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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.

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 %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$3.25M -$141K -3,275 -4%
LFAS
177
Level Four Advisory Services
Texas
$3.24M -$37.3K -865 -1%
UCFA
178
United Capital Financial Advisors
Texas
$3.22M -$216K -5,010 -6%
BIM
179
Bridges Investment Management
Nebraska
$3.19M +$659K +15,255 +26%
HSBC Holdings
180
HSBC Holdings
United Kingdom
$3.08M -$43.4K -1,006 -1%
RPC
181
Rossmore Private Capital
Connecticut
$3.04M -$876K -20,297 -22%
SC
182
Sepio Capital
Utah
$3.02M +$5.96K +138 +0.2%
FCFC
183
First Commonwealth Financial Corp
Pennsylvania
$3M +$1.48M +34,250 +97%
MAM
184
Marquette Asset Management
Minnesota
$2.95M +$72.5K +1,679 +3%
CT
185
Coastline Trust
Rhode Island
$2.94M -$365K -8,455 -11%
CWM
186
Chesapeake Wealth Management
Virginia
$2.91M +$40.3K +933 +1%
IAM
187
Iridian Asset Management
Connecticut
$2.91M +$457K +10,583 +19%
RWP
188
RWA Wealth Partners
Massachusetts
$2.86M -$746K -17,279 -21%
VCA
189
Verdence Capital Advisors
Maryland
$2.79M +$1.3M +30,059 +87%
PFM
190
Parsec Financial Management
North Carolina
$2.77M -$262K -6,076 -9%
CHC
191
City Holding Co
West Virginia
$2.76M +$57.5K +1,332 +2%
SBH
192
Segall Bryant & Hamill
Illinois
$2.71M +$24.7K +570 +0.9%
PA
193
Paracle Advisors
Washington
$2.71M -$3.66M -84,870 -58%
SFG
194
Sunburst Financial Group
Alabama
$2.65M +$47.8K +1,108 +2%
ST
195
Sabal Trust
Florida
$2.59M – – –
PI
196
PFS Investments
Georgia
$2.57M -$5.75M -133,083 -69%
TC
197
Telemus Capital
Michigan
$2.57M -$527K -9,968 -17%
FC
198
FCA Corp
Texas
$2.56M +$221K +5,114 +9%
WIA
199
Wealthstreet Investment Advisors
Texas
$2.55M -$71.1K -1,647 -3%
ATC
200
Argent Trust Co
Tennessee
$2.52M -$39.2K -908 -2%
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