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iShares Russell Mid-Cap ETF

808 hedge funds and large institutions have $12.3B invested in iShares Russell Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 249 increasing their positions, 334 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-75
Holders Change %
-8.49%
% of All Funds
17.85%
Holding in Top 10
50
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-23.08%
% of All Funds
1.1%
New
59
Increased
249
Reduced
334
Closed
121
Calls
$4.81M
Puts
$3.65M
Net Calls
+$1.17M
Net Calls Change
-$485K
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
601
Transamerica Financial Advisors
Florida
$258K -$31.6K -730 -11%
FPB
602
First PREMIER Bank
South Dakota
$258K -$11.2K -260 -4%
NCM
603
Neumann Capital Management
California
$257K -$9.54K -221 -4%
MPW
604
MA Private Wealth
California
$256K +$1.04K +24 +0.4%
RZH
605
Relyea Zuckerberg Hanson
Connecticut
$256K +$55.7K +1,291 +28%
FHA
606
Flagship Harbor Advisors
Massachusetts
$254K -$49.7K -1,152 -16%
ZF
607
Zhang Financial
Michigan
$253K -$44.2K -1,023 -15%
BWP
608
Baldwin Wealth Partners
Massachusetts
$252K
LA
609
Legacy Advisors
Pennsylvania
$251K -$4.19K -97 -2%
CL
610
CPWM LLC
Washington
$250K +$605 +14 +0.2%
AP
611
Adero Partners
California
$248K -$12.8K -296 -5%
BG
612
Bollard Group
Massachusetts
$248K +$561 +13 +0.2%
PB
613
Pinnacle Bancorp
Nebraska
$248K +$64.4K +1,494 +35%
KCPG
614
Kavar Capital Partners Group
Kansas
$248K +$248K +5,734 New
CST
615
Charles Schwab Trust
Nevada
$247K -$30.3K -700 -11%
AFM
616
Andesa Financial Management
Pennsylvania
$247K +$247K +5,714 New
IWA
617
Intercontinental Wealth Advisors
Texas
$246K +$246K +5,700 New
CIBC World Market
618
CIBC World Market
Ontario, Canada
$245K -$31.6K -732 -11%
OIA
619
Optimum Investment Advisors
Illinois
$244K +$389 +9 +0.2%
JPG
620
Jordan Park Group
California
$243K
EWP
621
Engrave Wealth Partners
Texas
$242K -$37.2K -864 -13%
VOYA Investment Management
622
VOYA Investment Management
Georgia
$241K -$42.9K -996 -15%
HW
623
Hancock Whitney
Mississippi
$240K +$28.1K +652 +13%
S
624
Surevest
California
$239K +$30.6K +708 +15%
VNA
625
Valley National Advisers
Pennsylvania
$238K