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iShares Russell Mid-Cap ETF
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Overview Fund Activity

834 hedge funds and large institutions have $16.3B invested in iShares Russell Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 222 increasing their positions, 336 reducing their positions, and 42 closing their positions.

Holders
834
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
16.87%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.21%
New
54
Increased
222
Reduced
336
Closed
42
Calls
$25.7M
Puts
$2.75M
Net Calls
+$23M
Net Calls Change
-$1.46M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$708M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$101M
3
AAS
3
Avantax Advisory Services
Texas
$100M
4
SIA
4
Stegner Investment Associates
Kentucky
$19.5M
5
UBS Group
5
UBS Group
Switzerland
$379M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.32B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$992M
3
Ameriprise
3
Ameriprise
Minnesota
$232M
4
Bank of America
4
Bank of America
North Carolina
$3B
5
RJA
5
Raymond James & Associates
Florida
$52.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FRA
701
Front Row Advisors
California
$191K 2,885 – –
FCH
702
Freestone Capital Holdings
Washington
$189K 3,300 +3,300 New
HWM
703
HighMark Wealth Management
Minnesota
$185K 3,224 +6 +0.2%
IF
704
Ironwood Financial
Arizona
$183K 3,192 -378 -11%
1IA
705
1834 Investment Advisors
Wisconsin
$179K 3,120 – –
First Manhattan
706
First Manhattan
New York
$176K 3,068 – –
WCG
707
Weaver Consulting Group
California
$174K 3,024 +200 +7%
CMA
708
Cedar Mountain Advisors
Oregon
$171K 2,977 -152 -5%
PCTC
709
Perkins Coie Trust Company
Washington
$162K 2,824 – –
EARNEST Partners
710
EARNEST Partners
Georgia
$156K 2,726 -288 -10%
CAAS
711
Capital Asset Advisory Services
Michigan
$155K 2,695 – –
JFA
712
JNBA Financial Advisors
Minnesota
$151K 2,635 -991 -27%
CFA
713
Carroll Financial Associates
North Carolina
$151K 2,638 – –
HCM
714
Hillman Capital Management
Maryland
$151K 2,633 +86 +3%
LGWM
715
Litman Gregory Wealth Management
California
$149K 2,596 -13,000 -83%
WC
716
Westwind Capital
New Mexico
$147K 2,569 – –
ARMC
717
American Research & Management Company
Massachusetts
$147K 2,560 – –
SIS
718
SVB Investment Services
Utah
$139K 2,421 – –
ATC
719
Adirondack Trust Company
New York
$139K 2,425 +38 +2%
BCP
720
Blue Chip Partners
Michigan
$136K 2,364 -316 -12%
FCM
721
Firestone Capital Management
Florida
$134K 2,336 – –
M
722
MOTCO
Texas
$134K 2,348 +200 +9%
MLFP
723
MPS Loria Financial Planners
Illinois
$133K 2,318 -2,713 -54%
TH
724
TCTC Holdings
Texas
$132K 2,300 – –
PFS
725
Prospera Financial Services
Texas
$131K 2,279 -21,712 -91%
27 28
29
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