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iShares Russell Mid-Cap ETF
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Overview Fund Activity

672 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 233 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+18
Holders Change %
+2.75%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
55
Increased
223
Reduced
233
Closed
33
Calls
$21.7M
Puts
$3.18M
Net Calls
+$18.5M
Net Calls Change
+$9.91M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$49M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$38M
4
HFS
HL Financial Services
Kentucky
+$27.1M
5
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
+$20M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$86.1M
2
Wells Fargo
Wells Fargo
California
-$64.3M
3
SB
Suntrust Banks
Georgia
-$23.3M
4
GLI
Guardian Life Insurance
New York
-$17.2M
5
KeyBank National Association
KeyBank National Association
Ohio
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
351
Oak Point Wealth Management
Michigan
$747K +$201K +3,972 +37%
RC
352
Roundview Capital
New Jersey
$741K +$248K +4,800 +50%
VFA
353
Valeo Financial Advisors
Indiana
$738K -$210K -4,064 -22%
FT
354
Fiduciary Trust
Massachusetts
$727K +$3.09K +60 +0.4%
TA
355
Tiedemann Advisors
New York
$724K +$724K +14,036 New
WP
356
WealthSource Partners
California
$720K +$18.6K +360 +3%
BFO
357
Boston Family Office
Massachusetts
$717K – – –
MPI
358
Mairs & Power Inc
Minnesota
$709K – – –
HSA
359
HBK Sorce Advisory
Pennsylvania
$709K +$113K +2,196 +19%
BFO
360
Biltmore Family Office
North Carolina
$705K – – –
BKA
361
Brick & Kyle Associates
Pennsylvania
$696K +$207 +4 +0%
IC
362
Iconiq Capital
California
$681K – – –
SCP
363
Seizert Capital Partners
Michigan
$673K -$2.16M -41,880 -76%
CL
364
CIM LLC
New York
$670K -$32.2K -624 -5%
DWT
365
Dorsey & Whitney Trust
South Dakota
$663K – – –
TSW
366
Thompson Siegel & Walmsley
Virginia
$662K – – –
LW
367
Linscomb Wealth
Texas
$661K +$11.4K +220 +2%
CPIG
368
Chicago Partners Investment Group
Illinois
$658K +$2.27K +44 +0.3%
MA
369
MCF Advisors
Kentucky
$657K +$12.8K +248 +2%
FWP
370
FAS Wealth Partners
Kansas
$650K +$2.06K +40 +0.3%
CB
371
Chemical Bank
Michigan
$650K +$70.1K +1,360 +12%
PMG
372
ProVise Management Group
Florida
$644K +$10.3K +200 +2%
FAAS
373
First Allied Advisory Services
California
$644K +$34.5K +672 +6%
FHB
374
First Hawaiian Bank
Hawaii
$636K -$3.1K -60 -0.5%
Lido Advisors
375
Lido Advisors
California
$632K +$44.1K +856 +8%
13 14
15
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