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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 %
BWM
651
BerganKDV Wealth Management
Minnesota
$261K -$918 -16 -0.4%
EWM
652
Evermay Wealth Management
Virginia
$261K
PWM
653
PBMares Wealth Management
Virginia
$261K
FPS
654
Fieldpoint Private Securities
Connecticut
$258K +$258K +4,500 New
FFA
655
Fragasso Financial Advisors
Pennsylvania
$257K +$9.13K +159 +4%
AWC
656
Abundance Wealth Counselors
Pennsylvania
$252K
OL
657
Optas LLC
Texas
$249K
MA
658
Montag & Associates
Georgia
$249K +$249K +4,342 New
CP
659
Covenant Partners
Tennessee
$248K
TAM
660
Townsend Asset Management
North Carolina
$248K +$631 +11 +0.3%
BAM
661
Belpointe Asset Management
Nevada
$247K +$35.8K +622 +17%
WCWM
662
Willow Creek Wealth Management
California
$245K
CIC
663
Carnegie Investment Counsel
Ohio
$244K
APW
664
Acima Private Wealth
Virginia
$244K
Wellington Management Group
665
Wellington Management Group
Massachusetts
$241K
CBT
666
Capital Bank & Trust
California
$241K
CWM
667
Connecticut Wealth Management
Connecticut
$240K -$6.17M -107,420 -96%
JWM
668
JGP Wealth Management
Oregon
$240K
NB
669
NBT Bank
New York
$239K -$30.4K -530 -11%
PCP
670
Proficio Capital Partners
Massachusetts
$239K +$239K +6,710 New
FBA
671
Front Barnett Associates
Illinois
$238K
AOWM
672
Alpha Omega Wealth Management
Virginia
$236K
DA
673
Detalus Advisors
Missouri
$235K -$98.4K -1,712 -30%
NA
674
NewEdge Advisors
Louisiana
$235K -$42.5K -740 -15%
SCM
675
SOL Capital Management
Maryland
$235K