IWR icon

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 %
OIA
626
Optimum Investment Advisors
Illinois
$301K +$229 +4 +0.1%
WI
627
Wintrust Investments
Illinois
$294K
FA
628
Fiducient Advisors
Illinois
$292K -$1.03M -17,922 -78%
WC
629
Weil Company
California
$289K
GFS
630
GYL Financial Synergies
Connecticut
$287K
AWA
631
ARS Wealth Advisors
Florida
$285K +$115 +2 +0%
IAIM
632
International Assets Investment Management
Florida
$283K
NIM
633
Northeast Investment Management
Massachusetts
$283K +$1.26K +22 +0.4%
PWA
634
Providence Wealth Advisors
Illinois
$281K
ZF
635
Zhang Financial
Michigan
$280K -$56.6K -985 -17%
SW
636
SteelPeak Wealth
California
$280K -$18.2K -317 -6%
BWA
637
BDO Wealth Advisors
Florida
$280K
RZH
638
Relyea Zuckerberg Hanson
Connecticut
$279K
EBT
639
Enterprise Bank & Trust
Massachusetts
$275K
CIA
640
Capital Investment Advisors
Georgia
$274K -$9.18K -160 -3%
C
641
Certuity
Florida
$273K
JG
642
Jefferies Group
New York
$272K
MC
643
Martin & Co
Tennessee
$267K -$4.31K -75 -2%
FNBTCON
644
First National Bank & Trust Co of Newtown
Pennsylvania
$267K
LFS
645
Lutz Financial Services
Nebraska
$267K +$804 +14 +0.3%
HFP
646
Holistic Financial Partners
Indiana
$264K
WOC
647
West Oak Capital
California
$264K
PCIA
648
Prime Capital Investment Advisors
Kansas
$264K
FAIM
649
Financial Advocates Investment Management
Washington
$262K -$109K -1,893 -29%
TF
650
TimeScale Financial
Massachusetts
$262K -$36.9K -638 -12%