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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 %
WWM
351
Windsor Wealth Management
Indiana
$788K -$4.65K -100 -0.6%
OCM
352
One Capital Management
California
$788K -$2.09K -45 -0.3%
S
353
SignatureFD
Georgia
$787K -$1.33M -28,642 -63%
SHWM
354
Smith & Howard Wealth Management
Georgia
$787K +$787K +16,930 New
MCM
355
Manchester Capital Management
Vermont
$786K -$2.29M -10,795 -74%
LGWM
356
Litman Gregory Wealth Management
California
$785K +$180K +3,880 +30%
MPW
357
MA Private Wealth
California
$784K +$784K +16,857 New
BB
358
Busey Bank
Illinois
$781K – – –
HCIA
359
Hochman Cole Investment Advisors
Illinois
$778K – – –
WPC
360
White Pine Capital
Minnesota
$772K -$3.72K -80 -0.5%
PL
361
Parthenon LLC
Kentucky
$764K – – –
OAM
362
Occidental Asset Management
California
$754K – – –
AFNAS
363
American Financial Network Advisory Services
California
$751K -$69.6K -1,496 -8%
OFG
364
Oxford Financial Group
Indiana
$749K – – –
CFGS
365
Concourse Financial Group Securities
Alabama
$748K +$135K +2,904 +22%
FWP
366
FAS Wealth Partners
Kansas
$734K +$146K +3,149 +25%
TF
367
TimeScale Financial
Massachusetts
$733K +$733K +15,781 New
VA
368
Valmark Advisers
Ohio
$731K -$7.07K -152 -1%
VFA
369
Valeo Financial Advisors
Indiana
$730K -$2.19M -47,071 -75%
CFB
370
Cullen/Frost Bankers
Texas
$723K -$15.8K -340 -2%
NEGWA
371
New England Guild Wealth Advisors
Connecticut
$717K -$26K -560 -4%
OWA
372
One Wealth Advisors
California
$715K +$715K +15,383 New
HCM
373
Hilton Capital Management
New York
$711K +$711K +15,300 New
MHS
374
M Holdings Securities
Oregon
$701K – – –
Deutsche Bank
375
Deutsche Bank
Germany
$694K -$1.71M -36,860 -71%
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