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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 %
MBT
301
Montecito Bank & Trust
California
$1.23M -$309K -7,155 -20%
FNBOO
302
First National Bank of Omaha
Nebraska
$1.22M -$270K -6,256 -18%
BKA
303
Brick & Kyle Associates
Pennsylvania
$1.18M -$60.3K -1,415 -5%
HCM
304
HMS Capital Management
Tennessee
$1.18M -$518K -12,000 -31%
EFS
305
Essex Financial Services
Connecticut
$1.17M -$67.8K -1,570 -5%
LW
306
Linscomb Wealth
Texas
$1.16M -$69.9K -1,618 -6%
PA
307
Procyon Advisors
Connecticut
$1.15M -$9.58K -222 -0.8%
NGA
308
Naples Global Advisors
Florida
$1.14M -$22.4K -520 -2%
MSA
309
Mason Street Advisors
Wisconsin
$1.14M – – –
RG
310
Rikoon Group
New Mexico
$1.13M +$338K +7,840 +43%
CA
311
Calton & Associates
Florida
$1.12M -$1.55K -36 -0.1%
CCT
312
Country Club Trust
Missouri
$1.12M +$255K +5,790 +30%
GBT
313
Grove Bank & Trust
Florida
$1.11M -$207K -4,800 -16%
TA
314
Townsend & Associates
Colorado
$1.1M +$119K +2,693 +12%
AIC
315
Ameritas Investment Company
Nebraska
$1.1M +$59.6K +1,382 +6%
CTC
316
Central Trust Company
Missouri
$1.09M +$25.3K +585 +2%
HWA
317
Heritage Wealth Advisors
Virginia
$1.08M – – –
CCP
318
Corient Capital Partners
California
$1.07M -$43K -997 -4%
PFS
319
Prospera Financial Services
Texas
$1.07M -$44.5K -1,030 -4%
S
320
SignatureFD
Georgia
$1.07M -$127K -2,935 -11%
AC
321
Abbrea Capital
California
$1.06M -$82.2K -1,905 -7%
PWM
322
Provident Wealth Management
Tennessee
$1.05M -$21.1K -488 -2%
MIAN
323
Mariner Independent Advisor Network
Kansas
$1.04M -$143K -3,448 -12%
HIMC
324
Heritage Investors Management Corp
Maryland
$1.04M -$34.5K -800 -3%
CPIG
325
Chicago Partners Investment Group
Illinois
$1.04M +$127K +2,635 +14%
11 12
13
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