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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 %
FSC
151
Full Sail Capital
Oklahoma
$4.81M -$27K -500 -0.6%
AWE
152
Avidian Wealth Enterprises
Texas
$4.7M +$451K +8,358 +11%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$4.69M +$1.28M +23,644 +37%
FA
154
Fiducient Advisors
Illinois
$4.68M +$2.52M +46,747 +117%
FMWA
155
Forvis Mazars Wealth Advisors
Missouri
$4.66M -$1.17M -21,651 -20%
RWP
156
RWA Wealth Partners
Massachusetts
$4.51M -$11.4K -211 -0.3%
FC
157
Ferris Capital
Massachusetts
$4.49M – – –
I
158
IberiaBank
Louisiana
$4.4M -$215K -3,991 -5%
Citadel Advisors
159
Citadel Advisors
Florida
$4.39M +$4.39M +81,378 New
WSFS
160
Wilmington Savings Fund Society
Delaware
$4.35M -$191K -3,545 -4%
Schroder Investment Management Group
161
Schroder Investment Management Group
United Kingdom
$4.34M -$425K -7,875 -9%
CT
162
Coastline Trust
Rhode Island
$4.32M -$19.3K -357 -0.4%
MAS
163
Madden Advisory Services
Florida
$4.17M – – –
LFAS
164
Level Four Advisory Services
Texas
$4.14M +$67.2K +1,245 +2%
BP
165
Ballentine Partners
Massachusetts
$4.1M +$298K +5,530 +8%
SSB
166
Sandy Spring Bank
Maryland
$4.09M -$127K -2,345 -3%
ATC
167
Argent Trust Co
Tennessee
$4.05M +$47.2K +875 +1%
PFM
168
Parsec Financial Management
North Carolina
$3.91M +$474K +8,790 +14%
HSBC Holdings
169
HSBC Holdings
United Kingdom
$3.91M -$42.9K -795 -1%
CFA
170
Cahill Financial Advisors
Minnesota
$3.89M +$68.6K +1,271 +2%
FPGK
171
Financial Partners Group (Kansas)
Kansas
$3.87M +$1.22M +22,703 +46%
Citigroup
172
Citigroup
New York
$3.84M -$45.8K -849 -1%
AI
173
Atria Investments
North Carolina
$3.79M +$2.14M +39,726 +130%
BIM
174
Bridges Investment Management
Nebraska
$3.71M -$240K -4,440 -6%
CWM
175
Chesapeake Wealth Management
Virginia
$3.7M -$68.2K -1,264 -2%
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