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iShares Russell Mid-Cap ETF
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Overview Fund Activity

834 hedge funds and large institutions have $16.3B invested in iShares Russell Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 222 increasing their positions, 336 reducing their positions, and 42 closing their positions.

Holders
834
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
16.88%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.21%
New
54
Increased
222
Reduced
336
Closed
42
Calls
$25.7M
Puts
$2.75M
Net Calls
+$23M
Net Calls Change
-$1.46M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$708M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$101M
3
AAS
3
Avantax Advisory Services
Texas
$100M
4
SIA
4
Stegner Investment Associates
Kentucky
$19.5M
5
UBS Group
5
UBS Group
Switzerland
$379M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.32B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$992M
3
Ameriprise
3
Ameriprise
Minnesota
$232M
4
Bank of America
4
Bank of America
North Carolina
$3B
5
RJA
5
Raymond James & Associates
Florida
$52.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BP
176
Ballentine Partners
Massachusetts
$4.28M 74,568 -145 -0.2%
WT
177
Whittier Trust
California
$4.26M 74,214 +9,989 +16%
CCA
178
Conservest Capital Advisors
Pennsylvania
$4.18M 72,817 -2,614 -3%
VCA
179
Verdence Capital Advisors
Maryland
$4.05M 70,499 -7,189 -9%
CHC
180
City Holding Co
West Virginia
$3.95M 68,882 +3,646 +6%
BB
181
Busey Bank
Illinois
$3.91M 68,184 -9,760 -13%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$3.82M 64,910 -1,718 -3%
DI
183
DAGCO Inc
Ohio
$3.8M 66,292 +66,292 New
SBH
184
Segall Bryant & Hamill
Illinois
$3.77M 65,590 +2,677 +4%
CT
185
Coastline Trust
Rhode Island
$3.76M 65,534 -2,183 -3%
BIM
186
Bridges Investment Management
Nebraska
$3.74M 65,145 -582 -0.9%
FC
187
FCA Corp
Texas
$3.68M 64,048 +2,418 +4%
FCFC
188
First Commonwealth Financial Corp
Pennsylvania
$3.65M 63,682 -941 -1%
TPCW
189
TD Private Client Wealth
New York
$3.64M 63,407 -2,603 -4%
WIA
190
Wealthstreet Investment Advisors
Texas
$3.59M 62,481 +4,028 +7%
CAM
191
Carret Asset Management
New York
$3.53M 61,569 +5,552 +10%
CSM
192
CAMG Solamere Management
North Carolina
$3.49M 60,837 -530 -0.9%
ST
193
Sabal Trust
Florida
$3.49M 60,795 – –
IAM
194
Iridian Asset Management
Connecticut
$3.46M 60,275 -7,048 -10%
SFG
195
Sunburst Financial Group
Alabama
$3.42M 59,631 -1,765 -3%
UCFA
196
United Capital Financial Advisors
Texas
$3.37M 58,749 -2,237 -4%
HSBC Holdings
197
HSBC Holdings
United Kingdom
$3.33M 58,064 -4,958 -8%
HSA
198
HBK Sorce Advisory
Pennsylvania
$3.26M 56,778 -35,412 -38%
PFM
199
Parsec Financial Management
North Carolina
$3.22M 56,119 -1,913 -3%
Brown Advisory
200
Brown Advisory
Maryland
$3.21M 55,878 +15,347 +38%
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