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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 %
OWP
626
Obermeyer Wealth Partners
Colorado
$213K +$213K +3,940 New
AUB
627
Atlantic Union Bankshares
Virginia
$213K +$213K +3,952 New
BCP
628
Blue Chip Partners
Michigan
$212K -$37.4K -694 -15%
PB
629
Pinnacle Bancorp
Nebraska
$212K +$61.1K +1,134 +40%
BBHC
630
Brown Brothers Harriman & Co
New York
$211K – – –
PCTC
631
Perkins Coie Trust Company
Washington
$211K – – –
DAS
632
Dynamic Advisor Solutions
Arizona
$211K +$211K +3,920 New
DW
633
Domani Wealth
Pennsylvania
$210K +$210K +3,898 New
PC
634
Pecaut & Co
Iowa
$209K – – –
PCMC
635
Private Capital Management (Colorado)
Colorado
$209K +$209K +3,868 New
First Manhattan
636
First Manhattan
New York
$208K – – –
TFA
637
TPG Financial Advisors
Oregon
$205K +$205K +3,760 New
FBA
638
Front Barnett Associates
Illinois
$205K +$205K +3,800 New
CBT
639
Central Bank & Trust
Kentucky
$203K +$432 +8 +0.2%
AWM
640
AllSquare Wealth Management
New York
$202K -$80.8K -1,500 -29%
JFA
641
JNBA Financial Advisors
Minnesota
$199K +$16.3K +301 +9%
MI
642
Markston International
New York
$194K – – –
OFS
643
Orrstown Financial Services
Pennsylvania
$191K -$241K -4,477 -56%
SWM
644
SeaCrest Wealth Management
New York
$191K -$185K -3,428 -49%
CT
645
Clearstead Trust
Maine
$189K -$48.2K -892 -20%
TIM
646
Tortoise Investment Management
New York
$183K – – –
1IA
647
1834 Investment Advisors
Wisconsin
$168K – – –
FRA
648
Front Row Advisors
California
$166K +$1.35K +25 +0.8%
FMTCOCP
649
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$166K +$69.2K +1,280 +71%
AF
650
Advisornet Financial
Minnesota
$158K -$3.29K -61 -2%
24 25
26
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