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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 %
LWANC
701
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K
SL
702
Savior LLC
Massachusetts
$95K
M
703
MOTCO
Texas
$93K
CB
704
CNB Bank
Pennsylvania
$91K
HPC
705
HM Payson & Co
Maine
$89K +$1.35K +31 +2%
AA
706
Advisory Alpha
Michigan
$84.3K +$67.5K +1,444 +401%
GWMIA
707
Global Wealth Management Investment Advisory
Florida
$81K
FDCDDQ
708
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.6K -$8.63K -200 -10%
CFA
709
Carroll Financial Associates
North Carolina
$75K -$14.5K -341 -16%
FWM
710
FSA Wealth Management
Massachusetts
$75K
EWM
711
Endurance Wealth Management
Rhode Island
$75K
CAL
712
Capital Advisors Ltd
Ohio
$71K
BA
713
Ballast Advisors
Minnesota
$71K +$7.14K +165 +11%
FFW
714
Fusion Family Wealth
New York
$69K -$10.9K -250 -14%
WAP
715
Wealthcare Advisory Partners
Pennsylvania
$68K +$1.21K +28 +2%
OFG
716
OmniStar Financial Group
North Carolina
$67K +$67K +1,557 New
MIM
717
Macroview Investment Management
Maryland
$65K -$64.9K -1,494 -50%
FPFS
718
First Personal Financial Services
North Carolina
$65K
SFSG
719
Stearns Financial Services Group
North Carolina
$64K -$7.04K -164 -10%
PW
720
Price Wealth
Texas
$62K +$62K +1,435 New
SFG
721
Sowa Financial Group
Rhode Island
$61K -$36.8K -856 -38%
SFSIG
722
San Francisco Sentry Investment Group
California
$61K -$10.5K -244 -15%
HWA
723
HCR Wealth Advisors
California
$60K -$779 -17 -1%
ONST
724
Old North State Trust
North Carolina
$60K +$46.2K +1,068 +335%
CFO
725
CVA Family Office
Colorado
$60K +$60K +1,384 New