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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 %
OSNBOA
476
Old Second National Bank of Aurora
Illinois
$451K – – –
ZF
477
Zhang Financial
Michigan
$448K +$702 +13 +0.2%
MYIA
478
Mount Yale Investment Advisors
Colorado
$448K +$48.1K +892 +12%
CG
479
Caprock Group
Idaho
$445K +$27.7K +514 +7%
CL
480
CPWM LLC
Washington
$444K -$47.2K -875 -10%
KCM
481
Kanawha Capital Management
Virginia
$444K – – –
NFC
482
Northeast Financial Consultants
Connecticut
$435K +$435K +8,061 New
Mercer Global Advisors
483
Mercer Global Advisors
Colorado
$433K +$433K +8,019 New
MCM
484
Maple Capital Management
Vermont
$432K – – –
TNB
485
Thomasville National Bank
Georgia
$430K +$162 +3 +0%
CCM
486
Covington Capital Management
California
$426K – – –
LWAC
487
Laurel Wealth Advisors (California)
California
$426K +$183K +3,400 +76%
FLA
488
Financial Life Advisors
Texas
$422K -$1.19K -22 -0.3%
BWP
489
Baldwin Wealth Partners
Massachusetts
$422K +$108K +2,002 +34%
MCM
490
Maryland Capital Management
Maryland
$421K -$10.6K -196 -2%
NFG
491
Nations Financial Group
Iowa
$421K +$14.7K +272 +4%
TI
492
Truepoint Inc
Ohio
$417K -$2.59K -48 -0.6%
FFBTD
493
First Financial Bank - Trust Division
Ohio
$417K – – –
BS
494
Boenning & Scattergood
Pennsylvania
$411K – – –
LDB
495
Lee, Danner & Bass
Tennessee
$410K -$132K -2,455 -24%
MC
496
Martin & Co
Tennessee
$409K -$9.98K -185 -2%
WCM
497
Windsor Capital Management
Arizona
$409K +$108 +2 +0%
SCI
498
S&CO Inc
Massachusetts
$402K – – –
UR
499
USCA RIA
Texas
$401K – – –
TSS
500
Two Sigma Securities
New York
$398K +$398K +7,383 New
18 19
20
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