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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
16.87%
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 %
A
201
AdvicePeriod
California
$3.2M 55,797 -14,520 -21%
WIC
202
Whitegate Investment Counselors
New Hampshire
$3.2M 55,681 -1,853 -3%
SAM
203
Silvercrest Asset Management
New York
$3.16M 55,023 +3 +0%
HI
204
Horizon Investments
North Carolina
$3.13M 54,486 +27,828 +104%
RWP
205
RWA Wealth Partners
Massachusetts
$3.12M 54,434 -3,023 -5%
FNT
206
First National Trust
Pennsylvania
$3.12M 54,428 -700 -1%
MC
207
Middleton & Co
Massachusetts
$3.1M 54,080 -1,720 -3%
BWA
208
Beam Wealth Advisors
Louisiana
$3.09M 53,757 +3,181 +6%
PA
209
Paracle Advisors
Washington
$3.08M 53,755 -649 -1%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$3.08M 53,733 -131,507 -71%
NAM
211
NTV Asset Management
West Virginia
$3.06M 53,241 – –
IDBONY
212
Israel Discount Bank of New York
New York
$2.99M 52,118 -7,301 -12%
ATC
213
Argent Trust Co
Tennessee
$2.99M 52,072 -103 -0.2%
APA
214
American Portfolios Advisors
New York
$2.98M 51,922 +868 +2%
CRC
215
Curi RMB Capital
Illinois
$2.92M 50,959 -2,027 -4%
JFGIW
216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.91M 50,666 -1,301 -3%
SJIM
217
St. Johns Investment Management
Florida
$2.89M 50,275 – –
CFG
218
Citizens Financial Group
Rhode Island
$2.86M 49,921 -829 -2%
YWP
219
YorkBridge Wealth Partners
New York
$2.85M 49,720 – –
EH
220
Equitable Holdings
New York
$2.85M 49,601 +4,643 +10%
TI
221
Trexquant Investment
Connecticut
$2.83M 49,308 +22,611 +85%
BCM
222
BTC Capital Management
Iowa
$2.82M 49,204 – –
SWA
223
Sutton Wealth Advisors
Florida
$2.82M 49,176 +128 +0.3%
CWP
224
CFM Wealth Partners
Texas
$2.82M 49,115 +1,556 +3%
EA
225
Elm Advisors
California
$2.8M 48,825 -3,515 -7%
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