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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 %
FNBOO
251
First National Bank of Omaha
Nebraska
$1.78M +$190K +4,080 +12%
FANJ
252
Financial Architects (New Jersey)
New Jersey
$1.77M -$9.21K -198 -0.5%
BWP
253
Bernardo Wealth Planning
Pennsylvania
$1.77M +$1.77M +38,026 New
MCM
254
MAI Capital Management
Ohio
$1.76M +$116K +2,504 +7%
SCM
255
Sterling Capital Management
North Carolina
$1.74M +$287K +6,174 +20%
Invesco
256
Invesco
Georgia
$1.72M +$1.72M +37,065 New
HCMT
257
Highland Capital Management (Tennessee)
Tennessee
$1.7M +$122K +2,630 +8%
WT
258
Whittier Trust
California
$1.69M +$42K +904 +3%
FBB
259
Fulton Breakefield Broenniman
Maryland
$1.68M +$1.68M +36,066 New
AP
260
Appleton Partners
Massachusetts
$1.67M +$91.8K +1,975 +6%
Natixis Advisors
261
Natixis Advisors
Massachusetts
$1.67M +$1.67M +35,907 New
FAG
262
Financial Advisory Group
Texas
$1.64M – – –
ECM
263
Elgethun Capital Management
South Dakota
$1.64M – – –
PFA
264
Pathway Financial Advisors
Vermont
$1.64M -$4.91M -105,600 -75%
CT
265
Cambridge Trust
Massachusetts
$1.62M +$577K +12,417 +56%
TA
266
Tiedemann Advisors
New York
$1.61M +$33.6K +723 +2%
GIM
267
Goelzer Investment Management
Indiana
$1.61M +$7.44K +160 +0.5%
CTA
268
Chesley Taft & Associates
Illinois
$1.54M -$18.6K -400 -1%
PMG
269
Private Management Group
California
$1.53M – – –
AFC
270
AFT Forsyth & Company
Florida
$1.52M -$92.9K -2,000 -6%
EWM
271
Evercore Wealth Management
New York
$1.52M -$5.72K -123 -0.4%
DY
272
Dowling & Yahnke
California
$1.5M -$104 -2 -0%
GHAM
273
Gilman Hill Asset Management
Connecticut
$1.5M +$9.76K +210 +0.7%
CS
274
Credit Suisse
Switzerland
$1.46M +$1.2M +25,863 +461%
WB
275
WesBanco Bank
West Virginia
$1.44M +$568K +12,214 +65%
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