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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 %
BSW
376
Buckingham Strategic Wealth
Missouri
$639K +$34.4K +624 +6%
HI
377
Horizon Investments
North Carolina
$636K +$18.5K +1,340 +3%
Lido Advisors
378
Lido Advisors
California
$632K – – –
HS
379
Horan Securities
United States
$631K -$27K -524 -4%
FAAS
380
First Allied Advisory Services
California
$626K -$8.23K -148 -1%
TF
381
Tompkins Financial
New York
$617K – – –
NPT
382
Nixon Peabody Trust
Massachusetts
$610K -$107K -1,940 -15%
VDFA
383
Vickerman & Driscoll Financial Advisors
Washington
$605K -$10.1K -184 -2%
FWM
384
Frontier Wealth Management
Missouri
$604K +$12.6K +228 +2%
TFO
385
Tarbox Family Office
California
$594K – – –
Manulife (Manufacturers Life Insurance)
386
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$593K -$582K -42,212 -50%
DSC
387
Duncker Streett & Co
Missouri
$593K +$56K +1,016 +10%
CL
388
CIM LLC
New York
$591K -$143K -2,592 -19%
FAT
389
First American Trust
California
$589K -$50.1K -908 -8%
Bessemer Group
390
Bessemer Group
New Jersey
$589K – – –
PFC
391
Personal Financial Consultants
California
$589K +$589K +10,692 New
RPGK
392
Retirement Planning Group (Kansas)
Kansas
$585K -$3.09K -56 -0.5%
UBV
393
United Bank (Virginia)
Virginia
$570K – – –
WPA
394
West Paces Advisors
Georgia
$558K – – –
NA
395
NewEdge Advisors
Louisiana
$551K +$118K +2,136 +27%
RC
396
Rinet Company
Massachusetts
$547K +$1.54K +28 +0.3%
FAM
397
Flaharty Asset Management
Florida
$546K – – –
SCP
398
Seizert Capital Partners
Michigan
$545K -$174K -3,152 -24%
SKK
399
Shepherd Kaplan Krochuk
Massachusetts
$545K +$545K +9,892 New
KA
400
Klingman & Associates
New York
$540K – – –
14 15
16
17 18