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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 %
BWM
601
BerganKDV Wealth Management
Minnesota
$258K – – –
PCIA
602
Prime Capital Investment Advisors
Kansas
$257K -$13.2K -237 -5%
BIM
603
Baldwin Investment Management
Pennsylvania
$257K -$11.2K -200 -4%
WOC
604
West Oak Capital
California
$257K – – –
AC
605
Alexandria Capital
Virginia
$253K +$56 +1 +0%
Rockefeller Capital Management
606
Rockefeller Capital Management
New York
$252K -$14.7K -264 -6%
JWA
607
JFS Wealth Advisors
Pennsylvania
$249K – – –
OC
608
Oppenheimer & Co
New York
$247K -$236K -4,211 -49%
CP
609
Covenant Partners
Tennessee
$242K – – –
EWA
610
Evolution Wealth Advisors
Florida
$242K – – –
AIM
611
Aspen Investment Management
Michigan
$240K -$11.2K -200 -4%
HCM
612
Howland Capital Management
Massachusetts
$240K – – –
WCWM
613
Willow Creek Wealth Management
California
$239K – – –
BPA
614
Beacon Pointe Advisors
California
$238K – – –
APW
615
Acima Private Wealth
Virginia
$237K – – –
WDL
616
Well Done LLC
Michigan
$236K – – –
Wellington Management Group
617
Wellington Management Group
Massachusetts
$235K +$235K +4,200 New
SCA
618
Snowden Capital Advisors
New York
$235K – – –
VCP
619
Vista Capital Partners
Oregon
$234K – – –
TNBTD
620
Trustmark National Bank Trust Department
Mississippi
$233K +$9.71K +174 +4%
MIM
621
Macroview Investment Management
Maryland
$232K -$33.7K -603 -13%
BF
622
Blankinship & Foster
California
$230K +$728 +13 +0.3%
TL
623
TrueWealth LLC
Georgia
$229K – – –
CWM
624
Calamos Wealth Management
Illinois
$228K – – –
WIA
625
World Investment Advisors
California
$228K +$2.22K +40 +1%
23 24
25
26 27