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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
$282M
2
Bank of America
Bank of America
North Carolina
$3.02B
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$61.4M
4
US Bancorp
US Bancorp
Minnesota
$573M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$843M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
HNB
Huntington National Bank
Ohio
$52.5M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
BWM
Baystate Wealth Management
Massachusetts
$50.2M
5
Wells Fargo
Wells Fargo
California
$2.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
626
Inverness Counsel
New York
$318K -$299K – –
ST
627
Sageworth Trust
Pennsylvania
$318K – – –
MLFP
628
MPS Loria Financial Planners
Illinois
$318K +$2.08K +35 +0.7%
RBC
629
Roble Belko & Company
Pennsylvania
$314K – – –
AWA
630
Arkadios Wealth Advisors
Georgia
$314K +$314K +5,086 New
CBFP
631
Cedar Brook Financial Partners
Ohio
$313K +$1.01K +17 +0.3%
NIC
632
Northwest Investment Counselors
Oregon
$313K +$313K +5,253 New
NIM
633
Northeast Investment Management
Massachusetts
$309K -$5.18K -87 -2%
MWM
634
Mission Wealth Management
California
$309K +$1.01K +17 +0.3%
TFA
635
TPG Financial Advisors
Oregon
$303K +$21.7K +364 +8%
WC
636
Weil Company
California
$300K +$300K +5,036 New
WWM
637
Western Wealth Management
Colorado
$299K -$4.65K -78 -2%
GFS
638
GYL Financial Synergies
Connecticut
$299K – – –
BWA
639
BDO Wealth Advisors
Florida
$296K – – –
AWA
640
ARS Wealth Advisors
Florida
$296K +$296K +4,958 New
BFA
641
Bragg Financial Advisors
North Carolina
$295K – – –
SW
642
SkyOak Wealth
Michigan
$295K +$295K +4,940 New
OC
643
Oppenheimer & Co
New York
$294K – – –
OWM
644
Orgel Wealth Management
Wisconsin
$294K +$294K +4,927 New
HW
645
Hancock Whitney
Mississippi
$293K +$7.4K +124 +3%
TI
646
tru Independence
Oregon
$293K +$293K +6,784 New
PWA
647
Providence Wealth Advisors
Illinois
$291K – – –
IA
648
IFG Advisory
Georgia
$291K +$59 +1 +0%
PWS
649
Paragon Wealth Strategies
Florida
$291K +$596 +10 +0.2%
APW
650
Aurora Private Wealth
New Jersey
$291K +$291K +4,879 New
24 25
26
27 28