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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 %
RMDI
301
R.M. Davis Inc
Maine
$1.12M +$141K +3,045 +14%
VR
302
Viridian RIA
Washington
$1.1M +$1.1M +23,726 New
CWAG
303
Compton Wealth Advisory Group
Virginia
$1.1M +$1.1M +23,600 New
TFCP
304
Twin Focus Capital Partners
Massachusetts
$1.09M +$386K +8,301 +55%
BKA
305
Brick & Kyle Associates
Pennsylvania
$1.09M +$1.09M +23,338 New
BCWM
306
Bartlett & Co Wealth Management
Ohio
$1.08M -$15.6K -335 -1%
BC
307
Bartlett & Co
Ohio
$1.08M -$15.6K -335 -1%
NL
308
NVWM LLC
Pennsylvania
$1.08M -$67.7K -1,457 -6%
CG
309
Cynosure Group
Utah
$1.08M +$1.08M +23,152 New
YWP
310
YorkBridge Wealth Partners
New York
$1.05M – – –
CAM
311
Columbia Asset Management
Michigan
$1.05M +$46 +1 +0%
PWM
312
Perigon Wealth Management
California
$1.04M +$1.04M +20,620 New
HIMCH
313
Hartford Investment Management Co (HIMCO)
Connecticut
$1.04M +$346K +7,435 +50%
CCP
314
Corient Capital Partners
California
$1.03M – – –
HAFS
315
Hapanowicz & Associates Financial Services
Pennsylvania
$1.03M +$4.22K +91 +0.4%
HSA
316
HBK Sorce Advisory
Pennsylvania
$1.02M +$398K +8,572 +65%
AB
317
Atlas Brown
Kentucky
$1.01M +$46 +1 +0%
LB
318
Legacy Bridge
Iowa
$1.01M +$1.01M +21,660 New
EFSCE
319
Enterprise Financial Services Corp (EFSC)
Missouri
$997K -$64.2K -1,381 -6%
BA
320
Ballew Advisors
Mississippi
$975K +$138K +2,660 +17%
EFS
321
Essex Financial Services
Connecticut
$974K +$36.5K +786 +4%
WPC
322
Waters Parkerson & Co
Louisiana
$944K -$46 -1 -0%
VFA
323
Voya Financial Advisors
Connecticut
$930K -$642K -13,948 -41%
BAC
324
Boys Arnold & Co
North Carolina
$928K +$76.5K +1,660 +9%
CAM
325
Cresset Asset Management
Illinois
$915K +$915K +19,694 New
11 12
13
14 15