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iShares Russell Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CC
376
Cassaday & Co
Virginia
$690K -$929K -19,976 -57%
DWT
377
Dorsey & Whitney Trust
South Dakota
$690K +$93K +2,000 +16%
PWS
378
Paragon Wealth Strategies
Florida
$690K +$690K +14,975 New
FDCC
379
Foster Dykema Cabot & Co
Massachusetts
$688K
CB
380
Chemical Bank
Michigan
$680K +$87K +1,871 +15%
PFGIA
381
Patriot Financial Group Insurance Agency
Massachusetts
$679K
PCM
382
Penn Capital Management
Pennsylvania
$669K +$669K +14,385 New
OIA
383
Optimum Investment Advisors
Illinois
$663K -$120K -2,587 -15%
ClearBridge Investments
384
ClearBridge Investments
New York
$663K +$663K +14,269 New
MBT
385
Monroe Bank & Trust
Michigan
$662K -$17.7K -380 -3%
FT
386
Fiduciary Trust
Massachusetts
$655K
CPIG
387
Chicago Partners Investment Group
Illinois
$652K -$1.94M -39,741 -75%
LNC
388
Lincoln National Corp
Pennsylvania
$649K +$199K +4,283 +44%
SWRP
389
Summit Wealth & Retirement Planning
California
$649K +$649K +13,953 New
GT
390
Greenleaf Trust
Michigan
$646K -$104K -2,232 -14%
BFO
391
Boston Family Office
Massachusetts
$646K
DT
392
Diversified Trust
Tennessee
$645K -$46.2K -995 -7%
CAN
393
Claraphi Advisory Network
United States
$643K +$26.4K +567 +4%
RC
394
Roundview Capital
New Jersey
$642K -$139 -3 -0%
MPI
395
Mairs & Power Inc
Minnesota
$639K
SS
396
Sunbelt Securities
Texas
$623K +$623K +2,499 New
VRM
397
Vectors Research Management
New York
$616K
HC
398
HNP Capital
New York
$616K +$616K +13,260 New
PFO
399
Pathstone Family Office
New Jersey
$614K +$614K +13,200 New
LSAG
400
Lake Street Advisors Group
New Hampshire
$613K +$6.18K +133 +1%