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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 %
SMFS
801
Squar Milner Financial Services
California
$62K 1,050 +1,050 New
EP
802
Eudaimonia Partners
Tennessee
$61K 1,017 +1,017 New
CA
803
CXI Advisors
Indiana
$60K 1,005 +1,005 New
KTC
804
Kistler-Tiffany Companies
Pennsylvania
$54K 900 – –
ADL
805
Asset Dedication LLC
California
$50K 840 – –
IA
806
Independence Advisors
Pennsylvania
$48K 800 +800 New
SFPG
807
Stonebridge Financial Planning Group
Florida
$48K 800 +800 New
TVWM
808
Tower View Wealth Management
Wisconsin
$47K 792 – –
HIM
809
HawsGoodwin Investment Management
Tennessee
$47K 785 +785 New
PAI
810
Pittenger & Anderson Inc
Nebraska
$46K 772 – –
NG
811
NWK Group
California
$46K 766 +766 New
BCI
812
Brinker Capital Investments
Pennsylvania
$43K 729 +2 +0.3%
TFS
813
TrustCore Financial Services
Tennessee
$42K 700 – –
HCA
814
Horan Capital Advisors
Ohio
$42K 700 – –
PWP
815
Personal Wealth Partners
Minnesota
$42K 700 – –
CIAS
816
Capital Investment Advisory Services
North Carolina
$41K 695 -40 -5%
CWA
817
Core Wealth Advisors
Florida
$41K 688 +688 New
CYG
818
Clean Yield Group
Vermont
$39K 656 +656 New
WQ
819
Wealth Quarterback
New Jersey
$37.2K 13,263 +13,263 New
KC
820
Knuff & Co
California
$37K 620 – –
RCM
821
Robinson Capital Management
Michigan
$37K 620 +620 New
CIR
822
Clear Investment Research
Georgia
$37K 625 +625 New
RTC
823
Riverview Trust Company
Washington
$35K 588 – –
CB
824
Community Bank
New York
$35K 580 – –
AA
825
AlphaMark Advisors
Kentucky
$33K 550 – –
31 32
33
34 35