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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 %
TFA
576
Transamerica Financial Advisors
Florida
$400K -$70.4K -1,178 -15%
MCM
577
Maryland Capital Management
Maryland
$398K -$63.8K -1,070 -14%
VOYA Investment Management
578
VOYA Investment Management
Georgia
$393K +$393K +6,588 New
BTW
579
Boston Trust Walden
Massachusetts
$392K +$27.4K +460 +8%
PAM
580
Palisade Asset Management
Minnesota
$391K -$34K -571 -8%
CWM
581
Cordatus Wealth Management
Pennsylvania
$389K -$6.67K -112 -2%
PO
582
Private Ocean
California
$389K +$597 +10 +0.2%
TFS
583
Thoroughbred Financial Services
Tennessee
$388K +$79.7K +1,336 +26%
FLA
584
Financial Life Advisors
Texas
$387K -$14.2K -239 -4%
AMCA
585
Arthur M. Cohen & Associates
Illinois
$386K +$386K +6,477 New
EWP
586
Engrave Wealth Partners
Texas
$386K +$386K +6,484 New
WI
587
Wedgewood Investors
Pennsylvania
$385K – – –
EWM
588
Evermay Wealth Management
Virginia
$384K – – –
BPCE
589
Bank Pictet & Cie (Europe)
Germany
$383K – – –
CST
590
Charles Schwab Trust
Nevada
$382K -$38.6K -648 -9%
CIBC World Market
591
CIBC World Market
Ontario, Canada
$382K +$69.3K +1,163 +22%
FPCG
592
Fort Pitt Capital Group
Pennsylvania
$380K – – –
MCA
593
Mercer Capital Advisers
New Jersey
$373K – – –
FPB
594
First PREMIER Bank
South Dakota
$373K – – –
PFG
595
Pacific Financial Group
Washington
$371K -$53.1K -891 -13%
BSB
596
Bangor Savings Bank
Maine
$370K +$15K +251 +4%
NCM
597
Neumann Capital Management
California
$368K +$179 +3 +0%
AI
598
Atria Investments
North Carolina
$361K -$1.21M -20,259 -77%
CBN
599
Cadence Bank NA
Texas
$361K +$87.1K +1,460 +32%
UWPG
600
Ullmann Wealth Partners Group
Florida
$360K -$16K -268 -4%
22 23
24
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