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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 %
BCA
426
Berman Capital Advisors
Georgia
$603K -$48.4K -899 -7%
RWM
427
RKL Wealth Management
Pennsylvania
$590K +$119K +2,207 +25%
FAT
428
First American Trust
California
$588K +$6.53K +121 +1%
NWP
429
Northstar Wealth Partners
Connecticut
$583K +$21.6K +400 +4%
VDFA
430
Vickerman & Driscoll Financial Advisors
Washington
$581K -$11.4K -211 -2%
TFO
431
Tarbox Family Office
California
$581K – – –
PFC
432
Personal Financial Consultants
California
$573K -$8.58K -159 -1%
PTC
433
Philadelphia Trust Company
Pennsylvania
$561K +$127K +2,352 +29%
MA
434
MONECO Advisors
Connecticut
$560K +$51.1K +947 +10%
UBV
435
United Bank (Virginia)
Virginia
$558K – – –
SIA
436
Starfire Investment Advisers
Michigan
$556K – – –
RCAG
437
Rehmann Capital Advisory Group
Michigan
$552K +$552K +10,240 New
HCA
438
Harbour Capital Advisors
Virginia
$550K – – –
RPGK
439
Retirement Planning Group (Kansas)
Kansas
$545K +$216 +4 +0%
RWM
440
Reston Wealth Management
Virginia
$542K -$34.6K -625 -6%
FMTC
441
Farmers & Merchants Trust Company
California
$540K – – –
RC
442
Rinet Company
Massachusetts
$540K +$1.24K +23 +0.2%
BC
443
Brinker Capital
Pennsylvania
$539K +$539K +9,984 New
FWM
444
Frontier Wealth Management
Missouri
$538K -$71.2K -1,321 -12%
GC
445
Garde Capital
Washington
$538K +$17.1K +316 +3%
NA
446
NewEdge Advisors
Louisiana
$533K -$31.6K -585 -6%
KA
447
Klingman & Associates
New York
$529K – – –
RIS
448
Retirement Income Solutions
Michigan
$526K – – –
SWPG
449
Strategic Wealth Partners Group
Illinois
$522K +$505K +9,349 +2,903%
TFGT
450
TS Financial Group (TSFG)
Illinois
$522K +$522K +9,684 New
16 17
18
19 20