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 %
WAM
651
Wealthspire Advisors (Maryland)
Maryland
$205K -$138K -3,209 -40%
WANY
652
Wealthspire Advisors (New York)
New York
$205K +$205K +4,760 New
TFA
653
TPG Financial Advisors
Oregon
$204K -$15.7K -364 -7%
LFS
654
Lutz Financial Services
Nebraska
$204K -$4.97K -115 -2%
PWA
655
Providence Wealth Advisors
Illinois
$204K
NB
656
NBT Bank
New York
$203K
FNBTCON
657
First National Bank & Trust Co of Newtown
Pennsylvania
$201K
WOC
658
West Oak Capital
California
$199K
SCA
659
Stonebridge Capital Advisors
Minnesota
$199K
PCIA
660
Prime Capital Investment Advisors
Kansas
$199K
BWM
661
BerganKDV Wealth Management
Minnesota
$197K -$173 -4 -0.1%
BAM
662
Barrett Asset Management
New York
$195K
CP
663
Covenant Partners
Tennessee
$187K
TAM
664
Townsend Asset Management
North Carolina
$185K -$86 -2 -0%
1W
665
1776 Wealth
Georgia
$184K +$92K +1,800 +100%
APW
666
Acima Private Wealth
Virginia
$183K
JWA
667
JFS Wealth Advisors
Pennsylvania
$177K -$11.4K -264 -6%
TL
668
TrueWealth LLC
Georgia
$177K
BFO
669
Biltmore Family Office
North Carolina
$173K -$353K -8,160 -67%
TF
670
TimeScale Financial
Massachusetts
$157K -$374K -8,695 -70%
JFA
671
JNBA Financial Advisors
Minnesota
$157K
AIC
672
Archer Investment Corporation
Indiana
$156K -$8.94K -207 -5%
MI
673
Markston International
New York
$155K
IF
674
Ironwood Financial
Arizona
$154K -$107K -2,478 -41%
FRA
675
Front Row Advisors
California
$152K