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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 %
HWA
326
Heritage Wealth Advisors
Virginia
$1.49M – – –
HIMC
327
Heritage Investors Management Corp
Maryland
$1.48M -$13.1K -220 -0.9%
PWM
328
Provident Wealth Management
Tennessee
$1.48M +$1.48M +24,862 New
CTC
329
Central Trust Company
Missouri
$1.47M -$6.74K -113 -0.5%
AIC
330
Ameritas Investment Company
Nebraska
$1.43M +$659K +11,059 +85%
BBHC
331
Brown Brothers Harriman & Co
New York
$1.43M -$595K -9,982 -29%
VR
332
Viridian RIA
Washington
$1.41M -$5.66K -95 -0.4%
CWAG
333
Compton Wealth Advisory Group
Virginia
$1.41M – – –
GAM
334
Gould Asset Management
California
$1.4M – – –
MCM
335
MAI Capital Management
Ohio
$1.4M -$123K -2,067 -8%
RMDI
336
R.M. Davis Inc
Maine
$1.37M -$34K -570 -2%
HF
337
HRT Financial
New York
$1.36M +$1.36M +22,887 New
OCM
338
One Capital Management
California
$1.36M +$360K +6,045 +36%
CG
339
Cynosure Group
Utah
$1.34M – – –
TA
340
Townsend & Associates
Colorado
$1.32M +$73.1K +1,224 +6%
PPP
341
Private Portfolio Partners
New Jersey
$1.29M +$60 +1 +0%
LB
342
Legacy Bridge
Iowa
$1.29M – – –
MA
343
MCF Advisors
Kentucky
$1.27M +$5.19K +87 +0.4%
CWA
344
Clarus Wealth Advisors
Arizona
$1.26M +$1.26M +21,024 New
CAM
345
Cresset Asset Management
Illinois
$1.26M +$37.3K +626 +3%
BCM
346
BTR Capital Management
California
$1.25M -$4.47K -75 -0.4%
HAFS
347
Hapanowicz & Associates Financial Services
Pennsylvania
$1.25M -$17.3K -290 -1%
AllianceBernstein
348
AllianceBernstein
Tennessee
$1.24M +$14.1K +237 +1%
PFP
349
Pinnacle Financial Partners
Tennessee
$1.24M +$2.09K +35 +0.2%
SHWM
350
Smith & Howard Wealth Management
Georgia
$1.23M -$97.8K -1,640 -7%
12 13
14
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