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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 %
CAGAS
876
Capital Advisory Group Advisory Services
Minnesota
$5K 80 – –
SIS
877
Sound Income Strategies
Florida
$4K 60 – –
TCWM
878
Total Clarity Wealth Management
Illinois
$4K 75 +75 New
RFM
879
Royal Fund Management
Florida
$3K 64 – –
FA
880
Faithward Advisors
Pennsylvania
$2K 40 +40 New
LWA
881
Lenox Wealth Advisors
New York
$1K 20 – –
SWM
882
Sugarloaf Wealth Management
Georgia
$1K 20 +20 New
FCH
883
Freestone Capital Holdings
Washington
$402 6,744 +6,744 New
AC
884
Asio Capital
Kentucky
$77 1,300 +1,300 New
LS
885
Leelyn Smith
Illinois
$46 768 +768 New
SHWM
886
Silicon Hills Wealth Management
Texas
$24 1 +1 New
M&T Bank
887
M&T Bank
New York
– – -1,175,456 Closed
FTIOP
888
Fiduciary Trust International of Pennsylvania
Pennsylvania
– – -909,235 Closed
UBS AM
889
UBS AM
Illinois
– – -41,151 Closed
EW
890
Evoke Wealth
California
– – -22,165 Closed
Axa
891
Axa
France
– – -11,620 Closed
NSCM
892
New South Capital Management
Tennessee
– – -10,680 Closed
CCM
893
Coe Capital Management
Illinois
– – -9,160 Closed
TSS
894
Two Sigma Securities
New York
– – -7,679 Closed
Millennium Management
895
Millennium Management
New York
– – -7,372 Closed
MC
896
Martin & Co
Tennessee
– – -7,310 Closed
SWM
897
Sequoia Wealth Management
Illinois
– – -5,635 Closed
SKK
898
Shepherd Kaplan Krochuk
Massachusetts
– – -5,438 Closed
KWA
899
KCS Wealth Advisory
California
– – -4,762 Closed
Neuberger Berman Group
900
Neuberger Berman Group
New York
– – -3,996 Closed
33 34 35
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