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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 %
HSA
401
HBK Sorce Advisory
Pennsylvania
$671K -$508K -9,408 -43%
TVAMP
402
Tennessee Valley Asset Management Partners
Tennessee
$670K +$270 +5 +0%
WF
403
Welch & Forbes
Massachusetts
$665K -$39.3K -728 -6%
BFM
404
Broadview Financial Management
Wisconsin
$665K +$43.6K +808 +7%
JG
405
Jefferies Group
New York
$663K +$1.4K +26 +0.2%
CCM
406
Crossvault Capital Management
Texas
$661K -$27K -500 -4%
FHB
407
First Hawaiian Bank
Hawaii
$660K +$270 +5 +0%
WP
408
WealthSource Partners
California
$654K +$19.8K +367 +3%
SMC
409
Smith, Moore & Co
Missouri
$653K +$133K +2,468 +26%
MBT
410
Monroe Bank & Trust
Michigan
$648K -$120K -2,229 -16%
IWMA
411
Ironwood Wealth Management (Arizona)
Arizona
$641K -$27.5K -509 -4%
BSW
412
Buckingham Strategic Wealth
Missouri
$640K -$27K -500 -4%
LA
413
Legacy Advisors
Pennsylvania
$638K +$233K +4,311 +58%
FWCM
414
Ferguson Wellman Capital Management
Oregon
$630K – – –
WPA
415
West Paces Advisors
Georgia
$628K – – –
Axa
416
Axa
France
$627K – – –
HS
417
Horan Securities
United States
$626K +$270 +5 +0%
DSC
418
Duncker Streett & Co
Missouri
$626K +$701 +13 +0.1%
CCG
419
Cypress Capital Group
Florida
$625K +$203K +3,760 +48%
Millennium Management
420
Millennium Management
New York
$615K +$615K +11,396 New
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$614K – – –
RSWM
422
Robertson Stephens Wealth Management
California
$612K – – –
AIC
423
Ameritas Investment Company
Nebraska
$612K +$612K +11,336 New
F
424
F3Logic
Minnesota
$611K +$200K +3,713 +49%
TF
425
Tompkins Financial
New York
$604K – – –
15 16
17
18 19