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iShares Russell Mid-Cap ETF
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Overview Fund Activity

808 hedge funds and large institutions have $12.3B invested in iShares Russell Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 249 increasing their positions, 334 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-75
Holders Change %
-8.49%
% of All Funds
17.85%
Holding in Top 10
50
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-23.08%
% of All Funds
1.1%
New
59
Increased
249
Reduced
334
Closed
121
Calls
$4.81M
Puts
$3.65M
Net Calls
+$1.17M
Net Calls Change
-$485K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$248M
2
Wells Fargo
Wells Fargo
California
$1.78B
3
Bank of America
Bank of America
North Carolina
$2.27B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$419M
5
M&T Bank
M&T Bank
New York
$48M

Top Sellers

1
SV
Starboard Value
New York
$0
2
Ameriprise
Ameriprise
Minnesota
$197M
3
HNB
Huntington National Bank
Ohio
$29.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$581M
5
UBS Group
UBS Group
Switzerland
$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
826
Seizert Capital Partners
Michigan
– -$856K -14,350 Closed
PLU
827
Performa Ltd (US)
South Carolina
– -$675K -11,322 Closed
MOACM
828
Mutual of America Capital Management
New York
– -$604K -10,132 Closed
BC
829
Brinker Capital
Pennsylvania
– -$600K -10,058 Closed
CAG
830
Crestwood Advisors Group
Massachusetts
– -$570K -9,558 Closed
LFA
831
Legacy Financial Advisors
Kentucky
– -$545K -9,136 Closed
SC
832
Schoolcraft Capital
Colorado
– -$527K -8,832 Closed
PCA
833
Personal Capital Advisors
California
– -$502K -8,428 Closed
MCM
834
Maple Capital Management
Vermont
– -$477K -8,000 Closed
MFG
835
Magnus Financial Group
New York
– -$475K -7,961 Closed
PAG
836
Pinnacle Advisory Group
Maryland
– -$473K -7,936 Closed
TI
837
Truepoint Inc
Ohio
– -$459K -7,692 Closed
TI
838
tru Independence
Oregon
– -$293K -6,784 Closed
FCH
839
Freestone Capital Holdings
Washington
– -$402 -6,744 Closed
FLA
840
Financial Life Advisors
Texas
– -$387K -6,495 Closed
AI
841
Atria Investments
North Carolina
– -$361K -6,059 Closed
NB
842
Nicolet Bankshares
Wisconsin
– -$325K -5,459 Closed
ST
843
Sageworth Trust
Pennsylvania
– -$318K -5,337 Closed
SW
844
SkyOak Wealth
Michigan
– -$295K -4,940 Closed
OWM
845
Orgel Wealth Management
Wisconsin
– -$294K -4,927 Closed
IA
846
IFG Advisory
Georgia
– -$291K -4,895 Closed
PWS
847
Paragon Wealth Strategies
Florida
– -$291K -4,885 Closed
CAM
848
Crestone Asset Management
Colorado
– -$289K -4,848 Closed
LRIA
849
Leonard Rickey Investment Advisors
Washington
– -$289K -4,848 Closed
AIM
850
Aspen Investment Management
Michigan
– -$284K -4,764 Closed
32 33
34
35 36