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iShares Russell Mid-Cap ETF
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Overview Fund Activity

687 hedge funds and large institutions have $13.4B invested in iShares Russell Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 228 increasing their positions, 213 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+18
Holders Change %
+2.69%
% of All Funds
15.73%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.08%
New
55
Increased
228
Reduced
213
Closed
31
Calls
$7.01M
Puts
$1.46M
Net Calls
+$5.56M
Net Calls Change
-$14.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$104M
2
Ameriprise
Ameriprise
Minnesota
+$60.5M
3
FFA
Fragasso Financial Advisors
Pennsylvania
+$22.8M
4
SPIA
Steward Partners Investment Advisory
New York
+$21.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$19.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$72.1M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$46.1M
3
SB
Suntrust Banks
Georgia
-$38.7M
4
CS
Credit Suisse
Switzerland
-$21.8M
5
MRC
Millburn Ridgefield Corp
New York
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLG
451
Stanley-Laman Group
Pennsylvania
$426K +$426K +7,728 New
CCG
452
Cypress Capital Group
Florida
$420K -$77.2K -1,400 -16%
BS
453
Boenning & Scattergood
Pennsylvania
$420K -$18.5K -336 -4%
SAM
454
Shamrock Asset Management
Texas
$419K -$153K -2,780 -27%
MC
455
Martin & Co
Tennessee
$419K -$8.82K -160 -2%
WCM
456
Windsor Capital Management
Arizona
$418K -$4.19K -76 -1%
FLA
457
Financial Life Advisors
Texas
$416K +$71.5K +1,296 +21%
SWM
458
Segment Wealth Management
Texas
$414K +$102K +1,840 +32%
SCI
459
S&CO Inc
Massachusetts
$411K – – –
UR
460
USCA RIA
Texas
$409K +$34.4K +624 +9%
PAM
461
Palisade Asset Management
Minnesota
$406K – – –
UWPG
462
Ullmann Wealth Partners Group
Florida
$405K -$12.1K -220 -3%
Renaissance Technologies
463
Renaissance Technologies
New York
$397K -$441K -8,000 -53%
AWM
464
Altavista Wealth Management
North Carolina
$397K -$11.9K -216 -3%
SCP
465
Syntal Capital Partners
Texas
$397K – – –
PO
466
Private Ocean
California
$397K +$881 +16 +0.2%
TRCT
467
Tower Research Capital (TRC)
New York
$393K +$378K +6,852 +2,483%
KWM
468
Kingsview Wealth Management
Oregon
$389K +$389K +7,064 New
MYIA
469
Mount Yale Investment Advisors
Colorado
$387K +$280K +21,340 +263%
AOWM
470
Alpha Omega Wealth Management
Virginia
$386K -$27.1K -492 -7%
JFA
471
JNBA Financial Advisors
Minnesota
$386K +$200K +3,620 +107%
BPCE
472
Bank Pictet & Cie (Europe)
Germany
$375K – – –
RCAG
473
Rehmann Capital Advisory Group
Michigan
$369K +$662 +12 +0.2%
EWM
474
Empirical Wealth Management
Washington
$367K +$367K +6,664 New
PFC
475
Phocas Financial Corp
California
$366K -$352K – –
17 18
19
20 21