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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 %
WIC
201
Whitegate Investment Counselors
New Hampshire
$2.51M -$15.1K -350 -0.6%
EA
202
Elm Advisors
California
$2.5M -$12.5K -290 -0.5%
SWRP
203
Summit Wealth & Retirement Planning
California
$2.48M +$1.97M +45,660 +389%
State Street
204
State Street
Massachusetts
$2.47M – – –
WT
205
Whittier Trust
California
$2.45M +$102K +2,364 +4%
FNT
206
First National Trust
Pennsylvania
$2.44M -$489K -11,334 -17%
SAM
207
Silvercrest Asset Management
New York
$2.41M -$69.8K -1,618 -3%
MC
208
Middleton & Co
Massachusetts
$2.39M -$135K -3,135 -5%
NAM
209
NTV Asset Management
West Virginia
$2.37M +$285K +6,602 +14%
RWA
210
Ropes Wealth Advisors
Massachusetts
$2.3M -$223K -5,159 -9%
CRC
211
Curi RMB Capital
Illinois
$2.29M -$356K -8,240 -13%
CAM
212
Carret Asset Management
New York
$2.29M +$168K +3,892 +8%
WB
213
Webster Bank
Connecticut
$2.28M -$201K -4,657 -8%
QCG
214
Quadrant Capital Group
Ohio
$2.27M – – –
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$2.27M +$251K +5,816 +12%
IC
216
Intersect Capital
California
$2.25M -$39.7K -920 -2%
CSM
217
CAMG Solamere Management
North Carolina
$2.24M +$210K +4,863 +10%
FMBTD
218
First Midwest Bank Trust Division
Illinois
$2.22M -$570K -13,196 -20%
Brown Advisory
219
Brown Advisory
Maryland
$2.2M -$702K -16,264 -24%
CFG
220
Citizens Financial Group
Rhode Island
$2.19M -$37.7K -873 -2%
I
221
IberiaBank
Louisiana
$2.18M -$895K -20,741 -29%
SJIM
222
St. Johns Investment Management
Florida
$2.17M +$390K +9,027 +22%
YWP
223
YorkBridge Wealth Partners
New York
$2.15M – – –
BCM
224
BTC Capital Management
Iowa
$2.13M -$48K -1,110 -2%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$2.11M +$557K +12,902 +36%
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