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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 %
MGIA
426
Moneta Group Investment Advisors
Missouri
$815K +$329K +5,520 +68%
MHS
427
M Holdings Securities
Oregon
$811K -$131K -2,189 -14%
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$806K – – –
HC
429
HNP Capital
New York
$803K – – –
IBOK
430
Independence Bank of Kentucky
Kentucky
$803K +$44.7K +750 +6%
FLPIM
431
F.L. Putnam Investment Management
Massachusetts
$803K +$143K +2,406 +22%
VRM
432
Vectors Research Management
New York
$799K – – –
LSAG
433
Lake Street Advisors Group
New Hampshire
$799K +$3.58K +60 +0.4%
IWAG
434
Integer Wealth Advisors Group
Georgia
$793K +$793K +13,123 New
NPT
435
Nixon Peabody Trust
Massachusetts
$790K +$3.28K +55 +0.4%
GT
436
Greenleaf Trust
Michigan
$771K – – –
AF
437
Advisornet Financial
Minnesota
$770K +$324K +5,434 +73%
OWA
438
Outlook Wealth Advisors
Texas
$768K -$1.73K -29 -0.2%
FAAS
439
First Allied Advisory Services
California
$768K +$71.9K +1,203 +10%
TSW
440
Thompson Siegel & Walmsley
Virginia
$765K – – –
MC
441
Mathes Company
New York
$763K – – –
FAT
442
First American Trust
California
$756K -$23.6K -396 -3%
WF
443
Welch & Forbes
Massachusetts
$756K +$21.5K +360 +3%
MYIA
444
Mount Yale Investment Advisors
Colorado
$752K +$251K +4,253 +50%
FDCC
445
Foster Dykema Cabot & Co
Massachusetts
$751K -$121K -2,022 -14%
PRWA
446
Platte River Wealth Advisors
Colorado
$749K +$749K +12,673 New
PFC
447
Phocas Financial Corp
California
$746K -$371K – –
BFM
448
Broadview Financial Management
Wisconsin
$743K +$3.93K +66 +0.5%
HSA
449
HBK Sorce Advisory
Pennsylvania
$742K -$11.8K -197 -2%
JG
450
Jefferies Group
New York
$738K +$2.03K +34 +0.3%
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