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iShares Russell Mid-Cap ETF
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Overview Fund Activity

883 hedge funds and large institutions have $16.6B invested in iShares Russell Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 271 increasing their positions, 248 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+120
Holders Change %
+15.73%
% of All Funds
17.44%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.28%
New
160
Increased
271
Reduced
248
Closed
30
Calls
$2.72M
Puts
$1.07M
Net Calls
+$1.65M
Net Calls Change
-$3.22M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$282M
2
Bank of America
Bank of America
North Carolina
$3.02B
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$61.4M
4
US Bancorp
US Bancorp
Minnesota
$573M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$843M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
HNB
Huntington National Bank
Ohio
$52.5M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
BWM
Baystate Wealth Management
Massachusetts
$50.2M
5
Wells Fargo
Wells Fargo
California
$2.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
301
Cambridge Trust
Massachusetts
$1.79M +$63.7K +1,068 +4%
BKA
302
Brick & Kyle Associates
Pennsylvania
$1.78M +$36.9K +603 +2%
WAG
303
Winthrop Advisory Group
Massachusetts
$1.77M +$22.8K +382 +1%
IWM
304
IHT Wealth Management
Illinois
$1.76M -$44.4K -745 -2%
LWAC
305
Laurel Wealth Advisors (California)
California
$1.73M +$80.6K +1,352 +5%
EFS
306
Essex Financial Services
Connecticut
$1.71M +$144K +2,414 +9%
MIAN
307
Mariner Independent Advisor Network
Kansas
$1.7M -$34.1K -571 -2%
LW
308
Linscomb Wealth
Texas
$1.69M -$9.42K -158 -0.6%
FA
309
Fiducient Advisors
Illinois
$1.68M +$2.33K +39 +0.1%
FHA
310
First Horizon Advisors
Tennessee
$1.68M +$29.6K +497 +2%
EH
311
Equitable Holdings
New York
$1.68M +$1.68M +28,142 New
S
312
SignatureFD
Georgia
$1.65M +$641K +10,750 +64%
BPWA
313
Beacon Pointe Wealth Advisors
California
$1.63M -$285K -4,771 -15%
NGA
314
Naples Global Advisors
Florida
$1.61M +$120K +2,014 +8%
PA
315
Procyon Advisors
Connecticut
$1.61M +$1.61M +26,957 New
BFEC
316
Benjamin F. Edwards & Company
Missouri
$1.6M +$174K +2,924 +12%
HPWM
317
Highland Private Wealth Management
Washington
$1.59M -$14.6K -245 -0.9%
TA
318
Tiedemann Advisors
New York
$1.58M -$213K -3,566 -12%
AC
319
Abbrea Capital
California
$1.58M -$34.9K -585 -2%
MSA
320
Mason Street Advisors
Wisconsin
$1.57M – – –
CA
321
Calton & Associates
Florida
$1.55M -$57.5K -964 -4%
CCP
322
Corient Capital Partners
California
$1.54M – – –
PFS
323
Prospera Financial Services
Texas
$1.54M +$659K +11,047 +75%
WP
324
WealthSource Partners
California
$1.51M -$49.2K -825 -3%
PMFA
325
Plante Moran Financial Advisors
Michigan
$1.51M – – –
11 12
13
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