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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 %
PMG
276
Private Management Group
California
$1.45M +$25.4K +588 +2%
FHA
277
First Horizon Advisors
Tennessee
$1.44M +$225K +5,203 +18%
SB
278
Simmons Bank
Arkansas
$1.44M +$50.9K +1,179 +4%
VCM
279
Vivaldi Capital Management
Illinois
$1.44M +$56.5K +1,308 +4%
AFC
280
AFT Forsyth & Company
Florida
$1.41M – – –
Prudential Financial
281
Prudential Financial
New Jersey
$1.41M -$21.5K -498 -2%
CC
282
Courier Capital
New York
$1.41M – – –
HC
283
HNP Capital
New York
$1.41M +$794K +17,396 +130%
SCA
284
Stillwater Capital Advisors
Pennsylvania
$1.4M +$11.4K +265 +0.8%
DY
285
Dowling & Yahnke
California
$1.4M -$21.8K -506 -2%
BAC
286
Boys Arnold & Co
North Carolina
$1.39M +$39.5K +915 +3%
FBB
287
Fulton Breakefield Broenniman
Maryland
$1.39M -$26.1K -604 -2%
GIM
288
Goelzer Investment Management
Indiana
$1.39M -$23.9K -553 -2%
IWM
289
IHT Wealth Management
Illinois
$1.37M +$97.2K +2,251 +8%
EK
290
Evensky & Katz
Florida
$1.36M +$1.9K +44 +0.1%
WB
291
WesBanco Bank
West Virginia
$1.36M +$35.7K +826 +3%
OCM
292
One Capital Management
California
$1.35M +$368K +8,515 +37%
FPGK
293
Financial Partners Group (Kansas)
Kansas
$1.33M -$2.95M -71,974 -69%
BPA
294
Beacon Pointe Advisors
California
$1.31M +$1.01M +23,321 +329%
SFG
295
Summit Financial Group
West Virginia
$1.31M – – –
LWAC
296
Laurel Wealth Advisors (California)
California
$1.29M +$39.3K +911 +3%
BTW
297
Boston Trust Walden
Massachusetts
$1.28M +$996K +23,069 +351%
BFEC
298
Benjamin F. Edwards & Company
Missouri
$1.27M +$111K +2,574 +10%
BCA
299
Berman Capital Advisors
Georgia
$1.26M +$726K +16,822 +136%
PFA
300
Pathway Financial Advisors
Vermont
$1.25M -$172K -4,243 -12%
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