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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 %
PV
326
Private Vista
Illinois
$1.02M -$1.24K -23 -0.1%
WTFG
327
Wells Trecaso Financial Group
Ohio
$1.02M +$3.24K +60 +0.3%
AF
328
Arrow Financial
New York
$1.01M -$46.1K -854 -4%
VFA
329
Voya Financial Advisors
Connecticut
$1.01M -$76.1K -1,419 -7%
AIS
330
American Investment Services
Massachusetts
$982K – – –
AC
331
Alley Company
Illinois
$971K – – –
ZCA
332
Zeke Capital Advisors
Pennsylvania
$966K – – –
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$963K +$175K +3,237 +22%
AWM
334
Avior Wealth Management
Nebraska
$961K -$20.9K -388 -2%
AIA
335
Armor Investment Advisors
North Carolina
$958K – – –
LBC
336
Lowe Brockenbrough & Co
Virginia
$958K – – –
BA
337
Ballew Advisors
Mississippi
$952K -$94K -1,683 -9%
HH
338
Hilltop Holdings
Texas
$931K -$50.9K -944 -5%
VFA
339
Valeo Financial Advisors
Indiana
$926K +$78.6K +1,456 +9%
CAN
340
Claraphi Advisory Network
United States
$926K +$180K +3,339 +24%
LGWM
341
Litman Gregory Wealth Management
California
$924K +$13.4K +248 +1%
1SB
342
1ST Source Bank
Indiana
$918K – – –
OCM
343
One Capital Management
California
$913K -$1.78K -33 -0.2%
TAIM
344
TD Ameritrade Investment Management
Nebraska
$912K +$912K +16,908 New
HFA
345
HC Financial Advisors
California
$906K +$906K +16,800 New
LC
346
LCNB Corp
Ohio
$905K -$53.1K -984 -6%
HCIA
347
Hochman Cole Investment Advisors
Illinois
$903K – – –
CWM
348
Cornerstone Wealth Management
Missouri
$893K +$12.9K +151 +1%
WPC
349
White Pine Capital
Minnesota
$891K -$4.32K -80 -0.5%
EFSCE
350
Enterprise Financial Services Corp (EFSC)
Missouri
$890K -$267K -4,949 -23%
12 13
14
15 16