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iShares Russell Mid-Cap ETF
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Overview Fund Activity

763 hedge funds and large institutions have $15.3B invested in iShares Russell Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
16.76%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
1.21%
New
47
Increased
260
Reduced
244
Closed
37
Calls
$8M
Puts
$3.12M
Net Calls
+$4.87M
Net Calls Change
+$1.62M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.21B
2
US Bancorp
2
US Bancorp
Minnesota
$493M
3
Bank of America
3
Bank of America
North Carolina
$2.77B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$318M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$449M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$51.6M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.45M
3
SV
3
Starboard Value
New York
$62.7M
4
MMA
4
Miracle Mile Advisors
California
$30.4M
5
Franklin Resources
5
Franklin Resources
California
$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
276
Sigma Planning Corp
Michigan
$1.66M +$20.3K +363 +1%
WAG
277
Winthrop Advisory Group
Massachusetts
$1.64M +$895 +16 +0.1%
CT
278
Cambridge Trust
Massachusetts
$1.62M -$14.1K -252 -0.9%
BKA
279
Brick & Kyle Associates
Pennsylvania
$1.61M +$202K +3,565 +14%
MIAN
280
Mariner Independent Advisor Network
Kansas
$1.61M -$2.95M -53,425 -65%
VCM
281
Vivaldi Capital Management
Illinois
$1.6M – – –
LW
282
Linscomb Wealth
Texas
$1.6M – – –
FA
283
Fiducient Advisors
Illinois
$1.58M +$27K +483 +2%
AWM
284
AE Wealth Management
Kansas
$1.57M +$727K +13,000 +86%
WIA
285
Wealthstreet Investment Advisors
Texas
$1.56M -$1.38M -24,299 -47%
FHA
286
First Horizon Advisors
Tennessee
$1.55M +$16.6K +297 +1%
LWAC
287
Laurel Wealth Advisors (California)
California
$1.55M +$197K +3,527 +15%
AC
288
Abbrea Capital
California
$1.52M -$40K -715 -3%
HPWM
289
Highland Private Wealth Management
Washington
$1.51M – – –
CA
290
Calton & Associates
Florida
$1.5M +$392 +7 +0%
MSA
291
Mason Street Advisors
Wisconsin
$1.48M – – –
EFS
292
Essex Financial Services
Connecticut
$1.47M +$699K +12,502 +90%
AI
293
Atria Investments
North Carolina
$1.47M +$1.08M +19,308 +275%
WP
294
WealthSource Partners
California
$1.47M -$360K -6,425 -20%
IAM
295
Iridian Asset Management
Connecticut
$1.45M +$123K +2,200 +9%
CCP
296
Corient Capital Partners
California
$1.44M +$224K +4,000 +18%
GBT
297
Grove Bank & Trust
Florida
$1.43M – – –
MCM
298
MAI Capital Management
Ohio
$1.43M -$83.8K -1,498 -6%
PMFA
299
Plante Moran Financial Advisors
Michigan
$1.41M +$6.49K +116 +0.5%
HIMC
300
Heritage Investors Management Corp
Maryland
$1.41M +$76.7K +1,370 +6%
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