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iShares Russell Mid-Cap ETF
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Overview Fund Activity

654 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 191 increasing their positions, 221 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+83
Holders Change %
+14.54%
% of All Funds
14.85%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
1.02%
New
113
Increased
191
Reduced
221
Closed
22
Calls
$9.57M
Puts
$999K
Net Calls
+$8.58M
Net Calls Change
-$63K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.07B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$249M
3
RJA
Raymond James & Associates
Florida
$44M
4
Jane Street
Jane Street
New York
$11.9M
5
N
Natixis
France
$10.4M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$86.1M
2
V
Veritable
Delaware
$66M
3
HFS
HL Financial Services
Kentucky
$0
4
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$0
5
MSA
Mason Street Advisors
Wisconsin
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
326
Kalos Management
Georgia
$897K +$19.1K +368 +2%
CCM
327
Catawba Capital Management
Virginia
$894K – – –
ZIM
328
Zacks Investment Management
Illinois
$884K +$884K +16,988 New
CFB
329
Cullen/Frost Bankers
Texas
$882K +$52.7K +1,012 +6%
OCM
330
One Capital Management
California
$869K -$35.6K -684 -4%
HH
331
Hilltop Holdings
Texas
$860K -$33.7K -648 -4%
MBT
332
Monroe Bank & Trust
Michigan
$859K -$104K -2,000 -11%
OAM
333
Occidental Asset Management
California
$844K – – –
NEGWA
334
New England Guild Wealth Advisors
Connecticut
$832K +$832K +15,992 New
GT
335
Greenleaf Trust
Michigan
$829K +$101K +1,932 +14%
TFCP
336
Twin Focus Capital Partners
Massachusetts
$807K +$416 +8 +0.1%
BB
337
Busey Bank
Illinois
$807K +$405K +7,792 +101%
HCIA
338
Hochman Cole Investment Advisors
Illinois
$799K – – –
TRCT
339
Tower Research Capital (TRC)
New York
$798K +$736K +14,140 +1,178%
HCM
340
Hilton Capital Management
New York
$796K -$754K – –
MC
341
Mathes Company
New York
$796K – – –
SWM
342
Segment Wealth Management
Texas
$792K +$451K +8,672 +132%
FNB
343
Farmers National Bank
Kentucky
$782K -$6.24K -120 -0.8%
LBC
344
Lowe Brockenbrough & Co
Virginia
$778K +$52.7K +1,012 +7%
MCM
345
Manchester Capital Management
Vermont
$771K – – –
AL
346
Aspiriant LLC
California
$769K -$3.33M -64,052 -81%
WF
347
Welch & Forbes
Massachusetts
$768K -$7.71K -148 -1%
AF
348
Arrow Financial
New York
$764K -$1.04K -20 -0.1%
DT
349
Diversified Trust
Tennessee
$751K -$50.1K -964 -6%
SPIA
350
Steward Partners Investment Advisory
New York
$732K +$68.1K +1,308 +10%
12 13
14
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