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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
1
Avantax Advisory Services
Texas
$144M
2
SV
2
Starboard Value
New York
$68.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$391M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$45.9M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$283M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.53B
2
Wells Fargo
2
Wells Fargo
California
$1.52B
3
HNB
3
Huntington National Bank
Ohio
$58.5M
4
PFG
4
Pacific Financial Group
Washington
$397K
5
RJA
5
Raymond James & Associates
Florida
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRC
26
Millburn Ridgefield Corp
New York
$91M -$4.99M -92,461 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$87.8M +$2.92M +54,172 +3%
CB
28
Commerce Bank
Missouri
$87.8M +$1.69M +31,381 +2%
BWM
29
Baystate Wealth Management
Massachusetts
$79.3M +$1.06M +18,924 +1%
BUB
30
BBVA USA Bancshares
Texas
$76.1M -$1.6M -29,720 -2%
JIC
31
Johnson Investment Counsel
Ohio
$72.1M +$4.87M +90,350 +7%
SV
32
Starboard Value
New York
$68.2M +$68.2M +1,265,000 New
M&T Bank
33
M&T Bank
New York
$65.2M -$3.62M -67,113 -5%
JFG
34
JMG Financial Group
Illinois
$64.6M -$7.96M -147,607 -11%
RJA
35
Raymond James & Associates
Florida
$60.5M -$32.5M -602,759 -35%
CTB
36
Country Trust Bank
Illinois
$59.7M +$3.76M +69,651 +7%
HNB
37
Huntington National Bank
Ohio
$58.5M -$58.8M – –
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$54.6M +$4.31M +79,823 +9%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$53.2M +$3.37M +62,512 +7%
SF
40
Synovus Financial
Georgia
$51.4M -$22.4M -415,533 -30%
CBU
41
CIBC Bank USA
Illinois
$51.3M +$675K +12,504 +1%
FTIOP
42
Fiduciary Trust International of Pennsylvania
Pennsylvania
$49.6M +$987K +18,236 +2%
WT
43
Washington Trust
Rhode Island
$48.8M -$134K -2,443 -0.3%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$45.9M +$15.2M +281,733 +50%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$45.8M +$1.58M +29,332 +4%
AFG
46
Albion Financial Group
Utah
$45M +$130K +2,406 +0.3%
BF
47
BOK Financial
Oklahoma
$41.6M +$14.2M +263,653 +52%
MMA
48
Miracle Mile Advisors
California
$40.5M -$1.85M -34,348 -4%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$39.6M -$872K -16,161 -2%
GC
50
Gilbert & Cook
Iowa
$38.7M +$2.29M +42,375 +6%
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