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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 %
CT
676
Clearstead Trust
Maine
$151K
CBT
677
Central Bank & Trust
Kentucky
$149K +$13.5K +314 +10%
TIM
678
Tortoise Investment Management
New York
$147K
BCP
679
Blue Chip Partners
Michigan
$146K -$49K -1,132 -25%
BAM
680
Belpointe Asset Management
Nevada
$141K -$17.6K -408 -11%
CMA
681
Cedar Mountain Advisors
Oregon
$141K -$1.64K -38 -1%
First Manhattan
682
First Manhattan
New York
$140K
CAAS
683
Capital Asset Advisory Services
Michigan
$139K -$27.2K -578 -16%
HWM
684
HighMark Wealth Management
Minnesota
$138K -$515 -12 -0.4%
HI
685
Hudock Inc
Pennsylvania
$136K +$87K +2,015 +178%
1IA
686
1834 Investment Advisors
Wisconsin
$135K
HFS
687
HBC Financial Services
Washington
$129K
LAS
688
Lloyd Advisory Services
Georgia
$125K +$39.5K +915 +46%
PCTC
689
Perkins Coie Trust Company
Washington
$122K
WCG
690
Weaver Consulting Group
California
$122K
BFM
691
Boston Financial Management
Massachusetts
$122K +$122K +2,815 New
ATC
692
Adirondack Trust Company
New York
$117K +$4.69K +109 +4%
CAN
693
Claraphi Advisory Network
United States
$114K -$286K -6,599 -71%
ARMC
694
American Research & Management Company
Massachusetts
$111K -$13K -300 -10%
WC
695
Westwind Capital
New Mexico
$111K +$26.7K +617 +32%
HCM
696
Hillman Capital Management
Maryland
$109K
FCM
697
Firestone Capital Management
Florida
$101K -$15K -348 -13%
EIP
698
Ellis Investment Partners
Pennsylvania
$101K -$814 -20 -0.8%
RFA
699
Reilly Financial Advisors
California
$97K
MCM
700
MV Capital Management
Maryland
$96K