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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 %
SCA
276
Stillwater Capital Advisors
Pennsylvania
$1.86M 32,327 -980 -3%
IWM
277
IHT Wealth Management
Illinois
$1.85M 32,193 +1,564 +5%
SB
278
Simmons Bank
Arkansas
$1.84M 32,046 -923 -3%
PWM
279
Provident Wealth Management
Tennessee
$1.83M 31,962 +3,723 +13%
BPA
280
Beacon Pointe Advisors
California
$1.83M 31,852 -5 -0%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$1.82M 31,685 -507 -2%
FBB
282
Fulton Breakefield Broenniman
Maryland
$1.82M 31,632 -490 -2%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$1.81M 31,632 +4,006 +15%
DP
284
Denver PWM
Colorado
$1.79M 31,100 -3,500 -10%
PFA
285
Pathway Financial Advisors
Vermont
$1.78M 30,677 – –
HCM
286
Hollencrest Capital Management
California
$1.78M 30,927 -1,854 -6%
AFC
287
AFT Forsyth & Company
Florida
$1.77M 30,920 -850 -3%
IBOK
288
Independence Bank of Kentucky
Kentucky
$1.77M 30,909 +9,817 +47%
FMWA
289
Forvis Mazars Wealth Advisors
Missouri
$1.77M 30,765 -4,270 -12%
GIM
290
Goelzer Investment Management
Indiana
$1.75M 30,459 -1,672 -5%
William Blair & Company
291
William Blair & Company
Illinois
$1.75M 30,409 -97,566 -76%
Prudential Financial
292
Prudential Financial
New Jersey
$1.74M 30,382 -3,250 -10%
EK
293
Evensky & Katz
Florida
$1.74M 30,252 -986 -3%
AP
294
Appleton Partners
Massachusetts
$1.73M 30,069 -650 -2%
CFGS
295
Concourse Financial Group Securities
Alabama
$1.71M 29,803 -4,015 -12%
State Street
296
State Street
Massachusetts
$1.71M 29,773 +25,018 +526%
FHA
297
First Horizon Advisors
Tennessee
$1.7M 29,654 -443 -1%
PCG
298
Private Capital Group
Connecticut
$1.69M 29,517 -2,892 -9%
LWAC
299
Laurel Wealth Advisors (California)
California
$1.67M 29,055 -935 -3%
FPGK
300
Financial Partners Group (Kansas)
Kansas
$1.65M 28,699 -6,023 -17%
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