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iShares Russell Mid-Cap ETF
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Overview Fund Activity

672 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 233 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+18
Holders Change %
+2.75%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
55
Increased
223
Reduced
233
Closed
33
Calls
$21.7M
Puts
$3.18M
Net Calls
+$18.5M
Net Calls Change
+$9.91M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$49M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$38M
4
HFS
HL Financial Services
Kentucky
+$27.1M
5
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
+$20M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$86.1M
2
Wells Fargo
Wells Fargo
California
-$64.3M
3
SB
Suntrust Banks
Georgia
-$23.3M
4
GLI
Guardian Life Insurance
New York
-$17.2M
5
KeyBank National Association
KeyBank National Association
Ohio
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
226
Fund Evaluation Group
Ohio
$2.1M -$52.8K -1,024 -2%
APA
227
American Portfolios Advisors
New York
$2.09M +$413 +8 +0%
AMG
228
Asset Management Group
Connecticut
$2.05M +$79.9K +1,548 +4%
FANJ
229
Financial Architects (New Jersey)
New Jersey
$2.05M +$10.5K +204 +0.5%
SNT
230
Security National Trust
West Virginia
$2M -$5.16K -100 -0.3%
UBS AM
231
UBS AM
Illinois
$1.98M +$155K +2,996 +8%
PCG
232
Private Capital Group
Connecticut
$1.98M +$5.78K +112 +0.3%
HWP
233
Hefty Wealth Partners
Indiana
$1.96M +$55.3K +1,072 +3%
SG Americas Securities
234
SG Americas Securities
New York
$1.96M +$1.83M +35,480 +1,478%
CSM
235
CAMG Solamere Management
North Carolina
$1.9M +$89.7K +1,736 +5%
DWM
236
Dakota Wealth Management
Florida
$1.88M +$106K +2,060 +6%
FNBOO
237
First National Bank of Omaha
Nebraska
$1.87M -$172K -3,340 -8%
GWM
238
Geneos Wealth Management
Colorado
$1.84M -$92.5K -1,792 -5%
LWS
239
Lucia Wealth Services
California
$1.83M +$1.62M +31,436 +772%
EBIM
240
Eagle Boston Investment Management
Massachusetts
$1.83M +$329K +6,368 +22%
ECM
241
Elgethun Capital Management
South Dakota
$1.83M -$136K -2,628 -7%
FAG
242
Financial Advisory Group
Texas
$1.82M – – –
MCM
243
MAI Capital Management
Ohio
$1.82M +$1.45K +28 +0.1%
AFC
244
AFT Forsyth & Company
Florida
$1.78M -$82.2K -1,592 -4%
AP
245
Appleton Partners
Massachusetts
$1.78M -$28.9K -560 -2%
1SB
246
1ST Source Bank
Indiana
$1.77M – – –
IA
247
IFP Advisors
Florida
$1.73M – – –
CTA
248
Chesley Taft & Associates
Illinois
$1.73M – – –
IAM
249
Iridian Asset Management
Connecticut
$1.73M -$1.85M -35,800 -52%
LIC
250
Lodestar Investment Counsel
Illinois
$1.7M -$51.6K -1,000 -3%
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