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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 %
GT
326
Greenleaf Trust
Michigan
$889K – – –
OFG
327
Oxford Financial Group
Indiana
$888K +$69.4K +1,260 +8%
NEGWA
328
New England Guild Wealth Advisors
Connecticut
$882K – – –
CFB
329
Cullen/Frost Bankers
Texas
$876K -$25.3K -460 -3%
VA
330
Valmark Advisers
Ohio
$875K -$38.8K -704 -4%
LBC
331
Lowe Brockenbrough & Co
Virginia
$874K +$43K +780 +5%
Two Sigma Investments
332
Two Sigma Investments
New York
$850K +$612K +11,096 +257%
HCM
333
Hilton Capital Management
New York
$843K -$811K -15,300 Closed
TFCP
334
Twin Focus Capital Partners
Massachusetts
$834K +$220 +4 +0%
MHS
335
M Holdings Securities
Oregon
$832K +$12.4K +224 +2%
HIMCH
336
Hartford Investment Management Co (HIMCO)
Connecticut
$823K -$786K -14,264 -49%
DT
337
Diversified Trust
Tennessee
$820K -$63.5K -1,152 -7%
JPG
338
Jordan Park Group
California
$820K +$276K +4,980 +51%
FDCC
339
Foster Dykema Cabot & Co
Massachusetts
$816K -$317K -5,752 -28%
MBT
340
Monroe Bank & Trust
Michigan
$806K -$7.5K -136 -0.9%
PFGIA
341
Patriot Financial Group Insurance Agency
Massachusetts
$805K -$328K -5,956 -29%
MCM
342
Manchester Capital Management
Vermont
$799K -$17.6K -320 -2%
VFA
343
Valeo Financial Advisors
Indiana
$793K +$478K +37,852 +152%
FT
344
Fiduciary Trust
Massachusetts
$777K – – –
BFO
345
Boston Family Office
Massachusetts
$766K – – –
RC
346
Roundview Capital
New Jersey
$762K – – –
MPI
347
Mairs & Power Inc
Minnesota
$757K – – –
MC
348
Mathes Company
New York
$755K -$88.2K -1,600 -10%
HSA
349
HBK Sorce Advisory
Pennsylvania
$732K -$10.1K -184 -1%
CFGS
350
Concourse Financial Group Securities
Alabama
$732K +$732K +13,208 New
12 13
14
15 16