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iShares Russell Mid-Cap ETF
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Overview Fund Activity

687 hedge funds and large institutions have $13.4B invested in iShares Russell Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 228 increasing their positions, 213 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+18
Holders Change %
+2.69%
% of All Funds
15.73%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.08%
New
55
Increased
228
Reduced
213
Closed
31
Calls
$7.01M
Puts
$1.46M
Net Calls
+$5.56M
Net Calls Change
-$14.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$104M
2
Ameriprise
Ameriprise
Minnesota
+$60.5M
3
FFA
Fragasso Financial Advisors
Pennsylvania
+$22.8M
4
SPIA
Steward Partners Investment Advisory
New York
+$21.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$19.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$72.1M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$46.1M
3
SB
Suntrust Banks
Georgia
-$38.7M
4
CS
Credit Suisse
Switzerland
-$21.8M
5
MRC
Millburn Ridgefield Corp
New York
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
301
Monetary Management Group
Missouri
$1.04M – – –
RG
302
Rikoon Group
New Mexico
$1.04M – – –
WTFG
303
Wells Trecaso Financial Group
Ohio
$1.04M +$5.51K +100 +0.5%
WB
304
WesBanco Bank
West Virginia
$1.03M +$41K +744 +4%
FCAG
305
First Capital Advisors Group
New Jersey
$1.03M – – –
AC
306
Alley Company
Illinois
$1.02M +$9.92K +180 +1%
BAC
307
Boys Arnold & Co
North Carolina
$1.02M +$3.74K +68 +0.4%
AIS
308
American Investment Services
Massachusetts
$1M – – –
AWM
309
Avior Wealth Management
Nebraska
$1M -$221 -4 -0%
PMFA
310
Plante Moran Financial Advisors
Michigan
$989K – – –
AIA
311
Armor Investment Advisors
North Carolina
$979K -$88.2K -1,600 -8%
AFNAS
312
American Financial Network Advisory Services
California
$978K +$968K +17,476 +10,160%
STMM
313
South Texas Money Management
Texas
$974K +$541K +9,816 +125%
1SB
314
1ST Source Bank
Indiana
$945K -$935K -16,956 -50%
HH
315
Hilltop Holdings
Texas
$944K -$10.4K -188 -1%
WWM
316
Windsor Wealth Management
Indiana
$940K +$13.5K +244 +1%
OCM
317
One Capital Management
California
$937K +$34.6K +628 +4%
OIA
318
Optimum Investment Advisors
Illinois
$929K -$54.7K -992 -6%
BB
319
Busey Bank
Illinois
$926K -$1.17M -21,180 -56%
HCIA
320
Hochman Cole Investment Advisors
Illinois
$923K – – –
WPC
321
White Pine Capital
Minnesota
$919K +$66.1K +1,200 +8%
PV
322
Private Vista
Illinois
$913K – – –
PL
323
Parthenon LLC
Kentucky
$906K -$117K -2,120 -11%
KM
324
Kalos Management
Georgia
$897K +$37.1K +688 +4%
OAM
325
Occidental Asset Management
California
$895K – – –
11 12
13
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