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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 %
UCFA
176
United Capital Financial Advisors
Texas
$3.89M 69,592 +1,204 +2%
MAM
177
Marquette Asset Management
Minnesota
$3.79M 67,733 -700 -1%
WAM
178
Weatherly Asset Management
California
$3.77M 67,324 -17,159 -20%
CWM
179
Chesapeake Wealth Management
Virginia
$3.74M 66,877 +117 +0.2%
EVM
180
Eaton Vance Management
Massachusetts
$3.63M 64,793 -2,021 -3%
Brown Advisory
181
Brown Advisory
Maryland
$3.56M 63,677 -49,446 -44%
CRC
182
Curi RMB Capital
Illinois
$3.54M 63,251 -3,504 -5%
SBH
183
Segall Bryant & Hamill
Illinois
$3.5M 62,453 +1,214 +2%
State Street
184
State Street
Massachusetts
$3.48M 62,236 +16,748 +37%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$3.45M 61,651 -348,651 -85%
RJT
186
Raymond James Trust
Florida
$3.45M 61,669 +14,229 +30%
SAM
187
Silvercrest Asset Management
New York
$3.41M 60,975 -2,317 -4%
RWA
188
Ropes Wealth Advisors
Massachusetts
$3.4M 60,783 -1,397 -2%
FNT
189
First National Trust
Pennsylvania
$3.38M 60,336 -875 -1%
CHC
190
City Holding Co
West Virginia
$3.37M 60,214 +4,948 +9%
WB
191
Webster Bank
Connecticut
$3.31M 59,062 +975 +2%
EA
192
Elm Advisors
California
$3.3M 59,018 -475 -0.8%
MC
193
Middleton & Co
Massachusetts
$3.3M 58,995 -900 -2%
TC
194
Telemus Capital
Michigan
$3.28M 58,594 – –
WPW
195
Winthrop Partners - WNY
New York
$3.27M 58,525 +2,583 +5%
BIM
196
Bridges Investment Management
Nebraska
$3.27M 58,485 -7,594 -11%
EWM
197
Evercore Wealth Management
New York
$3.26M 58,301 +4,526 +8%
WIC
198
Whitegate Investment Counselors
New Hampshire
$3.21M 57,329 +170 +0.3%
ST
199
Sabal Trust
Florida
$3.2M 57,216 +301 +0.5%
SWP
200
Stratos Wealth Partners
Ohio
$3.18M 56,831 -1,018 -2%
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