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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 %
CFGS
251
Concourse Financial Group Securities
Alabama
$1.67M -$1.55M -35,782 -48%
BWM
252
BT Wealth Management
Georgia
$1.66M -$429K -9,928 -21%
EVM
253
Eaton Vance Management
Massachusetts
$1.65M -$1.26M -29,100 -43%
SPC
254
Sigma Planning Corp
Michigan
$1.64M +$330K +7,653 +25%
MCWS
255
McKinley Carter Wealth Services
West Virginia
$1.63M -$68.9K -1,597 -4%
SNT
256
Security National Trust
West Virginia
$1.61M – – –
TA
257
Tiedemann Advisors
New York
$1.61M +$460K +10,660 +40%
DP
258
Denver PWM
Colorado
$1.59M +$1.59M +38,586 New
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$1.57M +$1.26M +29,159 +400%
DTC
260
Davidson Trust Company
Washington
$1.57M – – –
DWM
261
Dakota Wealth Management
Florida
$1.55M -$62.3K -1,443 -4%
FT
262
Fiduciary Trust
Massachusetts
$1.54M +$680K +15,748 +79%
ECM
263
Elgethun Capital Management
South Dakota
$1.53M – – –
FAG
264
Financial Advisory Group
Texas
$1.53M – – –
CA
265
Continuum Advisory
Idaho
$1.52M -$27.9K -679 -2%
HCM
266
Hollencrest Capital Management
California
$1.51M +$178K +4,116 +13%
CT
267
Cambridge Trust
Massachusetts
$1.51M +$210K +4,857 +16%
FMWA
268
Forvis Mazars Wealth Advisors
Missouri
$1.51M -$114K -2,638 -7%
FANJ
269
Financial Architects (New Jersey)
New Jersey
$1.5M -$78.6K -1,820 -5%
SC
270
SouthState Corp
Florida
$1.48M -$107K -2,474 -7%
CTA
271
Chesley Taft & Associates
Illinois
$1.48M – – –
AP
272
Appleton Partners
Massachusetts
$1.47M – – –
MCM
273
MAI Capital Management
Ohio
$1.46M +$450K +10,413 +44%
EH
274
Equitable Holdings
New York
$1.46M +$244K +5,648 +20%
HTC
275
Haverford Trust Company
Pennsylvania
$1.45M -$449K -10,406 -24%
9 10
11
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