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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 %
CGA
551
Crescent Grove Advisors
Illinois
$464K
TI
552
Truepoint Inc
Ohio
$459K
BS
553
Boenning & Scattergood
Pennsylvania
$454K +$454K +7,616 New
OIA
554
OneDigital Investment Advisors
Kansas
$452K +$36.8K +617 +9%
SCI
555
S&CO Inc
Massachusetts
$445K
UR
556
USCA RIA
Texas
$443K
NFG
557
Next Financial Group
Texas
$440K -$69.4K -1,165 -14%
LDB
558
Lee, Danner & Bass
Tennessee
$440K -$3.58K -60 -0.8%
WCM
559
Windsor Capital Management
Arizona
$437K -$3.39K -57 -0.8%
Mercer Global Advisors
560
Mercer Global Advisors
Colorado
$435K
FFBTD
561
First Financial Bank - Trust Division
Ohio
$432K
AF
562
Allworth Financial
California
$431K +$265K +4,437 +159%
AWM
563
Altavista Wealth Management
North Carolina
$429K
WPW
564
Waldron Private Wealth
Pennsylvania
$427K +$427K +7,164 New
SIC
565
Samalin Investment Counsel
New York
$425K +$425K +7,133 New
BPA
566
Beacon Pointe Advisors
California
$422K +$153K +2,566 +57%
FHA
567
Flagship Harbor Advisors
Massachusetts
$420K -$26.3K -441 -6%
SFS
568
Sowell Financial Services
Arkansas
$418K -$6.68K -112 -2%
ZF
569
Zhang Financial
Michigan
$410K +$192K +3,225 +88%
FPCP
570
Fort Point Capital Partners
California
$409K +$75.4K +1,264 +23%
BFC
571
Bedel Financial Consulting
Indiana
$407K
NCM
572
Narwhal Capital Management
Georgia
$405K -$18K -302 -4%
SCP
573
Syntal Capital Partners
Texas
$405K
LSA
574
L & S Advisors
California
$402K -$53.6K -900 -12%
EWM
575
Empirical Wealth Management
Washington
$402K +$96.7K +1,621 +32%