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iShares Russell Mid-Cap ETF
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Overview Fund Activity

763 hedge funds and large institutions have $15.3B invested in iShares Russell Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
16.76%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
1.21%
New
47
Increased
260
Reduced
244
Closed
37
Calls
$8M
Puts
$3.12M
Net Calls
+$4.87M
Net Calls Change
+$1.62M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.21B
2
US Bancorp
US Bancorp
Minnesota
$493M
3
Bank of America
Bank of America
North Carolina
$2.77B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$318M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$449M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$51.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.45M
3
SV
Starboard Value
New York
$62.7M
4
MMA
Miracle Mile Advisors
California
$30.4M
5
Franklin Resources
Franklin Resources
California
$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
576
BLB&B Advisors
Pennsylvania
$295K – – –
RBC
577
Roble Belko & Company
Pennsylvania
$294K – – –
CBFP
578
Cedar Brook Financial Partners
Ohio
$293K +$4.03K +72 +1%
CIBC World Market
579
CIBC World Market
Ontario, Canada
$293K +$293K +5,245 New
MWM
580
Mission Wealth Management
California
$289K -$60.9K -1,088 -17%
TFS
581
Thoroughbred Financial Services
Tennessee
$289K +$289K +5,169 New
AIA
582
Arbor Investment Advisors
North Carolina
$288K +$224 +4 +0.1%
EWM
583
Empirical Wealth Management
Washington
$286K +$6.26K +112 +2%
WWM
584
Western Wealth Management
Colorado
$284K -$4.46K -80 -2%
GFS
585
GYL Financial Synergies
Connecticut
$280K – – –
AOWM
586
Alpha Omega Wealth Management
Virginia
$279K -$57.6K -1,002 -17%
TAM
587
Tradition Asset Management
Virginia
$279K +$279K +5,000 New
BWA
588
BDO Wealth Advisors
Florida
$278K – – –
SCA
589
Stonebridge Capital Advisors
Minnesota
$277K +$225K +4,024 +432%
BFA
590
Bragg Financial Advisors
North Carolina
$277K +$277K +4,952 New
OC
591
Oppenheimer & Co
New York
$276K +$29K +518 +12%
AIM
592
Aspen Investment Management
Michigan
$275K +$35.1K +628 +15%
PWA
593
Providence Wealth Advisors
Illinois
$274K – – –
PWS
594
Paragon Wealth Strategies
Florida
$273K +$504 +9 +0.2%
IA
595
IFG Advisory
Georgia
$273K +$273K +4,894 New
CAM
596
Crestone Asset Management
Colorado
$271K – – –
LRIA
597
Leonard Rickey Investment Advisors
Washington
$271K – – –
FAIM
598
Financial Advocates Investment Management
Washington
$270K +$2.97K +53 +1%
LFS
599
Lutz Financial Services
Nebraska
$269K – – –
HW
600
Hancock Whitney
Mississippi
$268K -$2.02K -36 -0.7%
22 23
24
25 26