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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 %
VA
376
Valmark Advisers
Ohio
$781K -$67.7K -1,254 -8%
TF
377
TimeScale Financial
Massachusetts
$768K -$82.8K -1,536 -10%
LNC
378
Lincoln National Corp
Pennsylvania
$765K +$11.6K +215 +2%
SFA
379
Sequoia Financial Advisors
Ohio
$756K +$498K +9,235 +193%
DWT
380
Dorsey & Whitney Trust
South Dakota
$753K -$47.5K -880 -6%
SWRP
381
Summit Wealth & Retirement Planning
California
$753K +$701 +13 +0.1%
GT
382
Greenleaf Trust
Michigan
$750K – – –
BFO
383
Boston Family Office
Massachusetts
$749K – – –
RC
384
Roundview Capital
New Jersey
$745K – – –
FT
385
Fiduciary Trust
Massachusetts
$744K -$16.4K -304 -2%
MPW
386
MA Private Wealth
California
$740K -$169K -3,139 -19%
CPIG
387
Chicago Partners Investment Group
Illinois
$739K +$2.49K +45 +0.3%
SCA
388
Sage Capital Advisors
South Dakota
$730K +$35.8K +664 +5%
RhumbLine Advisers
389
RhumbLine Advisers
Massachusetts
$727K -$291K -5,389 -29%
KM
390
Kalos Management
Georgia
$716K -$215K -3,995 -23%
VRM
391
Vectors Research Management
New York
$715K – – –
HC
392
HNP Capital
New York
$715K – – –
LSAG
393
Lake Street Advisors Group
New Hampshire
$714K +$2.43K +45 +0.3%
NPT
394
Nixon Peabody Trust
Massachusetts
$712K +$27K +500 +4%
MPI
395
Mairs & Power Inc
Minnesota
$694K -$47.5K -880 -6%
TSW
396
Thompson Siegel & Walmsley
Virginia
$692K – – –
MC
397
Mathes Company
New York
$691K – – –
BFO
398
Biltmore Family Office
North Carolina
$686K – – –
WPSG
399
Wealth & Pension Services Group
Georgia
$682K – – –
Two Sigma Advisers
400
Two Sigma Advisers
New York
$680K -$1.62M -30,000 -70%
14 15
16
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