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iShares Russell Mid-Cap ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$248M
2
Wells Fargo
2
Wells Fargo
California
$1.78B
3
Bank of America
3
Bank of America
North Carolina
$2.27B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$419M
5
M&T Bank
5
M&T Bank
New York
$48M

Top Sellers

1
SV
1
Starboard Value
New York
$0
2
Ameriprise
2
Ameriprise
Minnesota
$197M
3
HNB
3
Huntington National Bank
Ohio
$29.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$581M
5
UBS Group
5
UBS Group
Switzerland
$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
226
Fiducient Advisors
Illinois
$2.1M +$880K +20,391 +72%
NEPWA
227
New England Private Wealth Advisors
Massachusetts
$2.08M -$32.8K -760 -2%
SWA
228
Sutton Wealth Advisors
Florida
$2.07M +$230K +5,323 +12%
CWP
229
CFM Wealth Partners
Texas
$2.06M +$4.92K +114 +0.2%
APA
230
American Portfolios Advisors
New York
$2.06M -$4.97K -115 -0.2%
SWP
231
Stratos Wealth Partners
Ohio
$2.02M -$380K -8,794 -16%
PFM
232
Phillips Financial Management
Indiana
$1.99M -$6.69K -163 -0.3%
NP
233
NorthRock Partners
Minnesota
$1.96M -$1.67M -38,792 -46%
EWM
234
Evercore Wealth Management
New York
$1.94M -$573K -13,274 -23%
DW
235
Domani Wealth
Pennsylvania
$1.89M +$1.44M +33,373 +324%
AL
236
Aspiriant LLC
California
$1.88M -$73.2K -1,697 -4%
PJB
237
Paul John Balson
California
$1.86M +$1.86M +43,171 New
BWA
238
Beam Wealth Advisors
Louisiana
$1.85M +$1.85M +42,868 New
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$1.85M +$11.3K +261 +0.6%
HCMT
240
Highland Capital Management (Tennessee)
Tennessee
$1.83M -$177K -4,110 -9%
WAM
241
Weatherly Asset Management
California
$1.8M -$934K -21,650 -34%
GWM
242
Geneos Wealth Management
Colorado
$1.78M -$79K -1,835 -4%
AMG
243
Asset Management Group
Connecticut
$1.74M – – –
PCG
244
Private Capital Group
Connecticut
$1.73M -$566K -13,106 -25%
PBO
245
Peoples Bank (Ohio)
Ohio
$1.71M +$23K +533 +1%
A
246
AdvicePeriod
California
$1.7M -$52.7K -1,220 -3%
CL
247
Choreo LLC
Illinois
$1.7M -$298K -6,895 -15%
NFG
248
Nadler Financial Group
Illinois
$1.7M -$220K -5,100 -11%
GHAM
249
Gilman Hill Asset Management
Connecticut
$1.69M +$11.4K +265 +0.7%
EIG
250
Ellenbecker Investment Group
Wisconsin
$1.68M -$10.4K -242 -0.6%
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