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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
+$128M
2
SV
Starboard Value
New York
+$68.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$21.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.2M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$133M
2
Wells Fargo
Wells Fargo
California
-$65M
3
HNB
Huntington National Bank
Ohio
-$58.8M
4
PFG
Pacific Financial Group
Washington
-$53.3M
5
RJA
Raymond James & Associates
Florida
-$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
276
Vivaldi Capital Management
Illinois
$1.57M -$9.06K -168 -0.6%
BPWA
277
Beacon Pointe Wealth Advisors
California
$1.54M +$1.23M +22,884 +409%
AC
278
Abbrea Capital
California
$1.53M +$6.21K +115 +0.4%
CA
279
Calton & Associates
Florida
$1.5M -$18.2K -337 -1%
MIAN
280
Mariner Independent Advisor Network
Kansas
$1.49M +$72.1K +1,326 +5%
TFA
281
Transamerica Financial Advisors
Florida
$1.47M -$10.6M -195,764 -88%
HPWM
282
Highland Private Wealth Management
Washington
$1.47M -$3.24K -60 -0.2%
BC
283
Bartlett & Co
Ohio
$1.44M +$182K +3,368 +14%
BCWM
284
Bartlett & Co Wealth Management
Ohio
$1.44M +$182K +3,368 +14%
MSA
285
Mason Street Advisors
Wisconsin
$1.42M – – –
GBT
286
Grove Bank & Trust
Florida
$1.38M – – –
AllianceBernstein
287
AllianceBernstein
Tennessee
$1.38M -$76.8K -1,423 -5%
NGA
288
Naples Global Advisors
Florida
$1.37M +$692K +12,819 +102%
PMFA
289
Plante Moran Financial Advisors
Michigan
$1.36M +$387K +7,176 +40%
Prudential Financial
290
Prudential Financial
New Jersey
$1.35M +$733K +13,586 +120%
HCM
291
Hollencrest Capital Management
California
$1.34M -$112K -2,080 -8%
CTC
292
Central Trust Company
Missouri
$1.34M -$20.7K -383 -2%
VR
293
Viridian RIA
Washington
$1.34M +$62.6K +1,160 +5%
BKA
294
Brick & Kyle Associates
Pennsylvania
$1.34M +$78.6K +1,456 +6%
MA
295
MCF Advisors
Kentucky
$1.32M -$17.4K -322 -1%
HIMC
296
Heritage Investors Management Corp
Maryland
$1.32M -$11.5K -214 -0.9%
Principal Financial Group
297
Principal Financial Group
Iowa
$1.31M -$25.3M -468,863 -95%
Capital Fund Management (CFM)
298
Capital Fund Management (CFM)
France
$1.3M -$1.55M -28,800 -54%
TA
299
Tiedemann Advisors
New York
$1.3M -$575K -10,660 -31%
SHWM
300
Smith & Howard Wealth Management
Georgia
$1.29M +$381K +7,054 +42%
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