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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 %
TL
626
TrueWealth LLC
Georgia
$229K
CWM
627
Calamos Wealth Management
Illinois
$228K
CBOR
628
Community Bank of Raymore
Missouri
$226K
BFPW
629
BOK Financial Private Wealth
Colorado
$223K +$223K +3,994 New
Neuberger Berman Group
630
Neuberger Berman Group
New York
$223K +$223K +3,996 New
PMG
631
ProVise Management Group
Florida
$222K -$53.7K -960 -19%
OWP
632
Obermeyer Wealth Partners
Colorado
$220K
FAM
633
Formidable Asset Management
Ohio
$219K
BF
634
Blankinship & Foster
California
$218K -$11.9K -213 -5%
VC
635
Vicus Capital
Pennsylvania
$218K -$5.44K -97 -2%
PL
636
Plancorp LLC
Missouri
$214K
AUB
637
Atlantic Union Bankshares
Virginia
$213K
FBA
638
Front Barnett Associates
Illinois
$213K
TNBTD
639
Trustmark National Bank Trust Department
Mississippi
$212K -$21.1K -378 -9%
GP
640
Geneva Partners
Wisconsin
$210K -$67K -1,200 -24%
BAS
641
Brown Advisory Securities
Maryland
$210K
PA
642
Pinnacle Associates
New York
$209K +$1.96K +35 +0.9%
BHIA
643
Birch Hill Investment Advisors
Massachusetts
$209K +$6.27K +112 +3%
NB
644
NBT Bank
New York
$207K
CGL
645
Clarius Group LLC
Washington
$205K
ZF
646
Zhang Financial
Michigan
$204K -$21.3K -381 -9%
MFGP
647
Marshall Financial Group (Pennsylvania)
Pennsylvania
$204K
PCMC
648
Private Capital Management (Colorado)
Colorado
$204K
WP
649
WMS Partners
Maryland
$204K +$204K +3,639 New
JFA
650
JNBA Financial Advisors
Minnesota
$203K