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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
+$151M
2
Bank of America
Bank of America
North Carolina
+$65.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$60.9M
4
US Bancorp
US Bancorp
Minnesota
+$47.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$29.7M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$65.8M
2
HNB
Huntington National Bank
Ohio
-$51.6M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$50.9M
4
BWM
Baystate Wealth Management
Massachusetts
-$33.9M
5
Wells Fargo
Wells Fargo
California
-$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
351
Perigon Wealth Management
California
$1.22M +$82.4K +1,380 +7%
WPC
352
Waters Parkerson & Co
Louisiana
$1.21M – – –
VFA
353
Valeo Financial Advisors
Indiana
$1.21M +$8.35K +220 +0.7%
MCWA
354
Meadow Creek Wealth Advisors
Georgia
$1.2M +$1.2M +20,074 New
IRC
355
Investors Research Corp
Georgia
$1.19M – – –
FT
356
Fiduciary Trust
Massachusetts
$1.19M +$35.8K +600 +3%
SFA
357
Sequoia Financial Advisors
Ohio
$1.19M -$170K -2,856 -13%
WI
358
Wintrust Investments
Illinois
$1.19M – – –
MMG
359
Monetary Management Group
Missouri
$1.18M +$47.7K +800 +4%
EA
360
Emerald Advisors
Washington
$1.18M +$1.18M +19,776 New
CCT
361
Country Club Trust
Missouri
$1.16M +$69.8K +1,175 +6%
CNAM
362
Campbell Newman Asset Management
Wisconsin
$1.16M – – –
CPIG
363
Chicago Partners Investment Group
Illinois
$1.16M +$333K +5,442 +40%
LL
364
LPWM LLC
Minnesota
$1.15M +$1.15M +19,360 New
PFGIA
365
Patriot Financial Group Insurance Agency
Massachusetts
$1.14M +$31.3K +663 +3%
VVP
366
Venture Visionary Partners
Ohio
$1.14M +$1.14M +19,088 New
AIS
367
American Investment Services
Massachusetts
$1.13M +$48.8K +818 +4%
VWA
368
Visionary Wealth Advisors
Illinois
$1.12M +$1.12M +18,821 New
JWCA
369
J.W. Cole Advisors
Florida
$1.11M +$1.11M +18,627 New
DBT
370
Dubuque Bank & Trust
Iowa
$1.11M -$188K -3,145 -15%
VFA
371
Voya Financial Advisors
Connecticut
$1.1M -$4.75K -80 -0.4%
BFA
372
Beacon Financial Advisory
Ohio
$1.1M +$1.1M +18,449 New
MPCG
373
Matrix Private Capital Group
New York
$1.1M +$1.1M +18,425 New
RG
374
Rikoon Group
New Mexico
$1.1M +$119 +2 +0%
VC
375
Veracity Capital
Georgia
$1.08M +$1.08M +18,090 New
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