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iShares Russell Mid-Cap ETF
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Overview Fund Activity

756 hedge funds and large institutions have $13.5B invested in iShares Russell Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 237 increasing their positions, 282 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+11
Holders Change %
+1.48%
% of All Funds
16.39%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.02%
New
71
Increased
237
Reduced
282
Closed
53
Calls
$1.72M
Puts
$1.94M
Net Calls
-$217K
Net Calls Change
-$3K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$144M
2
SV
Starboard Value
New York
$68.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$391M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$45.9M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$283M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.53B
2
Wells Fargo
Wells Fargo
California
$1.52B
3
HNB
Huntington National Bank
Ohio
$58.5M
4
PFG
Pacific Financial Group
Washington
$397K
5
RJA
Raymond James & Associates
Florida
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Sterling Capital Management
North Carolina
$2.38M +$360K +6,664 +18%
SJIM
227
St. Johns Investment Management
Florida
$2.36M -$36.2K -672 -2%
CAM
228
Carret Asset Management
New York
$2.32M +$261K +4,830 +13%
MCWS
229
McKinley Carter Wealth Services
West Virginia
$2.28M +$216 +4 +0%
CSM
230
CAMG Solamere Management
North Carolina
$2.25M +$24.3K +450 +1%
GWM
231
Geneos Wealth Management
Colorado
$2.24M +$45.8K +849 +2%
NAM
232
NTV Asset Management
West Virginia
$2.23M +$27K +500 +1%
IAM
233
Iridian Asset Management
Connecticut
$2.22M -$8.5M -157,508 -79%
BTS
234
BB&T Securities
Virginia
$2.22M -$6.31M -117,069 -74%
AMG
235
Asset Management Group
Connecticut
$2.18M +$7.5K +139 +0.3%
CA
236
Continuum Advisory
Idaho
$2.12M -$78.1K -1,431 -4%
HCM
237
HMS Capital Management
Tennessee
$2.12M -$1.29M -24,000 -38%
UBS AM
238
UBS AM
Illinois
$2.11M +$29.2K +541 +1%
MBT
239
Montecito Bank & Trust
California
$2.04M -$96.2K -1,783 -5%
SNT
240
Security National Trust
West Virginia
$2.03M -$47.5K -880 -2%
PCG
241
Private Capital Group
Connecticut
$2.01M -$122K -2,262 -6%
FANJ
242
Financial Architects (New Jersey)
New Jersey
$2.01M -$44.2K -820 -2%
BWP
243
Bernardo Wealth Planning
Pennsylvania
$1.99M -$64K -1,186 -3%
HCMT
244
Highland Capital Management (Tennessee)
Tennessee
$1.98M +$7.55K +140 +0.4%
Natixis Advisors
245
Natixis Advisors
Massachusetts
$1.95M +$9.71K +180 +0.5%
FCFC
246
First Commonwealth Financial Corp
Pennsylvania
$1.94M -$199K -3,693 -9%
GHAM
247
Gilman Hill Asset Management
Connecticut
$1.94M +$205K +3,795 +12%
NSCM
248
New South Capital Management
Tennessee
$1.93M +$1.93M +35,800 New
AP
249
Appleton Partners
Massachusetts
$1.91M -$27.5K -510 -1%
EWM
250
Evercore Wealth Management
New York
$1.91M +$152K +2,815 +9%
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