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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 %
BG
601
Bollard Group
Massachusetts
$331K +$460 +8 +0.1%
HW
602
Hancock Whitney
Mississippi
$330K
AP
603
Adero Partners
California
$329K
BAM
604
Barrett Asset Management
New York
$328K
CWM
605
Cordatus Wealth Management
Pennsylvania
$321K -$46.7K -814 -13%
SWA
606
SFMG Wealth Advisors
Texas
$317K
SWRP
607
Summit Wealth & Retirement Planning
California
$316K -$3.47M -60,555 -92%
VDI
608
Vaughan David Investments
Illinois
$316K
BEAM
609
Baker Ellis Asset Management
Washington
$314K
BRWA
610
B. Riley Wealth Advisors
Florida
$314K +$77.8K +1,376 +33%
FLA
611
Financial Life Advisors
Texas
$314K +$314K +5,484 New
FHA
612
Flagship Harbor Advisors
Massachusetts
$312K -$11K -192 -3%
KCPG
613
Kavar Capital Partners Group
Kansas
$311K -$16.5K -287 -5%
PAM
614
Palisade Asset Management
Minnesota
$310K
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$309K -$86.7K -1,512 -22%
BAMG
616
Brand Asset Management Group
Missouri
$309K
TFA
617
Transamerica Financial Advisors
Florida
$308K -$12.9M -224,597 -98%
MA
618
MONECO Advisors
Connecticut
$307K -$12.5K -218 -4%
IC
619
Inverness Counsel
New York
$306K -$286K
LI
620
LVZ Inc
Michigan
$304K -$623K -10,863 -67%
TI
621
tru Independence
Oregon
$304K +$304K +5,304 New
SFSG
622
Stearns Financial Services Group
North Carolina
$303K +$226K +3,931 +291%
VNA
623
Valley National Advisers
Pennsylvania
$302K -$15K -262 -5%
RBC
624
Roble Belko & Company
Pennsylvania
$302K
GW
625
GW & Wade
Massachusetts
$302K