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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 %
LRIA
651
Leonard Rickey Investment Advisors
Washington
$289K – – –
CAM
652
Crestone Asset Management
Colorado
$289K – – –
PA
653
Parallel Advisors
California
$288K -$35.8K -599 -11%
LFS
654
Lutz Financial Services
Nebraska
$288K +$1.85K +31 +0.6%
S
655
Surevest
California
$288K +$14.3K +239 +5%
EBT
656
Enterprise Bank & Trust
Massachusetts
$286K – – –
AIA
657
Arbor Investment Advisors
North Carolina
$284K -$23.6K -395 -8%
AIM
658
Aspen Investment Management
Michigan
$284K -$9.18K -154 -3%
KJHP
659
K.J. Harrison & Partners
Ontario, Canada
$282K +$282K +4,730 New
FAIM
660
Financial Advocates Investment Management
Washington
$281K -$6.86K -115 -2%
NB
661
NBT Bank
New York
$280K +$59.6K +1,000 +27%
OPS
662
Orion Portfolio Solutions
Nebraska
$279K +$279K +4,688 New
FNBTCON
663
First National Bank & Trust Co of Newtown
Pennsylvania
$278K – – –
RZH
664
Relyea Zuckerberg Hanson
Connecticut
$277K +$277K +4,640 New
BHTS
665
Bar Harbor Trust Services
Maine
$275K +$275K +4,618 New
SCA
666
Stonebridge Capital Advisors
Minnesota
$274K -$21K -353 -7%
BIM
667
Baldwin Investment Management
Pennsylvania
$274K – – –
WOC
668
West Oak Capital
California
$274K – – –
HFP
669
Holistic Financial Partners
Indiana
$274K – – –
PCIA
670
Prime Capital Investment Advisors
Kansas
$274K – – –
CIA
671
Capital Investment Advisors
Georgia
$272K -$61.4K -1,028 -18%
BWM
672
BerganKDV Wealth Management
Minnesota
$272K +$60 +1 +0%
CFW
673
CA Family Wealth
California
$272K +$272K +4,557 New
PWM
674
PBMares Wealth Management
Virginia
$271K +$271K +4,553 New
TCA
675
Transcend Capital Advisors
New Jersey
$270K +$270K +4,526 New
25 26
27
28 29