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iShares Russell Mid-Cap ETF
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Overview Fund Activity

763 hedge funds and large institutions have $15.3B invested in iShares Russell Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 244 reducing their positions, and 37 closing their positions.

Holders
763
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
16.76%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
1.21%
New
47
Increased
260
Reduced
244
Closed
37
Calls
$8M
Puts
$3.12M
Net Calls
+$4.87M
Net Calls Change
+$1.62M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.21B
2
US Bancorp
2
US Bancorp
Minnesota
$493M
3
Bank of America
3
Bank of America
North Carolina
$2.77B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$318M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$449M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.45M
2
SV
2
Starboard Value
New York
$62.7M
3
MMA
3
Miracle Mile Advisors
California
$30.4M
4
Franklin Resources
4
Franklin Resources
California
$6.75M
5
TFA
5
Transamerica Financial Advisors
Florida
$441K
Name Market Value Shares Shares
Change 		Shares
Change %
OC
76
Oakworth Capital
Alabama
$15.6M 278,894 -309 -0.1%
ACB
77
Aristotle Capital Boston
Massachusetts
$15.6M 278,718 -4,580 -2%
Creative Planning
78
Creative Planning
Kansas
$15.5M 277,003 +891 +0.3%
PG
79
Proffitt & Goodson
Tennessee
$15.3M 273,389 +1,699 +0.6%
Comerica Bank
80
Comerica Bank
Texas
$15M 266,414 -14,914 -5%
GLI
81
Guardian Life Insurance
New York
$14.7M 262,152 – –
MWP
82
MYCIO Wealth Partners
Pennsylvania
$14.6M 261,228 +22,676 +10%
Stifel Financial
83
Stifel Financial
Missouri
$14.6M 261,266 +66,577 +34%
DADC
84
D.A. Davidson & Co
Montana
$14.2M 252,952 +7,735 +3%
CG
85
Colony Group
Massachusetts
$13.9M 247,884 -7,880 -3%
MAFM
86
Mid Atlantic Financial Management
Pennsylvania
$13.8M 246,684 -188 -0.1%
PI
87
PFS Investments
Georgia
$13.7M 244,475 +16,787 +7%
GG
88
Gofen & Glossberg
Illinois
$13.6M 243,847 -1,786 -0.7%
CI
89
CX Institutional
Indiana
$13.5M 241,757 +16,121 +7%
AF
90
Alerus Financial
North Dakota
$13.3M 237,686 -98,558 -29%
PSUF
91
People's United Financial
Connecticut
$12.6M 225,194 +355 +0.2%
Kayne Anderson Rudnick Investment Management
92
Kayne Anderson Rudnick Investment Management
California
$11.6M 207,023 +8,882 +4%
JFGIW
93
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.4M 202,943 -4,687 -2%
CCM
94
Coldstream Capital Management
Washington
$11.3M 202,154 +2,863 +1%
B
95
Bailard
California
$11.1M 198,132 -3,450 -2%
PP
96
Pegasus Partners
Wisconsin
$11M 195,754 -29,338 -13%
SQA
97
Simon Quick Advisors
New Jersey
$10.9M 194,864 +93,283 +92%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$10.8M 192,799 +103,191 +115%
FA
99
FDx Advisors
Illinois
$10.7M 192,078 +4,429 +2%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$10.6M 188,836 -30,290 -14%
2 3
4
5 6