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iShares Russell Mid-Cap ETF

830 hedge funds and large institutions have $15.2B invested in iShares Russell Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 239 increasing their positions, 340 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+22
Holders Change %
+2.72%
% of All Funds
17.06%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.07%
New
82
Increased
239
Reduced
340
Closed
56
Calls
$25.6M
Puts
$1.15M
Net Calls
+$24.4M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
601
Adero Partners
California
$308K
BG
602
Bollard Group
Massachusetts
$308K +$375 +7 +0.1%
HW
603
Hancock Whitney
Mississippi
$308K +$9.92K +185 +3%
KCPG
604
Kavar Capital Partners Group
Kansas
$306K -$1.45K -27 -0.5%
CST
605
Charles Schwab Trust
Nevada
$306K
BAM
606
Barrett Asset Management
New York
$306K +$64.3K +1,200 +27%
CIBC World Market
607
CIBC World Market
Ontario, Canada
$305K +$911 +17 +0.3%
BW
608
Bison Wealth
Georgia
$304K -$35.3K -658 -10%
FHA
609
Flagship Harbor Advisors
Massachusetts
$302K -$13.8K -257 -4%
JPG
610
Jordan Park Group
California
$302K
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$302K +$302K +5,642 New
MA
612
MONECO Advisors
Connecticut
$298K -$35.6K -665 -11%
EWP
613
Engrave Wealth Partners
Texas
$298K -$2.78K -52 -0.9%
SWA
614
SFMG Wealth Advisors
Texas
$296K -$249K -4,644 -46%
VNA
615
Valley National Advisers
Pennsylvania
$296K +$375 +7 +0.1%
VDI
616
Vaughan David Investments
Illinois
$295K
BEAM
617
Baker Ellis Asset Management
Washington
$294K
TAM
618
Tradition Asset Management
Virginia
$290K
WAM
619
Wealthspire Advisors (Maryland)
Maryland
$290K +$34.7K +646 +14%
PAM
620
Palisade Asset Management
Minnesota
$289K -$41K -765 -12%
BAMG
621
Brand Asset Management Group
Missouri
$289K
IC
622
Inverness Counsel
New York
$286K -$231K
NIC
623
Northwest Investment Counselors
Oregon
$284K +$2.68K +50 +1%
RBC
624
Roble Belko & Company
Pennsylvania
$282K
GW
625
GW & Wade
Massachusetts
$282K