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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 %
OWP
701
Obermeyer Wealth Partners
Colorado
$235K – – –
BF
702
Blankinship & Foster
California
$234K +$1.73K +29 +0.7%
SCA
703
Snowden Capital Advisors
New York
$230K -$20.6K -345 -8%
VC
704
Vicus Capital
Pennsylvania
$229K -$2.5K -42 -1%
PL
705
Plancorp LLC
Missouri
$228K – – –
GP
706
Geneva Partners
Wisconsin
$228K +$4.23K +71 +2%
AIC
707
Archer Investment Corporation
Indiana
$228K +$57K +954 +33%
AUB
708
Atlantic Union Bankshares
Virginia
$227K – – –
CFG
709
Cooper Financial Group
California
$227K +$227K +3,815 New
TNBTD
710
Trustmark National Bank Trust Department
Mississippi
$226K – – –
PA
711
Pinnacle Associates
New York
$226K +$3.17K +53 +1%
LWM
712
Lyell Wealth Management
California
$226K +$226K +3,794 New
BAS
713
Brown Advisory Securities
Maryland
$224K – – –
DWT
714
Dorsey & Whitney Trust
South Dakota
$224K +$224K +3,760 New
CA
715
Claro Advisors
Massachusetts
$223K +$223K +3,747 New
CGL
716
Clarius Group LLC
Washington
$222K – – –
PMG
717
ProVise Management Group
Florida
$220K -$17.3K -290 -7%
BAM
718
Belpointe Asset Management
Nevada
$220K +$220K +3,681 New
MFGP
719
Marshall Financial Group (Pennsylvania)
Pennsylvania
$217K – – –
WC
720
Wealth CMT
New Jersey
$217K +$217K +3,648 New
JFA
721
JNBA Financial Advisors
Minnesota
$216K – – –
CAAS
722
Capital Asset Advisory Services
Michigan
$216K +$216K +3,535 New
MI
723
Markston International
New York
$215K – – –
SG
724
StoneX Group
New York
$215K +$358 +6 +0.2%
SWM
725
SeaCrest Wealth Management
New York
$215K +$215K +3,607 New
27 28
29
30 31