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iShares Russell Mid-Cap ETF
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Overview Fund Activity

834 hedge funds and large institutions have $16.3B invested in iShares Russell Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 222 increasing their positions, 336 reducing their positions, and 42 closing their positions.

Holders
834
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
16.87%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.21%
New
54
Increased
222
Reduced
336
Closed
42
Calls
$25.7M
Puts
$2.75M
Net Calls
+$23M
Net Calls Change
-$1.46M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$708M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$101M
3
AAS
3
Avantax Advisory Services
Texas
$100M
4
SIA
4
Stegner Investment Associates
Kentucky
$19.5M
5
UBS Group
5
UBS Group
Switzerland
$379M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.32B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$992M
3
Ameriprise
3
Ameriprise
Minnesota
$232M
4
Bank of America
4
Bank of America
North Carolina
$3B
5
RJA
5
Raymond James & Associates
Florida
$52.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AL
251
Aspiriant LLC
California
$2.16M 37,698 -909 -2%
EIG
252
Ellenbecker Investment Group
Wisconsin
$2.15M 37,495 -2,025 -5%
GWM
253
Geneos Wealth Management
Colorado
$2.14M 38,058 -3,515 -8%
SNT
254
Security National Trust
West Virginia
$2.14M 37,353 – –
BWM
255
BT Wealth Management
Georgia
$2.12M 36,920 +25 +0.1%
NFG
256
Nadler Financial Group
Illinois
$2.11M 36,781 -120 -0.3%
VCM
257
Vivaldi Capital Management
Illinois
$2.1M 32,962 – –
PJB
258
Paul John Balson
California
$2.1M 36,530 -5,641 -13%
DTC
259
Davidson Trust Company
Washington
$2.09M 36,420 – –
DY
260
Dowling & Yahnke
California
$2.06M 35,979 +404 +1%
EFS
261
Essex Financial Services
Connecticut
$2.04M 35,533 +7,614 +27%
ECM
262
Elgethun Capital Management
South Dakota
$2.03M 35,396 – –
FAG
263
Financial Advisory Group
Texas
$2.03M 35,328 – –
SPC
264
Sigma Planning Corp
Michigan
$2.02M 35,241 -1,532 -4%
OCM
265
One Capital Management
California
$2.01M 35,008 +951 +3%
CC
266
Courier Capital
New York
$2.01M 32,459 +1,475 +5%
CTA
267
Chesley Taft & Associates
Illinois
$1.96M 34,200 – –
FANJ
268
Financial Architects (New Jersey)
New Jersey
$1.94M 33,874 -682 -2%
TC
269
Telemus Capital
Michigan
$1.94M 31,810 -1,056 -3%
PMG
270
Private Management Group
California
$1.93M 33,548 – –
EVM
271
Eaton Vance Management
Massachusetts
$1.91M 33,328 -200 -0.6%
ACA
272
Anchor Capital Advisors
Massachusetts
$1.91M 33,206 – –
MCWS
273
McKinley Carter Wealth Services
West Virginia
$1.88M 32,760 -446 -1%
SC
274
SouthState Corp
Florida
$1.88M 32,707 -1,377 -4%
DWM
275
Dakota Wealth Management
Florida
$1.86M 32,485 -1,471 -4%
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