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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 %
NFG
451
Next Financial Group
Texas
$398K +$398K +7,716 New
WCM
452
Windsor Capital Management
Arizona
$395K -$23.7K -460 -6%
RWM
453
RKL Wealth Management
Pennsylvania
$394K -$44.8K -872 -10%
CIBC World Market
454
CIBC World Market
Ontario, Canada
$392K – – –
SCP
455
Syntal Capital Partners
Texas
$387K – – –
WI
456
Wintrust Investments
Illinois
$385K -$1.01M -19,660 -72%
UWPG
457
Ullmann Wealth Partners Group
Florida
$384K -$14.9K -296 -4%
AF
458
Advisornet Financial
Minnesota
$384K +$9.09K +176 +2%
PAM
459
Palisade Asset Management
Minnesota
$380K -$54.7K -1,060 -13%
MLFP
460
MPS Loria Financial Planners
Illinois
$377K -$69.5K -1,348 -16%
KJWM
461
Kiley Juergens Wealth Management
Washington
$377K -$5.16K -100 -1%
RCAG
462
Rehmann Capital Advisory Group
Michigan
$376K +$2.68K +52 +0.7%
FCI
463
Financial Counselors Inc
Kansas
$372K -$65.4K -1,268 -15%
AWM
464
Altavista Wealth Management
North Carolina
$372K -$20.7K -400 -5%
PO
465
Private Ocean
California
$371K +$65.6K +1,272 +21%
BWP
466
Baldwin Wealth Partners
Massachusetts
$371K +$148K +2,864 +66%
AMCA
467
Arthur M. Cohen & Associates
Illinois
$365K -$1.12M -22,128 -75%
BPCE
468
Bank Pictet & Cie (Europe)
Germany
$351K -$93.9K -1,820 -21%
UR
469
USCA RIA
Texas
$351K – – –
GW
470
GW & Wade
Massachusetts
$351K – – –
NFG
471
Nations Financial Group
Iowa
$344K -$38.4K -744 -10%
PFC
472
Phocas Financial Corp
California
$343K -$345K -6,640 Closed
SSWM
473
Smith Salley Wealth Management
North Carolina
$343K -$76.2K -1,476 -18%
AIM
474
Aspen Investment Management
Michigan
$341K -$14.5K -280 -4%
LNC
475
Lincoln National Corp
Pennsylvania
$339K -$290K -5,632 -46%
17 18
19
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