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iShares Russell Mid-Cap ETF

669 hedge funds and large institutions have $12.1B invested in iShares Russell Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
15.34%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1.05%
New
39
Increased
192
Reduced
215
Closed
37
Calls
$24.2M
Puts
$3.9M
Net Calls
+$20.3M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
VDFA
376
Vickerman & Driscoll Financial Advisors
Washington
$592K -$9.75K -184 -2%
BSW
377
Buckingham Strategic Wealth
Missouri
$582K
TFO
378
Tarbox Family Office
California
$571K -$62.1K -1,172 -10%
FWM
379
Frontier Wealth Management
Missouri
$569K +$424 +8 +0.1%
RPGK
380
Retirement Planning Group (Kansas)
Kansas
$566K -$13.8K -260 -2%
Bessemer Group
381
Bessemer Group
New Jersey
$566K
SIA
382
Starfire Investment Advisers
Michigan
$559K
SAM
383
Shamrock Asset Management
Texas
$550K -$45.8K -864 -8%
UBV
384
United Bank (Virginia)
Virginia
$548K -$636 -12 -0.1%
HCA
385
Harbour Capital Advisors
Virginia
$542K -$4.25K -80 -0.8%
CIA
386
Choate Investment Advisors
Massachusetts
$538K +$7.43K +140 +1%
WPA
387
West Paces Advisors
Georgia
$537K
FAM
388
Flaharty Asset Management
Florida
$527K -$7.01K -132 -1%
ZF
389
Zhang Financial
Michigan
$526K
RC
390
Rinet Company
Massachusetts
$525K -$41.8K -788 -7%
SCA
391
Sage Capital Advisors
South Dakota
$521K -$1.7K -32 -0.3%
JPG
392
Jordan Park Group
California
$521K +$521K +9,820 New
KA
393
Klingman & Associates
New York
$520K -$21.2K -400 -4%
DSC
394
Duncker Streett & Co
Missouri
$517K +$13.8K +260 +3%
GC
395
Garde Capital
Washington
$512K +$238K +4,488 +87%
SPIA
396
Steward Partners Investment Advisory
New York
$506K -$58.3K -1,100 -10%
MWM
397
Modera Wealth Management
New Jersey
$501K -$6.58K -124 -1%
NSIM
398
North Star Investment Management
Illinois
$496K
HTC
399
Haverford Trust Company
Pennsylvania
$496K +$81.9K +1,544 +20%
ST
400
Smithfield Trust
Pennsylvania
$495K -$5.09K -96 -1%