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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.

New
Increased
Maintained
Reduced
Closed
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
UBS Group
4
UBS Group
Switzerland
$379M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$386M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.32B
2
HNB
2
Huntington National Bank
Ohio
$32M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$992M
4
Ameriprise
4
Ameriprise
Minnesota
$232M
5
Bank of America
5
Bank of America
North Carolina
$3B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
301
Summit Financial Group
West Virginia
$1.64M -$127K -2,208 -7%
BCA
302
Berman Capital Advisors
Georgia
$1.64M -$10.2K -178 -0.6%
FFC
303
Fure Financial Corporation
Minnesota
$1.62M +$1.62M +28,199 New
WAM
304
Weatherly Asset Management
California
$1.59M -$148K -2,575 -8%
BKA
305
Brick & Kyle Associates
Pennsylvania
$1.58M -$1.89K -33 -0.1%
FT
306
Fiduciary Trust
Massachusetts
$1.58M -$790K -13,774 -33%
NGA
307
Naples Global Advisors
Florida
$1.58M +$67.1K +1,169 +4%
EI
308
Ellevest Inc
New York
$1.57M +$1.57M +27,325 New
LW
309
Linscomb Wealth
Texas
$1.55M -$38.2K -665 -2%
RIS
310
Retirement Income Solutions
Michigan
$1.54M -$257K -4,486 -14%
Principal Financial Group
311
Principal Financial Group
Iowa
$1.53M -$42.6K -743 -3%
HCM
312
HMS Capital Management
Tennessee
$1.53M -$28.3K -495 -2%
VR
313
Viridian RIA
Washington
$1.53M -$175K -3,046 -10%
KAH
314
Kathryn A. Hall
$1.52M – – –
RG
315
Rikoon Group
New Mexico
$1.5M +$57 +1 +0%
GBT
316
Grove Bank & Trust
Florida
$1.5M – – –
TA
317
Tiedemann Advisors
New York
$1.5M – – –
CAM
318
Cozad Asset Management
Illinois
$1.5M +$2.87K +50 +0.2%
PA
319
Procyon Advisors
Connecticut
$1.49M -$20K -349 -1%
WIA
320
World Investment Advisors
California
$1.47M +$92.7K +1,615 +7%
HF
321
Halpern Financial
Virginia
$1.43M – – –
FNBOO
322
First National Bank of Omaha
Nebraska
$1.42M -$141K -2,449 -9%
AllianceBernstein
323
AllianceBernstein
Tennessee
$1.39M +$193K +3,369 +16%
AIC
324
Ameritas Investment Company
Nebraska
$1.39M – – –
MBT
325
Montecito Bank & Trust
California
$1.39M -$34.4K -600 -2%
11 12
13
14 15