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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.

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
1
Avantax Advisory Services
Texas
$144M
2
SV
2
Starboard Value
New York
$68.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$391M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$45.9M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$283M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.53B
2
Wells Fargo
2
Wells Fargo
California
$1.52B
3
PFG
3
Pacific Financial Group
Washington
$397K
4
RJA
4
Raymond James & Associates
Florida
$60.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.53B 46,846,977 -2,467,275 -5%
Wells Fargo
2
Wells Fargo
California
$1.52B 28,263,971 -1,204,372 -4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.01B 18,791,764 -154,000 -0.8%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$727M 13,481,815 -183,096 -1%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$391M 7,255,051 +396,864 +6%
TF
6
TIAA FSB
Florida
$381M 7,058,207 +214,584 +3%
UBS Group
7
UBS Group
Switzerland
$366M 6,780,231 -72,206 -1%
Northern Trust
8
Northern Trust
Illinois
$336M 6,220,665 +192,734 +3%
US Bancorp
9
US Bancorp
Minnesota
$307M 5,687,436 -144,119 -2%
Ameriprise
10
Ameriprise
Minnesota
$303M 5,612,684 -142,853 -2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$283M 5,246,350 +280,378 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$259M 4,792,194 -280,099 -6%
Morgan Stanley
13
Morgan Stanley
New York
$215M 3,991,160 -197,872 -5%
Goldman Sachs
14
Goldman Sachs
New York
$169M 3,138,806 -4,039 -0.1%
ANTB
15
AMG National Trust Bank
Colorado
$169M 3,134,855 +202,853 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$153M 2,831,518 +47,004 +2%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$146M 2,705,719 -39,185 -1%
AAS
18
Avantax Advisory Services
Texas
$144M 2,660,403 +2,376,572 +837%
KeyBank National Association
19
KeyBank National Association
Ohio
$140M 2,595,544 -88,291 -3%
SB
20
Suntrust Banks
Georgia
$128M 2,368,693 +158,727 +7%
V
21
Veritable
Delaware
$123M 2,277,492 -697 -0%
Truist Financial
22
Truist Financial
North Carolina
$116M 2,151,959 +111,881 +5%
LPL Financial
23
LPL Financial
California
$105M 1,945,166 +15,769 +0.8%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$99.6M 1,845,673 -32,142 -2%
CCA
25
Catalyst Capital Advisors
New York
$91M 1,686,527 -92,461 -5%
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