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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 %
ZIM
851
Zacks Investment Management
Illinois
– – -7,265 Closed
NCM
852
Narwhal Capital Management
Georgia
– – -6,967 Closed
FPCP
853
Fort Point Capital Partners
California
– – -6,857 Closed
WKWM
854
Walter & Keenan Wealth Management
Indiana
– – -6,517 Closed
LSA
855
L & S Advisors
California
– – -6,250 Closed
MPW
856
MA Private Wealth
California
– – -5,925 Closed
AFM
857
Andesa Financial Management
Pennsylvania
– – -5,714 Closed
IWA
858
Intercontinental Wealth Advisors
Texas
– – -5,700 Closed
VOYA Investment Management
859
VOYA Investment Management
Georgia
– – -5,592 Closed
S
860
Surevest
California
– – -5,536 Closed
CBFP
861
Cedar Brook Financial Partners
Ohio
– – -5,251 Closed
EWM
862
Empirical Wealth Management
Washington
– – -4,761 Closed
WANY
863
Wealthspire Advisors (New York)
New York
– – -4,760 Closed
EA
864
Emerald Advisors
Washington
– – -4,312 Closed
CT
865
Clearstead Trust
Maine
– – -3,500 Closed
CAN
866
Claraphi Advisory Network
United States
– – -2,633 Closed
AA
867
Advisory Alpha
Michigan
– – -1,804 Closed
WAP
868
Wealthcare Advisory Partners
Pennsylvania
– – -1,568 Closed
OFG
869
OmniStar Financial Group
North Carolina
– – -1,557 Closed
PW
870
Price Wealth
Texas
– – -1,435 Closed
ONST
871
Old North State Trust
North Carolina
– – -1,387 Closed
MWM
872
MBE Wealth Management
Wisconsin
– – -1,181 Closed
SMFS
873
Squar Milner Financial Services
California
– – -1,050 Closed
LIA
874
LS Investment Advisors
Michigan
– – -1,000 Closed
PP
875
PrairieView Partners
Minnesota
– – -996 Closed
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