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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 %
BF
876
Blankinship & Foster
California
– -$234K -3,925 Closed
FAM
877
Formidable Asset Management
Ohio
– -$240K -3,924 Closed
SCA
878
Snowden Capital Advisors
New York
– -$230K -3,860 Closed
VC
879
Vicus Capital
Pennsylvania
– -$229K -3,846 Closed
GP
880
Geneva Partners
Wisconsin
– -$228K -3,831 Closed
PL
881
Plancorp LLC
Missouri
– -$228K -3,825 Closed
CFG
882
Cooper Financial Group
California
– -$227K -3,815 Closed
TNBTD
883
Trustmark National Bank Trust Department
Mississippi
– -$226K -3,796 Closed
LWM
884
Lyell Wealth Management
California
– -$226K -3,794 Closed
DWT
885
Dorsey & Whitney Trust
South Dakota
– -$224K -3,760 Closed
BAS
886
Brown Advisory Securities
Maryland
– -$224K -3,754 Closed
CA
887
Claro Advisors
Massachusetts
– -$223K -3,747 Closed
PMG
888
ProVise Management Group
Florida
– -$220K -3,682 Closed
CGL
889
Clarius Group LLC
Washington
– -$222K -3,672 Closed
PCMC
890
Private Capital Management (Colorado)
Colorado
– -$204K -3,643 Closed
MFGP
891
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$217K -3,639 Closed
NPF
892
Norris Perne & French
Michigan
– -$215K -3,608 Closed
SWM
893
SeaCrest Wealth Management
New York
– -$215K -3,607 Closed
SG
894
StoneX Group
New York
– -$215K -3,607 Closed
BFS
895
Bradley Foster & Sargent
Connecticut
– -$210K -3,520 Closed
HP
896
HT Partners
Connecticut
– -$210K -3,516 Closed
AI
897
Accredited Investors
Minnesota
– -$208K -3,490 Closed
GIA
898
Guyasuta Investment Advisors
Pennsylvania
– -$206K -3,448 Closed
PAMG
899
Patton Albertson Miller Group
Tennessee
– -$205K -3,441 Closed
LIM
900
Leavell Investment Management
Alabama
– -$204K -3,429 Closed
34 35
36
37 38