
Massachusetts
$448K +$19.8K +344 +5%
OSNBOA
534
Old Second National Bank of Aurora
Illinois
$446K
RCAG
535
Rehmann Capital Advisory Group
Michigan
$443K -$25.4K -443 -5%
TCWA
536
Ten Capital Wealth Advisors
Washington
$441K +$441K +7,677 New
Financial Engines Advisors
537
Financial Engines Advisors
California
$439K +$439K +7,652 New
AF
538
Arrow Financial
New York
$434K -$399K -6,939 -48%
BSW
539
Buckingham Strategic Wealth
Missouri
$433K -$23K -400 -5%
CWM
540
CMH Wealth Management
New Hampshire
$433K
IFO
541
Independent Family Office
New York
$432K
AF
542
Allworth Financial
California
$430K +$5.85K +102 +1%
FWCM
543
Ferguson Wellman Capital Management
Oregon
$424K -$21.7K -378 -5%
RWM
544
Reston Wealth Management
Virginia
$421K -$15.9K -278 -4%
TCOV
545
Trust Company of Vermont
Vermont
$421K
LDB
546
Lee, Danner & Bass
Tennessee
$416K
CWM
547
Cornerstone Wealth Management
Missouri
$415K -$94K -1,637 -18%
AWM
548
Altavista Wealth Management
North Carolina
$413K
WPW
549
Waldron Private Wealth
Pennsylvania
$411K
SVWAG
550
Sound View Wealth Advisors Group
Georgia
$407K