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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
$144M
2
SV
Starboard Value
New York
$68.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$391M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$45.9M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$283M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.53B
2
Wells Fargo
Wells Fargo
California
$1.52B
3
HNB
Huntington National Bank
Ohio
$58.5M
4
PFG
Pacific Financial Group
Washington
$397K
5
RJA
Raymond James & Associates
Florida
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
601
Covenant Partners
Tennessee
$233K – – –
HCM
602
Howland Capital Management
Massachusetts
$232K -$7.77K -144 -3%
WCWM
603
Willow Creek Wealth Management
California
$231K +$231K +4,273 New
VC
604
Vicus Capital
Pennsylvania
$230K -$84.4K -1,565 -27%
EBT
605
Enterprise Bank & Trust
Massachusetts
$230K +$230K +4,260 New
BPA
606
Beacon Pointe Advisors
California
$230K +$230K +4,280 New
APW
607
Acima Private Wealth
Virginia
$229K -$54K -1,000 -19%
WDL
608
Well Done LLC
Michigan
$228K -$7.78K -144 -3%
CBT
609
Capital Bank & Trust
California
$227K +$189K +3,504 +501%
SCA
610
Snowden Capital Advisors
New York
$227K -$24K -445 -10%
VCP
611
Vista Capital Partners
Oregon
$226K +$226K +4,192 New
LA
612
Lynch & Associates
Indiana
$223K -$43.4K -807 -16%
HCM
613
HM Capital Management
Missouri
$222K -$222K -4,120 -50%
TL
614
TrueWealth LLC
Georgia
$221K – – –
BF
615
Blankinship & Foster
California
$221K +$221K +4,096 New
CWM
616
Calamos Wealth Management
Illinois
$220K -$41K -760 -16%
WIA
617
World Investment Advisors
California
$219K -$177K -3,280 -45%
CBOR
618
Community Bank of Raymore
Missouri
$218K -$53.9K -1,000 -20%
AI
619
Accredited Investors
Minnesota
$217K +$217K +4,021 New
TNBTD
620
Trustmark National Bank Trust Department
Mississippi
$216K +$12.5K +232 +6%
BHIA
621
Birch Hill Investment Advisors
Massachusetts
$216K +$216K +4,000 New
SFG
622
StrategIQ Financial Group
Indiana
$216K +$216K +4,008 New
CA
623
Crewe Advisors
Utah
$215K – – –
PMG
624
ProVise Management Group
Florida
$214K -$421K -7,812 -66%
FNBTCON
625
First National Bank & Trust Co of Newtown
Pennsylvania
$213K -$86.8K -1,608 -29%
23 24
25
26 27