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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 %
FUBT
251
First United Bank & Trust
Maryland
$1.68M -$45.4K -880 -3%
SC
252
Scotia Capital
Ontario, Canada
$1.66M +$2.89K +56 +0.2%
ASN
253
Advisory Services Network
Georgia
$1.66M -$557K -10,788 -25%
PFA
254
Pathway Financial Advisors
Vermont
$1.65M – – –
Principal Financial Group
255
Principal Financial Group
Iowa
$1.65M -$1.15M -22,360 -41%
BCA
256
Berman Capital Advisors
Georgia
$1.55M -$25K -484 -2%
CAM
257
Carret Asset Management
New York
$1.54M +$268K +5,200 +21%
PWPCM
258
Perella Weinberg Partners Capital Management
New York
$1.53M +$1.53M +29,668 New
CC
259
Courier Capital
New York
$1.53M -$12K -232 -0.8%
WT
260
Whittier Trust
California
$1.52M +$30.3K +588 +2%
VFA
261
Voya Financial Advisors
Connecticut
$1.51M -$1.17M -22,992 -44%
DY
262
Dowling & Yahnke
California
$1.48M -$47.1K -912 -3%
WPW
263
Winthrop Partners - WNY
New York
$1.48M +$223K +4,392 +18%
AllianceBernstein
264
AllianceBernstein
Tennessee
$1.43M +$164K +3,172 +13%
CTC
265
Central Trust Company
Missouri
$1.43M -$150K -2,916 -10%
HCM
266
HMS Capital Management
Tennessee
$1.4M +$780K +15,100 +126%
GHAM
267
Gilman Hill Asset Management
Connecticut
$1.35M +$74.3K +1,440 +6%
FFS
268
Founders Financial Securities
Maryland
$1.35M +$54.3K +1,052 +4%
FC
269
FCA Corp
Texas
$1.35M +$119K +2,300 +10%
WTFG
270
Wells Trecaso Financial Group
Ohio
$1.33M – – –
GBT
271
Grove Bank & Trust
Florida
$1.32M – – –
CT
272
CPF Texas
Texas
$1.32M +$218K +4,232 +20%
Millennium Management
273
Millennium Management
New York
$1.31M +$98.2K +1,904 +8%
AA
274
Ancora Advisors
Ohio
$1.3M +$356K +6,896 +38%
BG
275
Bahl & Gaynor
Ohio
$1.28M -$1.65K -32 -0.1%
9 10
11
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