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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 %
SWP
176
Stratos Wealth Partners
Ohio
$3.69M -$92K -1,706 -2%
CRC
177
Curi RMB Capital
Illinois
$3.66M -$450K -8,342 -11%
MAM
178
Marquette Asset Management
Minnesota
$3.64M +$83.5K +1,548 +2%
EVM
179
Eaton Vance Management
Massachusetts
$3.56M +$93.6K +1,734 +3%
UCFA
180
United Capital Financial Advisors
Texas
$3.56M -$11.3M -209,827 -76%
WB
181
Webster Bank
Connecticut
$3.43M -$125K -2,321 -4%
SAM
182
Silvercrest Asset Management
New York
$3.42M +$7.55K +140 +0.2%
RWA
183
Ropes Wealth Advisors
Massachusetts
$3.41M +$46.5K +861 +1%
FNT
184
First National Trust
Pennsylvania
$3.35M -$276K -5,121 -8%
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$3.3M +$70.8K +1,313 +2%
SBH
186
Segall Bryant & Hamill
Illinois
$3.26M -$413K -7,657 -11%
MC
187
Middleton & Co
Massachusetts
$3.24M +$5.13K +95 +0.2%
EA
188
Elm Advisors
California
$3.23M +$60.7K +1,125 +2%
TC
189
Telemus Capital
Michigan
$3.19M -$1.05M -19,430 -25%
ST
190
Sabal Trust
Florida
$3.17M +$55K +1,020 +2%
WIC
191
Whitegate Investment Counselors
New Hampshire
$3.12M +$214K +3,959 +7%
WPW
192
Winthrop Partners - WNY
New York
$3M +$1.51M +27,615 +101%
Cerity Partners
193
Cerity Partners
New York
$3M -$9.93M -184,099 -77%
PFM
194
Phillips Financial Management
Indiana
$2.98M -$10.1K -185 -0.3%
BWM
195
BT Wealth Management
Georgia
$2.91M -$294K -5,446 -9%
BCM
196
BTC Capital Management
Iowa
$2.89M – – –
EIG
197
Ellenbecker Investment Group
Wisconsin
$2.89M +$1.52M +28,223 +111%
EWM
198
Executive Wealth Management
Michigan
$2.86M +$67K +1,242 +2%
WIA
199
Wealthstreet Investment Advisors
Texas
$2.82M +$80.9K +1,500 +3%
CHC
200
City Holding Co
West Virginia
$2.82M +$39.7K +735 +1%
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