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iShares Russell Mid-Cap ETF
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Overview Fund Activity

760 hedge funds and large institutions have $14.7B invested in iShares Russell Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 255 increasing their positions, 260 reducing their positions, and 39 closing their positions.

Holders
760
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
16.53%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.02%
New
51
Increased
255
Reduced
260
Closed
39
Calls
$4.64M
Puts
$1.38M
Net Calls
+$3.26M
Net Calls Change
+$3.47M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.95B
2
Bank of America
2
Bank of America
North Carolina
$2.72B
3
US Bancorp
3
US Bancorp
Minnesota
$410M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$335M
5
ANTB
5
AMG National Trust Bank
Colorado
$196M

Top Sellers

1
RGIA
1
Rainier Group Investment Advisory
Washington
$24.9M
2
FIM
2
Foresters Investment Management
New York
$0
3
BlackRock
3
BlackRock
New York
$19.8M
4
V
4
Veritable
Delaware
$120M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$49.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$2.37M 42,495 +956 +2%
SCM
227
Sterling Capital Management
North Carolina
$2.36M 42,243 -1,771 -4%
MCWS
228
McKinley Carter Wealth Services
West Virginia
$2.35M 42,064 -193 -0.5%
UBS AM
229
UBS AM
Illinois
$2.35M 42,005 +2,925 +7%
NAM
230
NTV Asset Management
West Virginia
$2.31M 41,300 – –
PBO
231
Peoples Bank (Ohio)
Ohio
$2.31M 41,250 -5,396 -12%
CSM
232
CAMG Solamere Management
North Carolina
$2.3M 41,242 -408 -1%
AMG
233
Asset Management Group
Connecticut
$2.26M 40,524 +140 +0.3%
HCM
234
HMS Capital Management
Tennessee
$2.19M 39,216 – –
CA
235
Continuum Advisory
Idaho
$2.16M 38,409 -457 -1%
FFS
236
Founders Financial Securities
Maryland
$2.15M 38,426 +4,140 +12%
NL
237
NVWM LLC
Pennsylvania
$2.12M 37,964 +16,994 +81%
MBT
238
Montecito Bank & Trust
California
$2.1M 37,656 -158 -0.4%
SNT
239
Security National Trust
West Virginia
$2.1M 37,528 – –
TRCT
240
Tower Research Capital (TRC)
New York
$2.08M 37,185 +37,185 New
CS
241
Credit Suisse
Switzerland
$2.07M 37,085 +37,085 New
BWP
242
Bernardo Wealth Planning
Pennsylvania
$2.07M 37,071 +231 +0.6%
FANJ
243
Financial Architects (New Jersey)
New Jersey
$2.07M 36,956 -362 -1%
GHAM
244
Gilman Hill Asset Management
Connecticut
$2.02M 36,192 +175 +0.5%
Natixis Advisors
245
Natixis Advisors
Massachusetts
$2M 35,735 -352 -1%
FAG
246
Financial Advisory Group
Texas
$2M 35,328 – –
FCFC
247
First Commonwealth Financial Corp
Pennsylvania
$1.99M 35,612 -412 -1%
ECM
248
Elgethun Capital Management
South Dakota
$1.98M 35,396 – –
Millennium Management
249
Millennium Management
New York
$1.98M 35,365 +23,969 +210%
PFA
250
Pathway Financial Advisors
Vermont
$1.97M 35,200 – –
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