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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 %
WCWM
701
Willow Creek Wealth Management
California
$293K
VFIC
702
Valley Forge Investment Consultants
Pennsylvania
$292K +$292K +4,264 New
MCM
703
Maryland Capital Management
Maryland
$291K -$158K -2,300 -35%
APW
704
Acima Private Wealth
Virginia
$291K
MC
705
Martin & Co
Tennessee
$288K -$30.9K -450 -10%
Wellington Management Group
706
Wellington Management Group
Massachusetts
$288K
CBT
707
Capital Bank & Trust
California
$288K
JWM
708
JGP Wealth Management
Oregon
$286K
FBA
709
Front Barnett Associates
Illinois
$284K
AOWM
710
Alpha Omega Wealth Management
Virginia
$282K
PCMC
711
Private Capital Management (Colorado)
Colorado
$281K +$281K +4,115 New
DA
712
Detalus Advisors
Missouri
$279K -$1.23K -18 -0.4%
BRWA
713
B. Riley Wealth Advisors
Florida
$278K -$104K -1,512 -27%
CBOR
714
Community Bank of Raymore
Missouri
$277K
CG
715
Corundum Group
Colorado
$276K
TFA
716
TPG Financial Advisors
Oregon
$275K
BFO
717
Biltmore Family Office
North Carolina
$274K
AI
718
Accredited Investors
Minnesota
$270K
OWP
719
Obermeyer Wealth Partners
Colorado
$270K
VC
720
Vicus Capital
Pennsylvania
$269K -$8.03K -117 -3%
TFA
721
Transamerica Financial Advisors
Florida
$265K -$103K -1,496 -28%
FFG
722
Frisch Financial Group
New York
$264K +$264K +3,852 New
SW
723
StrongBox Wealth
Missouri
$263K
PMG
724
ProVise Management Group
Florida
$261K -$1.37K -20 -0.5%
SG
725
StoneX Group
New York
$261K +$343 +5 +0.1%