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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.

Holders
834
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
16.88%
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
SIA
4
Stegner Investment Associates
Kentucky
$19.5M
5
UBS Group
5
UBS Group
Switzerland
$379M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.32B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$992M
3
Ameriprise
3
Ameriprise
Minnesota
$232M
4
Bank of America
4
Bank of America
North Carolina
$3B
5
RJA
5
Raymond James & Associates
Florida
$52.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$95.4M 1,663,318 +54,404 +3%
JIC
27
Johnson Investment Counsel
Ohio
$81.7M 1,424,234 +16,209 +1%
JFG
28
JMG Financial Group
Illinois
$76.3M 1,329,041 -13,219 -1%
BUB
29
BBVA USA Bancshares
Texas
$72.5M 1,262,704 -73,785 -6%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$71.8M 1,251,935 -122,805 -9%
SF
31
Synovus Financial
Georgia
$62.9M 1,096,732 -10,057 -0.9%
CTB
32
Country Trust Bank
Illinois
$59.9M 1,043,672 -23,265 -2%
CCA
33
Catalyst Capital Advisors
New York
$57.8M 1,006,995 -180,503 -15%
MRC
34
Millburn Ridgefield Corp
New York
$57.8M 1,006,995 -180,503 -15%
M&T Bank
35
M&T Bank
New York
$57.6M 1,004,625 -48,311 -5%
Franklin Resources
36
Franklin Resources
California
$55.6M 968,957 +7,127 +0.7%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$54.6M 951,048 +36,889 +4%
Stifel Financial
38
Stifel Financial
Missouri
$54.2M 944,344 -7,168 -0.8%
RJA
39
Raymond James & Associates
Florida
$52.2M 910,324 -237,581 -21%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$52.2M 909,969 -35,210 -4%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$50.6M 881,528 +11,139 +1%
WT
42
Washington Trust
Rhode Island
$49.7M 865,409 -14,202 -2%
GC
43
Gilbert & Cook
Iowa
$47.5M 828,884 +1,620 +0.2%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$47.4M 825,399 +17,169 +2%
AFG
45
Albion Financial Group
Utah
$46.4M 808,365 -10,026 -1%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$46M 801,401 -2,299 -0.3%
TCBWMS
47
Texas Capital Bank Wealth Management Services
Texas
$40.9M 712,653 +67,189 +10%
CBB
48
Citizens Business Bank
California
$38.3M 667,071 +33,932 +5%
OC
49
Oakworth Capital
Alabama
$35.7M 622,864 +5,918 +1%
GAB
50
German American Bancorp
Indiana
$34.9M 608,209 +8,010 +1%
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