IWR icon

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 %
VDI
626
Vaughan David Investments
Illinois
$237K
BEAM
627
Baker Ellis Asset Management
Washington
$236K
TAM
628
Tradition Asset Management
Virginia
$234K
BAMG
629
Brand Asset Management Group
Missouri
$232K
IC
630
Inverness Counsel
New York
$231K -$318K
GW
631
GW & Wade
Massachusetts
$227K -$13.7K -317 -6%
RBC
632
Roble Belko & Company
Pennsylvania
$227K
CBFP
633
Cedar Brook Financial Partners
Ohio
$227K
NIC
634
Northwest Investment Counselors
Oregon
$227K
PCS
635
Personal CFO Solutions
New Jersey
$224K -$13K -301 -5%
CSIC
636
Clifford Swan Investment Counsel
California
$219K +$219K +5,079 New
WC
637
Weil Company
California
$217K
EA
638
Emerald Advisors
Washington
$216K -$775K -15,464 -78%
Charles Schwab
639
Charles Schwab
California
$216K -$32.4K -750 -13%
GFS
640
GYL Financial Synergies
Connecticut
$216K
MLFP
641
MPS Loria Financial Planners
Illinois
$215K -$14.9K -347 -6%
AWA
642
Arkadios Wealth Advisors
Georgia
$215K -$4.97K -115 -2%
BWA
643
BDO Wealth Advisors
Florida
$214K
AWA
644
ARS Wealth Advisors
Florida
$214K +$129 +3 +0.1%
MC
645
Martin & Co
Tennessee
$213K +$213K +4,925 New
NIM
646
Northeast Investment Management
Massachusetts
$212K -$12.4K -287 -6%
OFS
647
Orrstown Financial Services
Pennsylvania
$209K -$25.7K -595 -11%
EBT
648
Enterprise Bank & Trust
Massachusetts
$207K
Renaissance Technologies
649
Renaissance Technologies
New York
$207K +$207K +4,800 New
EWM
650
Empirical Wealth Management
Washington
$206K -$85.6K -1,978 -29%