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iShares Russell Mid-Cap ETF
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Overview Fund Activity

830 hedge funds and large institutions have $15.2B invested in iShares Russell Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 239 increasing their positions, 340 reducing their positions, and 56 closing their positions.

Holders
830
Holders Change
+22
Holders Change %
+2.72%
% of All Funds
17.06%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.07%
New
82
Increased
239
Reduced
340
Closed
56
Calls
$25.6M
Puts
$1.15M
Net Calls
+$24.4M
Net Calls Change
+$23.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$403M
2
US Bancorp
2
US Bancorp
Minnesota
$599M
3
Franklin Resources
3
Franklin Resources
California
$54.4M
4
Northern Trust
4
Northern Trust
Illinois
$432M
5
Stifel Financial
5
Stifel Financial
Missouri
$51M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$60.1M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$57.9M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$473M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$947M
5
MRC
5
Millburn Ridgefield Corp
New York
$63.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CAGAS
826
Capital Advisory Group Advisory Services
Minnesota
$4K 80 – –
WAMC
827
Western Asset Management Company
California
$3K 54 +54 New
PFO
828
Pathstone Family Office
New Jersey
$2K 44 -502 -92%
FA
829
Faithward Advisors
Pennsylvania
$1K 12 -16 -57%
SWM
830
Sugarloaf Wealth Management
Georgia
$1K 20 – –
JG
831
Jefferies Group
New York
$254 4,740 -7,693 -62%
WIM
832
Westside Investment Management
California
$12 228 – –
SS
833
Sunbelt Securities
Texas
– – -299,166 Closed
BCV
834
Banque Cantonale Vaudoise
Switzerland
– – -169,000 Closed
FC
835
Fulcrum Capital
Washington
– – -103,653 Closed
MAS
836
Madden Advisory Services
Florida
– – -77,220 Closed
SC
837
Sepio Capital
Utah
– – -69,877 Closed
BAC
838
Boys Arnold & Co
North Carolina
– – -32,199 Closed
PV
839
Private Vista
Illinois
– – -22,998 Closed
WA
840
Wealth Alliance
New York
– – -19,401 Closed
AIS
841
American Investment Services
Massachusetts
– – -19,014 Closed
VAS
842
Vestmark Advisory Solutions
Massachusetts
– – -15,700 Closed
Jane Street
843
Jane Street
New York
– – -15,560 Closed
AP
844
Americana Partners
Texas
– – -10,876 Closed
MYIA
845
Mount Yale Investment Advisors
Colorado
– – -10,261 Closed
CPO
846
Cerity Partners OCIO
New York
– – -10,008 Closed
WJWM
847
Williams Jones Wealth Management
New York
– – -8,760 Closed
Simplex Trading
848
Simplex Trading
Illinois
– – -8,636 Closed
VWM
849
Vigilare Wealth Management
Arizona
– – -8,022 Closed
FPS
850
Fieldpoint Private Securities
Connecticut
– – -7,273 Closed
32 33
34
35 36