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iShares Russell Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
351
Claraphi Advisory Network
United States
$731K +$516K +9,360 +240%
HTC
352
Haverford Trust Company
Pennsylvania
$722K +$207K +3,756 +40%
WF
353
Welch & Forbes
Massachusetts
$720K
LSAG
354
Lake Street Advisors Group
New Hampshire
$720K +$2.87K +52 +0.4%
Prudential Financial
355
Prudential Financial
New Jersey
$718K +$718K +13,016 New
LGWM
356
Litman Gregory Wealth Management
California
$717K
DWT
357
Dorsey & Whitney Trust
South Dakota
$708K
TSW
358
Thompson Siegel & Walmsley
Virginia
$707K
LW
359
Linscomb Wealth
Texas
$706K
BFO
360
Biltmore Family Office
North Carolina
$705K
VRM
361
Vectors Research Management
New York
$704K +$704K +13,260 New
CB
362
Chemical Bank
Michigan
$703K
FWP
363
FAS Wealth Partners
Kansas
$698K +$2.65K +48 +0.4%
CCM
364
Crossvault Capital Management
Texas
$696K -$164K -2,980 -19%
SCA
365
Sage Capital Advisors
South Dakota
$689K +$147K +2,676 +27%
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$681K +$24.3K +440 +4%
IWMA
367
Ironwood Wealth Management (Arizona)
Arizona
$680K
WP
368
WealthSource Partners
California
$674K -$7.72K -140 -1%
PMG
369
ProVise Management Group
Florida
$672K -$16.5K -300 -2%
FHB
370
First Hawaiian Bank
Hawaii
$671K -$3.75K -68 -0.6%
CPIG
371
Chicago Partners Investment Group
Illinois
$652K +$495K +40,328 +316%
VCM
372
Vivaldi Capital Management
Illinois
$651K -$266K -4,816 -29%
MA
373
MCF Advisors
Kentucky
$646K -$49.8K -904 -7%
FWCM
374
Ferguson Wellman Capital Management
Oregon
$644K
Axa
375
Axa
France
$641K