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iShares Russell Mid-Cap ETF
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Overview Fund Activity

672 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 233 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+18
Holders Change %
+2.75%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
55
Increased
223
Reduced
233
Closed
33
Calls
$21.7M
Puts
$3.18M
Net Calls
+$18.5M
Net Calls Change
+$9.91M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$49M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$38M
4
HFS
HL Financial Services
Kentucky
+$27.1M
5
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
+$20M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$86.1M
2
Wells Fargo
Wells Fargo
California
-$64.3M
3
SB
Suntrust Banks
Georgia
-$23.3M
4
GLI
Guardian Life Insurance
New York
-$17.2M
5
KeyBank National Association
KeyBank National Association
Ohio
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
426
S&CO Inc
Massachusetts
$443K +$443K +8,576 New
MCM
427
Maple Capital Management
Vermont
$442K – – –
NFC
428
Northeast Financial Consultants
Connecticut
$442K +$26.8K +520 +6%
WAG
429
Winthrop Advisory Group
Massachusetts
$438K -$22.7K -440 -5%
KCM
430
Kanawha Capital Management
Virginia
$435K – – –
MWM
431
Meridian Wealth Management
Kentucky
$431K -$4.34K -84 -1%
OSNBOA
432
Old Second National Bank of Aurora
Illinois
$431K – – –
LDB
433
Lee, Danner & Bass
Tennessee
$430K – – –
BFEC
434
Benjamin F. Edwards & Company
Missouri
$427K – – –
HCM
435
HM Capital Management
Missouri
$425K -$101K -1,960 -19%
BCP
436
Blue Chip Partners
Michigan
$422K +$279K +5,408 +195%
MYIA
437
Mount Yale Investment Advisors
Colorado
$419K +$419K +8,120 New
PTC
438
Philadelphia Trust Company
Pennsylvania
$415K – – –
FAT
439
First American Trust
California
$415K +$13.8K +268 +3%
MCM
440
Maryland Capital Management
Maryland
$413K – – –
IWM
441
IHT Wealth Management
Illinois
$412K -$14.7K -292 -3%
MC
442
Martin & Co
Tennessee
$410K -$10.3K -200 -2%
ZCA
443
Zeke Capital Advisors
Pennsylvania
$408K – – –
Bank of Nova Scotia
444
Bank of Nova Scotia
Ontario, Canada
$408K +$408K +7,900 New
FFBTD
445
First Financial Bank - Trust Division
Ohio
$403K +$6.41K +124 +2%
HTC
446
Haverford Trust Company
Pennsylvania
$403K +$95.8K +1,856 +31%
BTW
447
Boston Trust Walden
Massachusetts
$400K – – –
PC
448
Pecaut & Co
Iowa
$400K – – –
TNB
449
Thomasville National Bank
Georgia
$400K +$10.1K +196 +3%
STMM
450
South Texas Money Management
Texas
$399K – – –
16 17
18
19 20