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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 %
LDFR
801
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
ME
802
McIlrath & Eck
Washington
$4K
AIM
803
Anchor Investment Management
South Carolina
$3.97K
CAGAS
804
Capital Advisory Group Advisory Services
Minnesota
$3K
SFA
805
Stewardship Financial Advisors
Georgia
$3K +$3K +60 New
RFM
806
Royal Fund Management
Florida
$2K
FA
807
Faithward Advisors
Pennsylvania
$1K -$429 -12 -30%
SWM
808
Sugarloaf Wealth Management
Georgia
$1K
WIM
809
Westside Investment Management
California
$9 +$9 +228 New
SV
810
Starboard Value
New York
-$61.4M -1,030,000 Closed
RGIA
811
Rainier Group Investment Advisory
Washington
-$24.6M -412,727 Closed
GLI
812
Guardian Life Insurance
New York
-$14.1M -237,287 Closed
CM
813
Churchill Management
California
-$11.1M -186,364 Closed
PCP
814
Proficio Capital Partners
Massachusetts
-$10M -167,933 Closed
MCM
815
Manchester Capital Management
Vermont
-$7.98M -133,837 Closed
FFA
816
Fragasso Financial Advisors
Pennsylvania
-$7.98M -133,781 Closed
IAA
817
Independent Advisor Alliance
North Carolina
-$7.81M -131,044 Closed
RWA
818
Redhawk Wealth Advisors
Minnesota
-$7.17M -120,223 Closed
BZWA
819
Blue Zone Wealth Advisors
California
-$5.16M -86,529 Closed
IWC
820
Integrated Wealth Concepts
Massachusetts
-$1.8M -30,109 Closed
GAM
821
Gould Asset Management
California
-$1.4M -23,482 Closed
HF
822
HRT Financial
New York
-$1.36M -22,887 Closed
JWCA
823
J.W. Cole Advisors
Florida
-$1.11M -18,627 Closed
SXL
824
Summit X LLC
Missouri
-$941K -15,713 Closed
HCM
825
Hilton Capital Management
New York
-$912K -15,300 Closed