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iShares Russell Mid-Cap ETF
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Overview Fund Activity

745 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 267 increasing their positions, 204 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+58
Holders Change %
+8.44%
% of All Funds
16.63%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.03%
New
120
Increased
267
Reduced
204
Closed
55
Calls
$953K
Puts
$1.17M
Net Calls
-$214K
Net Calls Change
-$5.77M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$227M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140M
3
Wells Fargo
Wells Fargo
California
+$103M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$90.2M
5
V
Veritable
Delaware
+$48.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$134M
2
FFA
Fragasso Financial Advisors
Pennsylvania
-$85.2M
3
HNB
Huntington National Bank
Ohio
-$64M
4
Ameriprise
Ameriprise
Minnesota
-$32.2M
5
Goldman Sachs
Goldman Sachs
New York
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
226
Raymond James Trust
Florida
$2.12M +$116K +2,488 +6%
SPC
227
Sigma Planning Corp
Michigan
$2.07M +$92.5K +1,989 +5%
SJIM
228
St. Johns Investment Management
Florida
$2.06M +$12.1K +260 +0.6%
CFG
229
Citizens Financial Group
Rhode Island
$2.06M -$22.7K -488 -1%
EBIM
230
Eagle Boston Investment Management
Massachusetts
$2.02M +$68.9K +1,482 +4%
LIC
231
Lodestar Investment Counsel
Illinois
$2.01M +$13.7K +295 +0.7%
Two Sigma Advisers
232
Two Sigma Advisers
New York
$1.98M -$3.76M -81,000 -66%
IA
233
IFP Advisors
Florida
$1.97M -$492K -10,679 -20%
MCWS
234
McKinley Carter Wealth Services
West Virginia
$1.96M +$604 +13 +0%
FC
235
FCA Corp
Texas
$1.95M +$55.2K +1,187 +3%
CSM
236
CAMG Solamere Management
North Carolina
$1.92M +$129K +2,760 +7%
HI
237
Horizon Investments
North Carolina
$1.92M -$225K -4,830 -10%
NAM
238
NTV Asset Management
West Virginia
$1.9M – – –
CA
239
Continuum Advisory
Idaho
$1.87M -$101K -2,167 -5%
GWM
240
Geneos Wealth Management
Colorado
$1.87M -$3.78K -82 -0.2%
AMG
241
Asset Management Group
Connecticut
$1.87M +$18.5K +397 +1%
FA
242
Fiducient Advisors
Illinois
$1.86M +$123K +2,642 +7%
FCFC
243
First Commonwealth Financial Corp
Pennsylvania
$1.85M +$93.4K +2,009 +5%
MBT
244
Montecito Bank & Trust
California
$1.84M -$933K -20,075 -34%
PCG
245
Private Capital Group
Connecticut
$1.84M +$78.1K +1,681 +4%
DWM
246
Dakota Wealth Management
Florida
$1.8M -$5.31M -24,323 -75%
LW
247
Linscomb Wealth
Texas
$1.8M +$1.2M +25,917 +202%
UBS AM
248
UBS AM
Illinois
$1.79M -$9.9K -213 -0.5%
SNT
249
Security National Trust
West Virginia
$1.79M – – –
CAM
250
Carret Asset Management
New York
$1.78M +$51.8K +1,115 +3%
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