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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 %
RMDI
301
R.M. Davis Inc
Maine
$1.27M -$32.2K -597 -2%
CWAG
302
Compton Wealth Advisory Group
Virginia
$1.27M – – –
GAM
303
Gould Asset Management
California
$1.27M -$91.7K -1,700 -7%
Deutsche Bank
304
Deutsche Bank
Germany
$1.26M +$450K +8,349 +56%
PWM
305
Perigon Wealth Management
California
$1.24M +$96.2K +1,736 +8%
CAM
306
Columbia Asset Management
Michigan
$1.22M +$54 +1 +0%
CG
307
Cynosure Group
Utah
$1.21M -$39.8K -738 -3%
EFS
308
Essex Financial Services
Connecticut
$1.2M +$71.5K +1,326 +6%
HAFS
309
Hapanowicz & Associates Financial Services
Pennsylvania
$1.2M +$4.79K +89 +0.4%
PPP
310
Private Portfolio Partners
New Jersey
$1.2M -$165K -3,057 -12%
CCP
311
Corient Capital Partners
California
$1.2M – – –
YWP
312
YorkBridge Wealth Partners
New York
$1.19M -$30.6K -568 -3%
BAC
313
Boys Arnold & Co
North Carolina
$1.18M +$90.6K +1,679 +8%
STMM
314
South Texas Money Management
Texas
$1.17M +$187K +3,469 +19%
LB
315
Legacy Bridge
Iowa
$1.17M – – –
PIMG
316
Patriot Investment Management Group
Tennessee
$1.15M +$1.15M +21,366 New
BB
317
Busey Bank
Illinois
$1.14M +$229K +4,244 +25%
NL
318
NVWM LLC
Pennsylvania
$1.13M -$121K -2,241 -10%
HTC
319
Haverford Trust Company
Pennsylvania
$1.11M +$164K +3,040 +17%
WPC
320
Waters Parkerson & Co
Louisiana
$1.1M – – –
CAM
321
Cresset Asset Management
Illinois
$1.08M +$18.5K +342 +2%
PFP
322
Pinnacle Financial Partners
Tennessee
$1.05M -$560K -10,378 -35%
CNAM
323
Campbell Newman Asset Management
Wisconsin
$1.05M – – –
MMG
324
Monetary Management Group
Missouri
$1.03M +$4.86K +90 +0.5%
RG
325
Rikoon Group
New Mexico
$1.02M +$6.26K +116 +0.6%
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