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iShares Russell Mid-Cap ETF

763 hedge funds and large institutions have $15.3B invested in iShares Russell Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
16.76%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
1.21%
New
47
Increased
260
Reduced
244
Closed
37
Calls
$8M
Puts
$3.12M
Net Calls
+$4.87M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Shares
Change %
EBT
601
Enterprise Bank & Trust
Massachusetts
$268K
KWA
602
KCS Wealth Advisory
California
$266K +$1.23K +22 +0.5%
TFA
603
TPG Financial Advisors
Oregon
$264K
BCP
604
Blue Chip Partners
Michigan
$261K +$728 +13 +0.3%
FNBTCON
605
First National Bank & Trust Co of Newtown
Pennsylvania
$261K +$40.1K +716 +18%
CBN
606
Cadence Bank NA
Texas
$257K -$21.1K -377 -8%
S
607
Surevest
California
$257K -$10.9K -195 -4%
BIM
608
Baldwin Investment Management
Pennsylvania
$257K
WOC
609
West Oak Capital
California
$257K
PCIA
610
Prime Capital Investment Advisors
Kansas
$257K
HFP
611
Holistic Financial Partners
Indiana
$257K +$257K +4,600 New
BWM
612
BerganKDV Wealth Management
Minnesota
$256K -$2.8K -50 -1%
BAM
613
Barrett Asset Management
New York
$252K -$10.5K -188 -4%
BPA
614
Beacon Pointe Advisors
California
$252K +$13.3K +238 +6%
IWC
615
Integrated Wealth Concepts
Massachusetts
$249K -$66.3K -1,187 -21%
JWA
616
JFS Wealth Advisors
Pennsylvania
$244K -$5.6K -100 -2%
CP
617
Covenant Partners
Tennessee
$242K
WCWM
618
Willow Creek Wealth Management
California
$239K
APW
619
Acima Private Wealth
Virginia
$237K
WDL
620
Well Done LLC
Michigan
$236K
SCA
621
Snowden Capital Advisors
New York
$235K
Wellington Management Group
622
Wellington Management Group
Massachusetts
$235K
PB
623
Pinnacle Bancorp
Nebraska
$234K +$13.9K +249 +6%
MIM
624
Macroview Investment Management
Maryland
$232K
WIA
625
World Investment Advisors
California
$230K