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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 %
IC
201
Intersect Capital
California
$2.81M +$104K +1,929 +4%
SC
202
SouthState Corp
Florida
$2.77M -$101K -1,874 -4%
AL
203
Aspiriant LLC
California
$2.76M -$485K -8,999 -15%
APA
204
American Portfolios Advisors
New York
$2.73M -$28.8K -533 -1%
SCA
205
Stillwater Capital Advisors
Pennsylvania
$2.72M -$141K -2,617 -5%
Impax Asset Management Group
206
Impax Asset Management Group
United Kingdom
$2.7M +$2.7M +50,000 New
CFGS
207
Concourse Financial Group Securities
Alabama
$2.62M +$1.75M +32,466 +202%
Two Sigma Investments
208
Two Sigma Investments
New York
$2.61M +$2.61M +48,436 New
NEPWA
209
New England Private Wealth Advisors
Massachusetts
$2.61M +$8.79K +163 +0.3%
SB
210
Simmons Bank
Arkansas
$2.6M -$28K -519 -1%
WT
211
Whittier Trust
California
$2.57M +$606K +11,233 +31%
PGFC
212
Peapack-Gladstone Financial Corp
New Jersey
$2.57M -$173K -3,200 -6%
LIC
213
Lodestar Investment Counsel
Illinois
$2.54M +$206K +3,825 +9%
CCA
214
Conservest Capital Advisors
Pennsylvania
$2.53M -$2.21K -41 -0.1%
PBO
215
Peoples Bank (Ohio)
Ohio
$2.52M -$101K -1,874 -4%
CL
216
Choreo LLC
Illinois
$2.51M -$135K -2,500 -5%
A
217
AdvicePeriod
California
$2.51M -$3.68M -68,174 -59%
RJT
218
Raymond James Trust
Florida
$2.49M +$21K +390 +0.9%
SWA
219
Sutton Wealth Advisors
Florida
$2.48M -$24.7K -457 -1%
CFG
220
Citizens Financial Group
Rhode Island
$2.48M +$90.4K +1,675 +4%
FC
221
FCA Corp
Texas
$2.46M +$195K +3,606 +9%
HI
222
Horizon Investments
North Carolina
$2.46M +$236K +4,370 +11%
QCG
223
Quadrant Capital Group
Ohio
$2.42M -$167K -3,106 -6%
NFG
224
Nadler Financial Group
Illinois
$2.4M -$248K -4,600 -9%
EBIM
225
Eagle Boston Investment Management
Massachusetts
$2.38M +$29.1K +540 +1%
7 8
9
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