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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 %
NGA
401
Naples Global Advisors
Florida
$612K -$332K -6,800 -35%
WF
402
Welch & Forbes
Massachusetts
$607K – – –
SCA
403
Sage Capital Advisors
South Dakota
$598K +$16.5K +355 +3%
TSW
404
Thompson Siegel & Walmsley
Virginia
$596K – – –
MC
405
Mathes Company
New York
$595K -$41.8K -899 -7%
CCM
406
Crossvault Capital Management
Texas
$593K +$6.18K +133 +1%
BFO
407
Biltmore Family Office
North Carolina
$591K – – –
NPT
408
Nixon Peabody Trust
Massachusetts
$590K +$76.2K +1,640 +15%
WPSG
409
Wealth & Pension Services Group
Georgia
$588K +$588K +12,644 New
TVAMP
410
Tennessee Valley Asset Management Partners
Tennessee
$577K +$577K +12,407 New
IWMA
411
Ironwood Wealth Management (Arizona)
Arizona
$576K +$2.84K +61 +0.5%
BSW
412
Buckingham Strategic Wealth
Missouri
$575K +$35.9K +772 +7%
JG
413
Jefferies Group
New York
$570K -$631K -13,589 -53%
FHB
414
First Hawaiian Bank
Hawaii
$568K +$2.14K +46 +0.4%
HS
415
Horan Securities
United States
$564K -$32.4K -666 -5%
BCA
416
Berman Capital Advisors
Georgia
$562K -$497K -10,700 -47%
CL
417
CIM LLC
New York
$550K +$52.2K +1,123 +10%
PMG
418
ProVise Management Group
Florida
$548K -$18.6K -400 -3%
WP
419
WealthSource Partners
California
$546K -$21.5K -463 -4%
FWCM
420
Ferguson Wellman Capital Management
Oregon
$543K – – –
WPA
421
West Paces Advisors
Georgia
$541K +$70.7K +1,520 +15%
Axa
422
Axa
France
$540K – – –
AWM
423
Alterna Wealth Management
Texas
$540K +$540K +2,810 New
DSC
424
Duncker Streett & Co
Missouri
$539K +$38.8K +834 +8%
BFM
425
Broadview Financial Management
Wisconsin
$535K +$535K +11,514 New
15 16
17
18 19