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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 %
ClearBridge Investments
776
ClearBridge Investments
New York
– -$663K -14,269 Closed
S
777
Surevest
California
– -$419K -9,020 Closed
MWM
778
Meridian Wealth Management
Kentucky
– -$412K -8,853 Closed
GA
779
GFS Advisors
Texas
– -$375K -8,076 Closed
SLG
780
Stanley-Laman Group
Pennsylvania
– -$359K -7,728 Closed
ECM
781
ETrade Capital Management
Virginia
– -$262K -5,634 Closed
JPG
782
Jordan Park Group
California
– -$262K -5,629 Closed
HB
783
Homrich & Berg
Georgia
– -$260K -5,600 Closed
RA
784
RFG Advisory
Alabama
– -$242K -5,208 Closed
PS
785
Portfolio Solutions
Michigan
– -$236K -5,084 Closed
PA
786
Pinnacle Associates
New York
– -$230K -4,944 Closed
JAFL
787
Jay A. Fishman Ltd
Michigan
– -$214K -4,600 Closed
CC
788
Claybrook Capital
Massachusetts
– -$203K -4,364 Closed
RWA
789
River Wealth Advisors
Pennsylvania
– -$140K -3,010 Closed
LWA
790
Lenox Wealth Advisors
New York
– -$132K -2,836 Closed
AWM
791
Alterna Wealth Management
Texas
– -$540K -2,810 Closed
SS
792
Sunbelt Securities
Texas
– -$623K -2,499 Closed
LNB
793
Ledyard National Bank
– -$97K -2,092 Closed
EWA
794
ERTS Wealth Advisors
Michigan
– -$94K -2,024 Closed
DWM
795
Doyle Wealth Management
Florida
– -$66K -1,430 Closed
Chevy Chase Trust
796
Chevy Chase Trust
Maryland
– -$65K -1,396 Closed
SGS
797
Sterling Global Strategies
California
– -$55.8K -1,200 Closed
W
798
Wealthquest
Ohio
– -$249K -1,130 Closed
VCM
799
Vigilant Capital Management
Maine
– -$50K -1,080 Closed
CA
800
Claro Advisors
Massachusetts
– -$189K -858 Closed
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