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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 %
Bank of America
1
Bank of America
North Carolina
$3B 52,231,097 -288,730 -0.5%
Wells Fargo
2
Wells Fargo
California
$2.32B 40,388,714 -651,959 -2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$992M 17,284,674 -390,986 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$751M 13,140,531 -18,545 -0.1%
US Bancorp
5
US Bancorp
Minnesota
$708M 12,336,068 +1,168,674 +10%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$508M 8,995,377 -52,649 -0.6%
TF
7
TIAA FSB
Florida
$456M 7,946,780 -31,098 -0.4%
Northern Trust
8
Northern Trust
Illinois
$454M 7,911,352 -148,536 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$445M 7,749,653 +225,605 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$386M 6,723,088 +238,270 +4%
UBS Group
11
UBS Group
Switzerland
$379M 6,601,944 +333,209 +5%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$361M 6,299,453 -20,818 -0.3%
Morgan Stanley
13
Morgan Stanley
New York
$285M 4,961,729 +90,585 +2%
Truist Financial
14
Truist Financial
North Carolina
$253M 4,415,639 -94,334 -2%
Ameriprise
15
Ameriprise
Minnesota
$232M 4,027,542 -318,901 -7%
ANTB
16
AMG National Trust Bank
Colorado
$232M 4,036,112 +74,452 +2%
Goldman Sachs
17
Goldman Sachs
New York
$205M 3,571,402 -52,278 -1%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$148M 2,577,563 +25,441 +1%
V
19
Veritable
Delaware
$133M 2,319,787 -2,319 -0.1%
KeyBank National Association
20
KeyBank National Association
Ohio
$126M 2,197,008 -45,920 -2%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$101M 1,813,799 +733,837 +68%
AAS
22
Avantax Advisory Services
Texas
$100M 1,750,372 +630,079 +56%
LPL Financial
23
LPL Financial
California
$98.8M 1,722,274 -39,590 -2%
CB
24
Commerce Bank
Missouri
$97.4M 1,696,879 +14,719 +0.9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$95.6M 1,666,426 -49,487 -3%
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