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iShares Russell Mid-Cap ETF

942 hedge funds and large institutions have $19.5B invested in iShares Russell Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 288 increasing their positions, 296 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+108
Holders Change %
+12.95%
% of All Funds
16.71%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.14%
New
152
Increased
288
Reduced
296
Closed
33
Calls
$23.4M
Puts
$13.7M
Net Calls
+$9.72M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
626
Baldwin Wealth Partners
Massachusetts
$396K
MOS
627
MGO One Seven
Ohio
$394K +$394K +5,748 New
AP
628
Adero Partners
California
$393K
IAIM
629
International Assets Investment Management
Florida
$393K +$55.2K +806 +16%
RB
630
Renasant Bank
Mississippi
$390K +$390K +5,689 New
RA
631
Rodgers & Associates
Pennsylvania
$390K +$390K +5,695 New
RWB
632
RMR Wealth Builders
New Jersey
$389K -$945K -13,788 -71%
PAS
633
Park Avenue Securities
New York
$384K +$384K +5,597 New
BW
634
Bison Wealth
Georgia
$380K -$26.7K -389 -7%
SWA
635
SFMG Wealth Advisors
Texas
$379K
QAM
636
QCI Asset Management
New York
$376K +$376K +5,481 New
BEAM
637
Baker Ellis Asset Management
Washington
$375K
PAM
638
Palisade Asset Management
Minnesota
$370K
BFA
639
Bragg Financial Advisors
North Carolina
$369K -$26K -380 -7%
BAMG
640
Brand Asset Management Group
Missouri
$369K
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$369K
FPCG
642
Fort Pitt Capital Group
Pennsylvania
$368K -$80.6K -1,176 -18%
FLA
643
Financial Life Advisors
Texas
$368K -$7.32K -107 -2%
CWM
644
Cordatus Wealth Management
Pennsylvania
$367K -$16.8K -245 -4%
DWT
645
Dorsey & Whitney Trust
South Dakota
$367K +$367K +5,345 New
IC
646
Inverness Counsel
New York
$366K -$306K
LI
647
LVZ Inc
Michigan
$364K
LOPW
648
Live Oak Private Wealth
North Carolina
$364K +$364K +5,307 New
KCPG
649
Kavar Capital Partners Group
Kansas
$361K -$10.1K -147 -3%
RBC
650
Roble Belko & Company
Pennsylvania
$361K