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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 %
CAG
451
Crestwood Advisors Group
Massachusetts
$520K +$520K +9,643 New
MWM
452
Modera Wealth Management
New Jersey
$518K +$1.57K +29 +0.3%
SSW
453
Smith Shellnut Wilson
Mississippi
$517K – – –
CIA
454
Choate Investment Advisors
Massachusetts
$510K – – –
NSIM
455
North Star Investment Management
Illinois
$505K – – –
Jane Street
456
Jane Street
New York
$501K +$501K +9,288 New
SWA
457
SFMG Wealth Advisors
Texas
$498K – – –
LFA
458
Legacy Financial Advisors
Kentucky
$493K – – –
SCP
459
Seizert Capital Partners
Michigan
$492K -$3.79M -70,267 -89%
CCFCSB
460
Cape Cod Five Cents Savings Bank
Massachusetts
$492K – – –
ST
461
Smithfield Trust
Pennsylvania
$491K -$10K -186 -2%
CFD
462
Creative Financial Designs
Indiana
$491K -$8.68K -161 -2%
CCM
463
Colorado Capital Management
Colorado
$487K – – –
WA
464
Waverly Advisors
Alabama
$486K +$30.1K +558 +7%
Bessemer Group
465
Bessemer Group
New Jersey
$483K -$50.2K -930 -9%
Thrivent Financial for Lutherans
466
Thrivent Financial for Lutherans
Minnesota
$481K +$369K +6,839 +329%
FAM
467
Flaharty Asset Management
Florida
$469K – – –
LP
468
LGL Partners
Pennsylvania
$465K +$1.56K +29 +0.3%
OC
469
Oppenheimer & Co
New York
$465K +$193K +3,579 +71%
RW
470
REDW Wealth
New Mexico
$459K – – –
ACA
471
Aptus Capital Advisors
Alabama
$459K +$459K +8,516 New
GVAG
472
Great Valley Advisor Group
Delaware
$458K +$458K +8,477 New
CL
473
CIM LLC
New York
$457K -$182K -3,373 -28%
LFG
474
LifePlan Financial Group
Ohio
$452K -$2.05K -38 -0.5%
FAAS
475
First Allied Advisory Services
California
$451K -$5.72K -105 -1%
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