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iShares Russell Mid-Cap ETF
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Overview Fund Activity

883 hedge funds and large institutions have $16.6B invested in iShares Russell Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 271 increasing their positions, 248 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+120
Holders Change %
+15.73%
% of All Funds
17.44%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.28%
New
160
Increased
271
Reduced
248
Closed
30
Calls
$2.72M
Puts
$1.07M
Net Calls
+$1.65M
Net Calls Change
-$3.22M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$282M
2
Bank of America
Bank of America
North Carolina
$3.02B
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$61.4M
4
US Bancorp
US Bancorp
Minnesota
$573M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$843M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
HNB
Huntington National Bank
Ohio
$52.5M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
BWM
Baystate Wealth Management
Massachusetts
$50.2M
5
Wells Fargo
Wells Fargo
California
$2.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
251
Sutton Wealth Advisors
Florida
$2.54M -$4.95K -83 -0.2%
PGFC
252
Peapack-Gladstone Financial Corp
New Jersey
$2.53M -$165K -2,775 -6%
SJIM
253
St. Johns Investment Management
Florida
$2.46M -$25.5K -428 -1%
A
254
AdvicePeriod
California
$2.42M +$25K +419 +1%
AMG
255
Asset Management Group
Connecticut
$2.4M +$4.11K +69 +0.2%
HI
256
Horizon Investments
North Carolina
$2.39M -$693K -11,628 -22%
MCWS
257
McKinley Carter Wealth Services
West Virginia
$2.34M +$298 +5 +0%
EIG
258
Ellenbecker Investment Group
Wisconsin
$2.34M -$124K -2,084 -5%
HCM
259
HMS Capital Management
Tennessee
$2.34M – – –
PBO
260
Peoples Bank (Ohio)
Ohio
$2.33M -$66.2K -1,110 -3%
GHAM
261
Gilman Hill Asset Management
Connecticut
$2.32M +$143K +2,400 +7%
CA
262
Continuum Advisory
Idaho
$2.25M -$13.9K -233 -0.6%
FMWA
263
Forvis Mazars Wealth Advisors
Missouri
$2.24M -$44.7K -749 -2%
DWM
264
Dakota Wealth Management
Florida
$2.23M +$142K +2,386 +7%
SNT
265
Security National Trust
West Virginia
$2.23M – – –
SC
266
SouthState Corp
Florida
$2.19M -$67.3K -1,128 -3%
FANJ
267
Financial Architects (New Jersey)
New Jersey
$2.18M -$4.83K -81 -0.2%
DTC
268
Davidson Trust Company
Washington
$2.17M +$2.17M +36,420 New
Natixis Advisors
269
Natixis Advisors
Massachusetts
$2.14M +$2.74K +46 +0.1%
ERSOT
270
Employees Retirement System of Texas
Texas
$2.14M -$3.05M -51,218 -59%
PFA
271
Pathway Financial Advisors
Vermont
$2.13M -$17.1K -280 -0.8%
MBT
272
Montecito Bank & Trust
California
$2.13M +$18.5K +310 +0.9%
EARNEST Partners
273
EARNEST Partners
Georgia
$2.12M +$1.99M +33,403 +1,597%
ECM
274
Elgethun Capital Management
South Dakota
$2.11M – – –
FAG
275
Financial Advisory Group
Texas
$2.11M – – –
9 10
11
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