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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 %
SFA
351
Sequoia Financial Advisors
Ohio
$869K +$8.21K +190 +1%
LI
352
LVZ Inc
Michigan
$865K +$865K +20,046 New
IRC
353
Investors Research Corp
Georgia
$863K – – –
MA
354
MCF Advisors
Kentucky
$861K -$61.8K -1,432 -7%
WPC
355
Waters Parkerson & Co
Louisiana
$857K -$19.2K -446 -2%
PFP
356
Pinnacle Financial Partners
Tennessee
$838K -$56.6K -1,311 -6%
TI
357
Trexquant Investment
Connecticut
$838K +$579K +13,404 +223%
WA
358
Wealth Alliance
New York
$838K +$838K +19,401 New
EARNEST Partners
359
EARNEST Partners
Georgia
$824K -$708K -16,398 -46%
HPWM
360
Highland Private Wealth Management
Washington
$821K -$333K -7,700 -29%
AIS
361
American Investment Services
Massachusetts
$821K – – –
CGA
362
Crescent Grove Advisors
Illinois
$809K +$473K +10,967 +141%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$806K – – –
PMFA
364
Plante Moran Financial Advisors
Michigan
$781K -$310K -7,176 -28%
RCAG
365
Rehmann Capital Advisory Group
Michigan
$776K +$776K +17,965 New
KM
366
Kalos Management
Georgia
$774K -$87K -1,747 -10%
WI
367
Wintrust Investments
Illinois
$768K -$91.6K -2,124 -11%
PWM
368
Perigon Wealth Management
California
$763K -$208K -4,380 -21%
RSWM
369
Robertson Stephens Wealth Management
California
$763K +$66.6K +1,541 +10%
DBT
370
Dubuque Bank & Trust
Iowa
$760K -$40.4K -937 -5%
CG
371
Cutler Group
California
$759K +$759K +17,582 New
AWM
372
Avior Wealth Management
Nebraska
$758K -$5.57K -129 -0.7%
OAM
373
Occidental Asset Management
California
$755K – – –
EW
374
Evoke Wealth
California
$754K +$754K +17,460 New
VVP
375
Venture Visionary Partners
Ohio
$745K -$78.4K -1,818 -10%
13 14
15
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