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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 %
SWP
151
Summit Wealth Partners
Florida
$6.57M 110,148 +110,148 New
AWE
152
Avidian Wealth Enterprises
Texas
$6.54M 109,641 +3,006 +3%
PFM
153
Patton Fund Management
Texas
$6.51M 109,205 +2,976 +3%
CA
154
Cetera Advisors
Colorado
$6.43M 107,708 +2,037 +2%
MFP
155
Meridian Financial Partners
Virginia
$6.41M 107,301 +5,521 +5%
FPGK
156
Financial Partners Group (Kansas)
Kansas
$6.29M 104,404 +13,343 +15%
Citigroup
157
Citigroup
New York
$5.81M 97,369 +2,910 +3%
IDBONY
158
Israel Discount Bank of New York
New York
$5.74M 96,186 +8,726 +10%
JF
159
JSF Financial
California
$5.72M 96,015 -890 -0.9%
TTWM
160
TCV Trust & Wealth Management
Virginia
$5.57M 93,442 -3,565 -4%
BB
161
Busey Bank
Illinois
$5.54M 92,842 -687 -0.7%
AIM
162
Acropolis Investment Management
Missouri
$5.48M 91,828 -2,072 -2%
RPC
163
Rossmore Private Capital
Connecticut
$5.4M 90,606 -2,246 -2%
FWM
164
FFT Wealth Management
Pennsylvania
$5.25M 88,003 – –
BZWA
165
Blue Zone Wealth Advisors
California
$5.16M 86,529 +86,529 New
CWM
166
Cahaba Wealth Management
Georgia
$5.16M 86,499 -282 -0.3%
NP
167
NorthRock Partners
Minnesota
$5.01M 84,083 -104,235 -55%
RWP
168
RWA Wealth Partners
Massachusetts
$4.98M 83,581 -489 -0.6%
SIC
169
Salem Investment Counselors
North Carolina
$4.98M 83,514 +5,516 +7%
RIA
170
Realta Investment Advisors
Delaware
$4.98M 84,969 +689 +0.8%
FC
171
Ferris Capital
Massachusetts
$4.96M 83,228 – –
SSB
172
Sandy Spring Bank
Maryland
$4.81M 80,620 -50 -0.1%
Cerity Partners
173
Cerity Partners
New York
$4.76M 79,833 +3,390 +4%
UCFA
174
United Capital Financial Advisors
Texas
$4.75M 79,684 +10,092 +15%
WSFS
175
Wilmington Savings Fund Society
Delaware
$4.7M 78,889 +597 +0.8%
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