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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 %
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$529K -$45.5K -978 -8%
Prudential Financial
427
Prudential Financial
New Jersey
$528K -$76.6K -1,649 -13%
RSWM
428
Robertson Stephens Wealth Management
California
$527K +$527K +11,336 New
FWM
429
Frontier Wealth Management
Missouri
$525K +$16.1K +346 +3%
TF
430
Tompkins Financial
New York
$520K – – –
VDFA
431
Vickerman & Driscoll Financial Advisors
Washington
$510K -$465 -10 -0.1%
TFO
432
Tarbox Family Office
California
$501K – – –
PFC
433
Personal Financial Consultants
California
$501K +$3.77K +81 +0.8%
FAT
434
First American Trust
California
$501K +$4.6K +99 +0.9%
NWP
435
Northstar Wealth Partners
Connecticut
$484K +$279K +6,010 +136%
RWM
436
Reston Wealth Management
Virginia
$484K +$484K +10,404 New
CWM
437
Cornerstone Wealth Management
Missouri
$483K -$134M -2,867,126 -100%
UBV
438
United Bank (Virginia)
Virginia
$481K – – –
SIA
439
Starfire Investment Advisers
Michigan
$479K +$218K +4,692 +83%
HCA
440
Harbour Capital Advisors
Virginia
$474K +$474K +10,200 New
RPGK
441
Retirement Planning Group (Kansas)
Kansas
$469K -$24.3K -524 -5%
LDB
442
Lee, Danner & Bass
Tennessee
$468K +$88.8K +1,908 +23%
FMTC
443
Farmers & Merchants Trust Company
California
$466K +$466K +10,016 New
RC
444
Rinet Company
Massachusetts
$465K +$3.07K +66 +0.7%
Bessemer Group
445
Bessemer Group
New Jersey
$459K -$37.2K -800 -7%
Thrivent Financial for Lutherans
446
Thrivent Financial for Lutherans
Minnesota
$458K -$1.37M -6,234 -75%
KA
447
Klingman & Associates
New York
$456K – – –
RIS
448
Retirement Income Solutions
Michigan
$453K +$204K +4,390 +82%
LSA
449
L & S Advisors
California
$451K +$451K +9,700 New
GC
450
Garde Capital
Washington
$448K -$1.34M -28,944 -75%
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