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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 %
CAGAS
751
Capital Advisory Group Advisory Services
Minnesota
$4K – – –
Victory Capital Management
752
Victory Capital Management
Texas
$3K -$9.94K -212 -77%
MFW
753
Mosaic Family Wealth
Missouri
$3K – – –
SIS
754
Sound Income Strategies
Florida
$3K – – –
RFM
755
Royal Fund Management
Florida
$3K – – –
GT
756
Glenmede Trust
Pennsylvania
$2.7K -$235 -4,361 -8%
PFO
757
Pathstone Family Office
New Jersey
$2K -$598K -13,156 -100%
SWP
758
Strategic Wealth Partners
Ohio
$2K – – –
RIA
759
Realta Investment Advisors
Delaware
$1K +$1K +20 New
Select Equity Group
760
Select Equity Group
New York
– -$4.08M -87,673 Closed
SG Americas Securities
761
SG Americas Securities
New York
– -$3.68M -79,116 Closed
NAP
762
New Amsterdam Partners
New York
– -$3.4M -73,164 Closed
Neuberger Berman Group
763
Neuberger Berman Group
New York
– -$2.57M -55,333 Closed
SGCA
764
Steel Grove Capital Advisors
Tennessee
– -$2.5M -53,756 Closed
EAM
765
Eagle Asset Management
Florida
– -$2.37M -50,983 Closed
BP
766
BBR Partners
New York
– -$2.24M -48,158 Closed
Invesco
767
Invesco
Georgia
– -$1.72M -37,065 Closed
CS
768
Credit Suisse
Switzerland
– -$1.46M -31,471 Closed
IDA
769
Intelligence Driven Advisers
California
– -$1.25M -26,833 Closed
HIMCH
770
Hartford Investment Management Co (HIMCO)
Connecticut
– -$1.04M -22,371 Closed
CCWA
771
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$878K -18,900 Closed
FC
772
Fairpointe Capital
Illinois
– -$869K -18,700 Closed
MIH
773
Madison Investment Holdings
Wisconsin
– -$858K -18,464 Closed
OWA
774
One Wealth Advisors
California
– -$715K -15,383 Closed
PCM
775
Penn Capital Management
Pennsylvania
– -$669K -14,385 Closed
29 30
31
32 33