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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$51.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.45M
3
SV
Starboard Value
New York
$62.7M
4
MMA
Miracle Mile Advisors
California
$30.4M
5
Franklin Resources
Franklin Resources
California
$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
351
Litman Gregory Wealth Management
California
$958K – – –
AC
352
Alley Company
Illinois
$948K – – –
GVAG
353
Great Valley Advisor Group
Delaware
$948K +$20.6K +368 +2%
S
354
SignatureFD
Georgia
$943K +$3.02K +54 +0.3%
CFB
355
Cullen/Frost Bankers
Texas
$942K +$9.62K +172 +1%
LC
356
LCNB Corp
Ohio
$940K -$9.51K -170 -1%
HFA
357
HC Financial Advisors
California
$940K – – –
SWPG
358
Strategic Wealth Partners Group
Illinois
$937K -$189K -3,387 -17%
OCM
359
One Capital Management
California
$936K -$16.8K -300 -2%
1SB
360
1ST Source Bank
Indiana
$935K -$10.7K -192 -1%
WPC
361
White Pine Capital
Minnesota
$935K +$12.3K +220 +1%
FWP
362
FAS Wealth Partners
Kansas
$931K +$280 +5 +0%
AF
363
Arrow Financial
New York
$921K -$58.2K -1,040 -6%
EWA
364
EP Wealth Advisors
California
$919K +$517K +9,238 +128%
RSWM
365
Robertson Stephens Wealth Management
California
$911K +$145K +2,588 +19%
AA
366
Ancora Advisors
Ohio
$906K +$40.4K +722 +5%
OFG
367
Oxford Financial Group
Indiana
$896K – – –
PL
368
Parthenon LLC
Kentucky
$893K +$14.3K +256 +2%
MHS
369
M Holdings Securities
Oregon
$883K -$11.2K -200 -1%
SXL
370
Summit X LLC
Missouri
$873K -$1.84K -33 -0.2%
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
$866K -$39.3K -702 -4%
OIA
372
Optimum Investment Advisors
Illinois
$863K -$8.11K -145 -0.9%
NEGWA
373
New England Guild Wealth Advisors
Connecticut
$863K – – –
IA
374
IFG Advisors
Missouri
$862K +$862K +15,406 New
AB
375
Atlas Brown
Kentucky
$860K – – –
13 14
15
16 17