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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 %
WWM
576
Western Wealth Management
Colorado
$366K
PTC
577
Philadelphia Trust Company
Pennsylvania
$366K
HCM
578
Howland Capital Management
Massachusetts
$365K +$365K +6,355 New
MCA
579
Mercer Capital Advisers
New Jersey
$359K
LNWWM
580
Laird Norton Wetherby Wealth Management
California
$357K +$33.4K +583 +10%
NFC
581
Northeast Financial Consultants
Connecticut
$356K -$29.8K -520 -8%
BSB
582
Bangor Savings Bank
Maine
$356K
EE
583
EWG Elevate
California
$356K
CBN
584
Cadence Bank NA
Texas
$353K
BWP
585
Bernardo Wealth Planning
Pennsylvania
$350K -$25.4K -443 -7%
CCM
586
Colorado Capital Management
Colorado
$349K
IWC
587
Integrated Wealth Concepts
Massachusetts
$347K +$6.53K +114 +2%
KBFS
588
Kohmann Bosshard Financial Services
Ohio
$346K
EGA
589
E&G Advisors
Texas
$344K
FFA
590
Founders Financial Alliance
North Carolina
$344K +$344K +5,858 New
FPB
591
First PREMIER Bank
South Dakota
$343K
WAG
592
Winthrop Advisory Group
Massachusetts
$342K -$29.6K -512 -8%
BW
593
Bison Wealth
Georgia
$340K +$14.9K +259 +5%
SWM
594
Segment Wealth Management
Texas
$339K -$128K -2,234 -27%
OFS
595
Orrstown Financial Services
Pennsylvania
$336K -$9.74K -168 -3%
CSIC
596
Clifford Swan Investment Counsel
California
$335K +$55.4K +967 +20%
LA
597
Legacy Advisors
Pennsylvania
$333K
BWP
598
Baldwin Wealth Partners
Massachusetts
$332K
CL
599
CPWM LLC
Washington
$332K +$287 +5 +0.1%
BFA
600
Bragg Financial Advisors
North Carolina
$331K -$94.2K -1,640 -22%