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iShares Russell Mid-Cap ETF
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Overview Fund Activity

830 hedge funds and large institutions have $15.2B invested in iShares Russell Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 239 increasing their positions, 340 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+22
Holders Change %
+2.72%
% of All Funds
17.06%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.07%
New
82
Increased
239
Reduced
340
Closed
56
Calls
$25.6M
Puts
$1.15M
Net Calls
+$24.4M
Net Calls Change
+$23.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$403M
2
US Bancorp
2
US Bancorp
Minnesota
$599M
3
Franklin Resources
3
Franklin Resources
California
$54.4M
4
Northern Trust
4
Northern Trust
Illinois
$432M
5
Stifel Financial
5
Stifel Financial
Missouri
$51M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$60.1M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$57.9M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$473M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$947M
5
HNB
5
Huntington National Bank
Ohio
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
551
Trust Company of Vermont
Vermont
$393K -$530K -9,891 -57%
LDB
552
Lee, Danner & Bass
Tennessee
$389K -$6.44K -120 -2%
AWM
553
Altavista Wealth Management
North Carolina
$386K – – –
WPW
554
Waldron Private Wealth
Pennsylvania
$383K – – –
TNB
555
Thomasville National Bank
Georgia
$382K -$47.2K -882 -11%
SVWAG
556
Sound View Wealth Advisors Group
Georgia
$381K +$381K +7,100 New
ESB
557
Essex Savings Bank
Connecticut
$377K – – –
BFC
558
Bedel Financial Consulting
Indiana
$372K -$5.63K -105 -1%
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$370K -$8.42K -157 -2%
SFG
560
StrategIQ Financial Group
Indiana
$367K -$90.9K -1,696 -20%
FAM
561
Flaharty Asset Management
Florida
$367K – – –
JHCP
562
Jackson Hole Capital Partners
Oklahoma
$366K +$366K +6,835 New
CCM
563
Covington Capital Management
California
$364K -$187K -3,497 -34%
RC
564
Rinet Company
Massachusetts
$361K -$183K -3,408 -34%
NFC
565
Northeast Financial Consultants
Connecticut
$361K -$71.5K -1,333 -17%
TVAMP
566
Tennessee Valley Asset Management Partners
Tennessee
$360K -$67.7K -1,262 -16%
FFBTD
567
First Financial Bank - Trust Division
Ohio
$359K – – –
SFS
568
Sowell Financial Services
Arkansas
$359K +$1.13K +21 +0.3%
HCA
569
Harbour Capital Advisors
Virginia
$355K -$67K -1,250 -16%
UWM
570
USAdvisors Wealth Management
Minnesota
$354K +$30.5K +570 +9%
BWP
571
Bernardo Wealth Planning
Pennsylvania
$351K -$144K -2,685 -29%
MCM
572
Maryland Capital Management
Maryland
$351K – – –
FPCG
573
Fort Pitt Capital Group
Pennsylvania
$351K +$19.1K +357 +6%
PO
574
Private Ocean
California
$349K +$588 +11 +0.2%
MWM
575
Mission Wealth Management
California
$348K +$16.9K +315 +5%
21 22
23
24 25