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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 %
OIA
626
Optimum Investment Advisors
Illinois
$281K -$21.3K -398 -7%
PWLP
627
Prio Wealth Limited Partnership
Massachusetts
$280K +$280K +5,216 New
TF
628
TimeScale Financial
Massachusetts
$279K +$82.1K +1,520 +42%
SW
629
SteelPeak Wealth
California
$279K +$279K +5,203 New
WI
630
Wintrust Investments
Illinois
$275K -$680K -12,672 -71%
WC
631
Weil Company
California
$270K – – –
MLFP
632
MPS Loria Financial Planners
Illinois
$270K +$1.93K +36 +0.7%
PFG
633
Pacific Financial Group
Washington
$269K – – –
GFS
634
GYL Financial Synergies
Connecticut
$268K – – –
AWA
635
ARS Wealth Advisors
Florida
$266K +$107 +2 +0%
CIA
636
Capital Investment Advisors
Georgia
$265K +$265K +4,935 New
IAIM
637
International Assets Investment Management
Florida
$264K -$138K -2,583 -34%
NIM
638
Northeast Investment Management
Massachusetts
$263K – – –
CSIC
639
Clifford Swan Investment Counsel
California
$262K -$10.7K -200 -4%
BWA
640
BDO Wealth Advisors
Florida
$262K -$4.29K -80 -2%
PWA
641
Providence Wealth Advisors
Illinois
$262K – – –
NA
642
NewEdge Advisors
Louisiana
$259K -$137K -2,563 -35%
EBT
643
Enterprise Bank & Trust
Massachusetts
$257K – – –
State Street
644
State Street
Massachusetts
$255K -$2.81M -52,410 -92%
C
645
Certuity
Florida
$255K +$255K +4,764 New
MC
646
Martin & Co
Tennessee
$253K -$10.7K -200 -4%
TFA
647
TPG Financial Advisors
Oregon
$253K – – –
CAL
648
Capital Advisors Ltd
Ohio
$253K +$122K +1,530 +94%
NB
649
NBT Bank
New York
$252K – – –
CBT
650
Central Bank & Trust
Kentucky
$252K +$66.5K +1,240 +36%
24 25
26
27 28