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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 %
MSA
301
Mason Street Advisors
Wisconsin
$1.09M – – –
CT
302
Cambridge Trust
Massachusetts
$1.09M -$51.6K -1,000 -5%
AF
303
Arrow Financial
New York
$1.09M +$332K +6,424 +44%
Capital Fund Management (CFM)
304
Capital Fund Management (CFM)
France
$1.07M -$846K -16,400 -44%
FDCC
305
Foster Dykema Cabot & Co
Massachusetts
$1.06M – – –
AIA
306
Armor Investment Advisors
North Carolina
$1.06M +$67.1K +1,300 +7%
HAFS
307
Hapanowicz & Associates Financial Services
Pennsylvania
$1.05M +$74.7K +1,476 +8%
WPC
308
Waters Parkerson & Co
Louisiana
$1.05M – – –
Wolverine Trading
309
Wolverine Trading
Illinois
$1.04M +$416K +8,068 +67%
CCT
310
Country Club Trust
Missouri
$1.03M -$232K -4,500 -18%
CNAM
311
Campbell Newman Asset Management
Wisconsin
$1M – – –
NGA
312
Naples Global Advisors
Florida
$997K +$20.6K +400 +2%
BAC
313
Boys Arnold & Co
North Carolina
$996K +$17.9K +344 +2%
AC
314
Alley Company
Illinois
$989K – – –
HS
315
Horan Securities
United States
$982K -$47.4K -920 -5%
MMG
316
Monetary Management Group
Missouri
$976K – – –
FCAG
317
First Capital Advisors Group
New Jersey
$962K -$61.1K -1,184 -6%
RG
318
Rikoon Group
New Mexico
$950K -$202 -4 -0%
AIS
319
American Investment Services
Massachusetts
$939K +$939K +18,196 New
AWM
320
Avior Wealth Management
Nebraska
$936K +$1.24K +24 +0.1%
PMFA
321
Plante Moran Financial Advisors
Michigan
$926K -$17.1K -332 -2%
WB
322
WesBanco Bank
West Virginia
$905K -$157K -3,048 -15%
CCM
323
Catawba Capital Management
Virginia
$887K – – –
CAM
324
Chandler Asset Management
California
$881K +$881K +17,064 New
ATC
325
Argent Trust Co
Tennessee
$880K -$33K -640 -4%
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13
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