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iShares Russell Mid-Cap ETF
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Overview Fund Activity

830 hedge funds and large institutions have $15.2B invested in iShares Russell Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 239 increasing their positions, 340 reducing their positions, and 56 closing their positions.

Holders
830
Holders Change
+22
Holders Change %
+2.72%
% of All Funds
17.06%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.07%
New
82
Increased
239
Reduced
340
Closed
56
Calls
$25.6M
Puts
$1.15M
Net Calls
+$24.4M
Net Calls Change
+$23.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$403M
2
US Bancorp
2
US Bancorp
Minnesota
$599M
3
Franklin Resources
3
Franklin Resources
California
$54.4M
4
Northern Trust
4
Northern Trust
Illinois
$432M
5
Stifel Financial
5
Stifel Financial
Missouri
$51M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$60.1M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$57.9M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$473M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$947M
5
MRC
5
Millburn Ridgefield Corp
New York
$63.7M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
251
Nadler Financial Group
Illinois
$1.98M 36,901 -2,416 -6%
BWM
252
BT Wealth Management
Georgia
$1.98M 36,895 -1,537 -4%
SPC
253
Sigma Planning Corp
Michigan
$1.97M 36,773 -1,283 -3%
GT
254
Glenmede Trust
Pennsylvania
$1.96M 36,505 -18,638 -34%
DTC
255
Davidson Trust Company
Washington
$1.95M 36,420 – –
VCM
256
Vivaldi Capital Management
Illinois
$1.93M 32,962 -300 -0.9%
DY
257
Dowling & Yahnke
California
$1.91M 35,575 +3,189 +10%
ECM
258
Elgethun Capital Management
South Dakota
$1.9M 35,396 – –
FAG
259
Financial Advisory Group
Texas
$1.89M 35,328 – –
FMWA
260
Forvis Mazars Wealth Advisors
Missouri
$1.88M 35,035 +117 +0.3%
FPGK
261
Financial Partners Group (Kansas)
Kansas
$1.86M 34,722 +2,292 +7%
DP
262
Denver PWM
Colorado
$1.86M 34,600 -3,986 -10%
FANJ
263
Financial Architects (New Jersey)
New Jersey
$1.85M 34,556 -99 -0.3%
Mercer Global Advisors
264
Mercer Global Advisors
Colorado
$1.83M 34,215 -2,241 -6%
CTA
265
Chesley Taft & Associates
Illinois
$1.83M 34,200 – –
SC
266
SouthState Corp
Florida
$1.83M 34,084 -200 -0.6%
OCM
267
One Capital Management
California
$1.83M 34,057 +2,762 +9%
DWM
268
Dakota Wealth Management
Florida
$1.82M 33,956 -2,015 -6%
CFGS
269
Concourse Financial Group Securities
Alabama
$1.81M 33,818 -4,950 -13%
Prudential Financial
270
Prudential Financial
New Jersey
$1.8M 33,632 +1,024 +3%
PMG
271
Private Management Group
California
$1.8M 33,548 – –
EVM
272
Eaton Vance Management
Massachusetts
$1.8M 33,528 -4,632 -12%
SCA
273
Stillwater Capital Advisors
Pennsylvania
$1.79M 33,307 +826 +3%
MCWS
274
McKinley Carter Wealth Services
West Virginia
$1.78M 33,206 -4,470 -12%
ACA
275
Anchor Capital Advisors
Massachusetts
$1.78M 33,206 +33,206 New
9 10
11
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