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

Top Sellers

1
SV
1
Starboard Value
New York
$0
2
Ameriprise
2
Ameriprise
Minnesota
$197M
3
HNB
3
Huntington National Bank
Ohio
$29.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$581M
5
UBS Group
5
UBS Group
Switzerland
$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$12.1M +$266K +6,154 +2%
PG
77
Proffitt & Goodson
Tennessee
$12.1M +$41.7K +966 +0.3%
ACB
78
Aristotle Capital Boston
Massachusetts
$11.9M +$400K +9,262 +3%
DADC
79
D.A. Davidson & Co
Montana
$11.7M -$16.4K -380 -0.1%
HFS
80
Hantz Financial Services
Michigan
$11.4M +$11.4M +264,182 New
TAIM
81
TD Ameritrade Investment Management
Nebraska
$11.2M +$9.77M +226,282 +673%
CG
82
Colony Group
Massachusetts
$10.9M +$169K +3,919 +2%
GG
83
Gofen & Glossberg
Illinois
$10.4M +$30.4K +704 +0.3%
BPB
84
Badgley, Phelps & Bell
Washington
$10.3M -$6.94M -160,804 -40%
PSUF
85
People's United Financial
Connecticut
$10.3M +$64.7K +1,498 +0.6%
PP
86
Pegasus Partners
Wisconsin
$10.3M +$1.66M +38,431 +19%
SQA
87
Simon Quick Advisors
New Jersey
$10.2M +$1.47M +33,959 +17%
Comerica Bank
88
Comerica Bank
Texas
$10.2M -$929K -19,609 -8%
AF
89
Alerus Financial
North Dakota
$10.2M -$12.2K -283 -0.1%
Stifel Financial
90
Stifel Financial
Missouri
$9.95M -$1.54M -35,574 -13%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$9.61M -$337K -8,198 -3%
SIC
92
Sigma Investment Counselors
Michigan
$9.59M +$3.01M +69,782 +46%
Cerity Partners
93
Cerity Partners
New York
$9.39M +$5.94M +137,552 +172%
FA
94
FDx Advisors
Illinois
$9.29M -$10.8K -250 -0.1%
Kayne Anderson Rudnick Investment Management
95
Kayne Anderson Rudnick Investment Management
California
$9.05M -$475K -11,004 -5%
FSC
96
Full Sail Capital
Oklahoma
$9.01M +$3.63M +72,475 +67%
TCB
97
Texas Capital Bancshares
Texas
$8.54M +$2.84M +65,834 +50%
MAFM
98
Mid Atlantic Financial Management
Pennsylvania
$8.42M -$2.43M -56,364 -22%
BRWM
99
B. Riley Wealth Management
Tennessee
$8.09M +$1.7M +39,395 +27%
CCM
100
Coldstream Capital Management
Washington
$8.04M -$207K -4,805 -3%
2 3
4
5 6