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iShares Russell Mid-Cap ETF
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Overview Fund Activity

760 hedge funds and large institutions have $14.7B invested in iShares Russell Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 255 increasing their positions, 260 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
16.53%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.02%
New
51
Increased
255
Reduced
260
Closed
39
Calls
$4.64M
Puts
$1.38M
Net Calls
+$3.26M
Net Calls Change
+$3.47M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.95B
2
Bank of America
Bank of America
North Carolina
$2.72B
3
US Bancorp
US Bancorp
Minnesota
$410M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$335M
5
ANTB
AMG National Trust Bank
Colorado
$196M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$56.4M
2
RGIA
Rainier Group Investment Advisory
Washington
$24.9M
3
FIM
Foresters Investment Management
New York
$0
4
BlackRock
BlackRock
New York
$19.8M
5
V
Veritable
Delaware
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
576
BLB&B Advisors
Pennsylvania
$295K – – –
RBC
577
Roble Belko & Company
Pennsylvania
$294K – – –
WWM
578
Western Wealth Management
Colorado
$288K – – –
CBFP
579
Cedar Brook Financial Partners
Ohio
$288K +$893 +16 +0.3%
AIA
580
Arbor Investment Advisors
North Carolina
$288K +$7.77K +139 +3%
GFS
581
GYL Financial Synergies
Connecticut
$280K -$19K -340 -6%
EWM
582
Empirical Wealth Management
Washington
$280K – – –
BWA
583
BDO Wealth Advisors
Florida
$278K – – –
CBN
584
Cadence Bank NA
Texas
$277K – – –
GP
585
Geneva Partners
Wisconsin
$277K – – –
PMG
586
ProVise Management Group
Florida
$276K +$53.7K +960 +24%
IP
587
Investment Partners
Ohio
$275K -$75.7K -1,355 -22%
PWA
588
Providence Wealth Advisors
Illinois
$275K – – –
PWS
589
Paragon Wealth Strategies
Florida
$272K +$224 +4 +0.1%
CAM
590
Crestone Asset Management
Colorado
$271K – – –
LRIA
591
Leonard Rickey Investment Advisors
Washington
$271K – – –
HW
592
Hancock Whitney
Mississippi
$269K +$269K +4,820 New
LFS
593
Lutz Financial Services
Nebraska
$268K +$725 +13 +0.3%
EBT
594
Enterprise Bank & Trust
Massachusetts
$268K +$30K +536 +13%
TFA
595
TPG Financial Advisors
Oregon
$268K +$54.3K +956 +25%
S
596
Surevest
California
$267K +$267K +4,784 New
FAIM
597
Financial Advocates Investment Management
Washington
$266K – – –
KWA
598
KCS Wealth Advisory
California
$265K +$265K +4,740 New
BAM
599
Barrett Asset Management
New York
$262K – – –
BCP
600
Blue Chip Partners
Michigan
$260K +$40.2K +719 +18%
22 23
24
25 26