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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.

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
1
Truist Financial
North Carolina
$282M
2
Bank of America
2
Bank of America
North Carolina
$3.02B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$61.4M
4
US Bancorp
4
US Bancorp
Minnesota
$573M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$843M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
BWM
3
Baystate Wealth Management
Massachusetts
$50.2M
4
Wells Fargo
4
Wells Fargo
California
$2.33B
5
Ameriprise
5
Ameriprise
Minnesota
$346M
Name Market Value Shares Shares
Change 		Shares
Change %
KPW
776
Kore Private Wealth
New York
$113K 1,892 +1,892 New
GWMIA
777
Global Wealth Management Investment Advisory
Florida
$111K 1,868 – –
FFW
778
Fusion Family Wealth
New York
$110K 1,838 -140 -7%
1W
779
1776 Wealth
Georgia
$107K 1,800 +1,800 New
FWM
780
FSA Wealth Management
Massachusetts
$104K 1,740 +1,740 New
EWM
781
Endurance Wealth Management
Rhode Island
$103K 1,727 – –
SFSIG
782
San Francisco Sentry Investment Group
California
$99K 1,660 – –
SFSG
783
Stearns Financial Services Group
North Carolina
$99K 1,654 +164 +11%
CAL
784
Capital Advisors Ltd
Ohio
$97K 1,635 -19,793 -92%
WAP
785
Wealthcare Advisory Partners
Pennsylvania
$92K 1,540 – –
FPFS
786
First Personal Financial Services
North Carolina
$89K 1,500 – –
EI
787
Ellevest Inc
New York
$88K 1,468 – –
BA
788
Ballast Advisors
Minnesota
$88K 1,476 +1,476 New
HWA
789
HCR Wealth Advisors
California
$83K 1,326 +1,326 New
Chevy Chase Trust
790
Chevy Chase Trust
Maryland
$83K 1,396 +1,396 New
SBL
791
Sargent Bickham Lagudis
Colorado
$81K 1,353 -409 -23%
FA
792
Fortis Advisors
Pennsylvania
$80K 1,347 +11 +0.8%
FMTCOCP
793
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76K 1,280 – –
AIA
794
Arcadia Investment Advisors
Idaho
$73.9K 1,240 – –
ACA
795
Atlas Capital Advisors
Wyoming
$69.2K 1,160 – –
HI
796
Hudock Inc
Pennsylvania
$67K 1,135 – –
ACM
797
AUA Capital Management
Pennsylvania
$66K 1,108 – –
GRP
798
Global Retirement Partners
California
$64K 1,072 +20 +2%
GEA
799
Glen Eagle Advisors
New Jersey
$63.9K 1,071 +2 +0.2%
RWG
800
Regal Wealth Group
California
$63K 1,060 +6 +0.6%
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