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iShares Russell Mid-Cap ETF

669 hedge funds and large institutions have $12.1B invested in iShares Russell Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
15.34%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1.05%
New
39
Increased
192
Reduced
215
Closed
37
Calls
$24.2M
Puts
$3.9M
Net Calls
+$20.3M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NGA
301
Naples Global Advisors
Florida
$1.03M
MMG
302
Monetary Management Group
Missouri
$1M
RG
303
Rikoon Group
New Mexico
$1M +$212 +4 +0%
WTFG
304
Wells Trecaso Financial Group
Ohio
$992K -$371K -6,988 -27%
FCAG
305
First Capital Advisors Group
New Jersey
$988K
PL
306
Parthenon LLC
Kentucky
$984K +$361K +6,800 +58%
BAC
307
Boys Arnold & Co
North Carolina
$977K -$39.5K -744 -4%
AC
308
Alley Company
Illinois
$975K -$41.6K -784 -4%
FIA
309
Foundations Investment Advisors
Arizona
$967K +$967K +18,232 New
AIS
310
American Investment Services
Massachusetts
$965K
AWM
311
Avior Wealth Management
Nebraska
$962K
CCM
312
Catawba Capital Management
Virginia
$954K +$42.4K +800 +5%
WB
313
WesBanco Bank
West Virginia
$953K +$22.7K +428 +2%
PMFA
314
Plante Moran Financial Advisors
Michigan
$952K
OIA
315
Optimum Investment Advisors
Illinois
$946K +$148K +2,800 +19%
HH
316
Hilltop Holdings
Texas
$918K +$105K +1,988 +13%
EFS
317
Essex Financial Services
Connecticut
$895K -$2.36M -44,576 -73%
WWM
318
Windsor Wealth Management
Indiana
$891K +$88.9K +1,676 +11%
HCIA
319
Hochman Cole Investment Advisors
Illinois
$888K +$88.5K +1,668 +11%
VCM
320
Vivaldi Capital Management
Illinois
$882K
VA
321
Valmark Advisers
Ohio
$879K -$272K -5,128 -24%
PV
322
Private Vista
Illinois
$878K +$5.3K +100 +0.6%
OCM
323
One Capital Management
California
$868K -$21.8K -412 -2%
CFB
324
Cullen/Frost Bankers
Texas
$868K -$15.9K -300 -2%
OAM
325
Occidental Asset Management
California
$861K