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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 %
MCA
526
Mercer Capital Advisers
New Jersey
$338K – – –
WJA
527
Williams Jones & Associates
New York
$336K -$35.4K -656 -10%
NCM
528
Neumann Capital Management
California
$333K – – –
IBOK
529
Independence Bank of Kentucky
Kentucky
$332K +$208K +3,860 +168%
KWM
530
Kingsview Wealth Management
Oregon
$331K +$18.9K +351 +6%
BW
531
Bison Wealth
Georgia
$330K +$48K +891 +17%
TCOV
532
Trust Company of Vermont
Vermont
$328K – – –
FCI
533
Financial Counselors Inc
Kansas
$327K – – –
IF
534
Ironwood Financial
Arizona
$326K +$108 +2 +0%
FLPIM
535
F.L. Putnam Investment Management
Massachusetts
$325K – – –
EGA
536
E&G Advisors
Texas
$324K – – –
NIM
537
Northeast Investment Management
Massachusetts
$321K -$21.2K -393 -6%
AOWM
538
Alpha Omega Wealth Management
Virginia
$316K -$61.7K -1,144 -16%
MGIA
539
Moneta Group Investment Advisors
Missouri
$315K +$30.6K +568 +11%
MFBTD
540
MB Financial Bank - Trust Department
Illinois
$313K -$143K -2,656 -31%
Renaissance Technologies
541
Renaissance Technologies
New York
$313K -$86.3K -1,600 -22%
LSA
542
L & S Advisors
California
$312K -$211K -3,912 -40%
DC
543
Davenport & Co
Virginia
$312K -$12.2K -227 -4%
GW
544
GW & Wade
Massachusetts
$311K -$15.8K -293 -5%
WAM
545
Wealthspire Advisors (Maryland)
Maryland
$309K -$103K -1,900 -25%
SWM
546
Sequoia Wealth Management
Illinois
$307K +$2.7K +50 +0.9%
MLFP
547
MPS Loria Financial Planners
Illinois
$306K -$10.5K -195 -3%
BG
548
Bollard Group
Massachusetts
$306K +$1.03K +19 +0.3%
IWC
549
Integrated Wealth Concepts
Massachusetts
$301K +$26.8K +497 +10%
MA
550
Mutual Advisors
Nebraska
$301K +$301K +5,575 New
20 21
22
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