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iShares Russell Mid-Cap ETF
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Overview Fund Activity

654 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 191 increasing their positions, 221 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+83
Holders Change %
+14.54%
% of All Funds
14.85%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
1.02%
New
113
Increased
191
Reduced
221
Closed
22
Calls
$9.57M
Puts
$999K
Net Calls
+$8.58M
Net Calls Change
-$63K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.07B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$249M
3
RJA
Raymond James & Associates
Florida
$44M
4
Jane Street
Jane Street
New York
$11.9M
5
N
Natixis
France
$10.4M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$86.1M
2
V
Veritable
Delaware
$66M
3
HFS
HL Financial Services
Kentucky
$0
4
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$0
5
MSA
Mason Street Advisors
Wisconsin
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Continuum Advisory
Idaho
$2.01M +$416K +7,988 +26%
SEI Investments
227
SEI Investments
Pennsylvania
$2M +$1.26M +24,280 +171%
Manulife (Manufacturers Life Insurance)
228
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2M +$1.05M +20,196 +111%
JG
229
Jefferies Group
New York
$1.99M +$722K +13,876 +57%
AMG
230
Asset Management Group
Connecticut
$1.99M +$94.1K +1,808 +5%
ECM
231
Elgethun Capital Management
South Dakota
$1.98M -$187K -3,600 -9%
GWM
232
Geneos Wealth Management
Colorado
$1.95M +$39.5K +760 +2%
Capital Fund Management (CFM)
233
Capital Fund Management (CFM)
France
$1.94M +$1.94M +37,200 New
HWP
234
Hefty Wealth Partners
Indiana
$1.92M +$224K +4,304 +13%
AFC
235
AFT Forsyth & Company
Florida
$1.88M +$1.88M +36,132 New
MBT
236
Montecito Bank & Trust
California
$1.86M -$6.87K -132 -0.4%
UBS AM
237
UBS AM
Illinois
$1.84M – – –
FAG
238
Financial Advisory Group
Texas
$1.84M – – –
MCM
239
MAI Capital Management
Ohio
$1.83M +$8.33K +160 +0.5%
CSM
240
CAMG Solamere Management
North Carolina
$1.83M +$20K +384 +1%
AP
241
Appleton Partners
Massachusetts
$1.82M +$142K +2,720 +8%
DWM
242
Dakota Wealth Management
Florida
$1.79M +$75.1K +1,444 +4%
IC
243
Intersect Capital
California
$1.79M +$194K +3,724 +12%
1SB
244
1ST Source Bank
Indiana
$1.79M – – –
LIC
245
Lodestar Investment Counsel
Illinois
$1.76M +$89.5K +1,720 +5%
CTA
246
Chesley Taft & Associates
Illinois
$1.75M -$10.4K -200 -0.6%
FUBT
247
First United Bank & Trust
Maryland
$1.74M -$56.2K -1,080 -3%
IA
248
IFP Advisors
Florida
$1.73M -$63.3K -1,216 -4%
SC
249
Scotia Capital
Ontario, Canada
$1.67M -$264K -5,080 -14%
PFA
250
Pathway Financial Advisors
Vermont
$1.67M +$1.67M +32,000 New
8 9
10
11 12