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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 %
PFG
501
Pacific Financial Group
Washington
$397K -$53.3M -988,942 -99%
AMCA
502
Arthur M. Cohen & Associates
Illinois
$397K +$1.35K +25 +0.3%
AWM
503
Altavista Wealth Management
North Carolina
$388K – – –
SCP
504
Syntal Capital Partners
Texas
$387K – – –
MWM
505
Mission Wealth Management
California
$386K +$386K +7,152 New
PAM
506
Palisade Asset Management
Minnesota
$385K -$3.24K -60 -0.8%
NCM
507
Narwhal Capital Management
Georgia
$383K +$75.5K +1,399 +25%
BFC
508
Bedel Financial Consulting
Indiana
$368K – – –
BPCE
509
Bank Pictet & Cie (Europe)
Germany
$367K – – –
EWA
510
EP Wealth Advisors
California
$363K – – –
FHA
511
Flagship Harbor Advisors
Massachusetts
$362K +$49.7K +924 +16%
Susquehanna International Group
512
Susquehanna International Group
Pennsylvania
$362K +$362K +6,713 New
PFC
513
Phocas Financial Corp
California
$358K -$309K – –
PO
514
Private Ocean
California
$353K +$648 +12 +0.2%
ZIM
515
Zacks Investment Management
Illinois
$351K -$5.98M -110,797 -94%
WI
516
Wedgewood Investors
Pennsylvania
$348K -$3.23K -60 -0.9%
SS
517
Simplicity Solutions
Minnesota
$347K -$49.7K -920 -13%
AWM
518
AE Wealth Management
Kansas
$347K +$17.6K +326 +5%
SWM
519
Segment Wealth Management
Texas
$345K +$2.75K +51 +0.8%
PAMG
520
Patton Albertson Miller Group
Tennessee
$344K -$76.5K -1,420 -18%
BTW
521
Boston Trust Walden
Massachusetts
$343K -$82K -1,521 -19%
CWM
522
Cordatus Wealth Management
Pennsylvania
$341K -$42.9K -796 -11%
UWPG
523
Ullmann Wealth Partners Group
Florida
$340K -$56.3K -1,044 -14%
BSB
524
Bangor Savings Bank
Maine
$339K – – –
IP
525
Investment Partners
Ohio
$339K +$1.13K +21 +0.3%
19 20
21
22 23