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iShares Russell Mid-Cap ETF

669 hedge funds and large institutions have $12.1B invested in iShares Russell Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
15.34%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1.05%
New
39
Increased
192
Reduced
215
Closed
37
Calls
$24.2M
Puts
$3.9M
Net Calls
+$20.3M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WJA
476
Williams Jones & Associates
New York
$330K
IP
477
Investment Partners
Ohio
$327K +$54.9K +1,036 +20%
EWA
478
EP Wealth Advisors
California
$319K -$4.25K -80 -1%
FLPIM
479
F.L. Putnam Investment Management
Massachusetts
$319K
VDI
480
Vaughan David Investments
Illinois
$318K
BW
481
Bison Wealth
Georgia
$316K -$9.54K -180 -3%
BWM
482
BerganKDV Wealth Management
Minnesota
$311K -$12.1K -228 -4%
JWA
483
JFS Wealth Advisors
Pennsylvania
$309K
BWP
484
Baldwin Wealth Partners
Massachusetts
$308K -$73.1K -1,380 -19%
ECM
485
ETrade Capital Management
Virginia
$307K -$425 -8 -0.1%
TI
486
Truepoint Inc
Ohio
$306K +$238K +4,496 +352%
PFS
487
Prospera Financial Services
Texas
$305K
WAM
488
Wealthspire Advisors (Maryland)
Maryland
$303K
PA
489
Parallel Advisors
California
$301K +$6.57K +124 +2%
SWM
490
Segment Wealth Management
Texas
$300K -$2.75K -52 -0.9%
SWM
491
Sequoia Wealth Management
Illinois
$299K
BG
492
Bollard Group
Massachusetts
$295K
FNBTCON
493
First National Bank & Trust Co of Newtown
Pennsylvania
$294K
VNA
494
Valley National Advisers
Pennsylvania
$293K
BA
495
BKS Advisors
Michigan
$290K
BEAM
496
Baker Ellis Asset Management
Washington
$290K +$14K +264 +5%
AWM
497
AllSquare Wealth Management
New York
$290K +$290K +5,468 New
GA
498
GFS Advisors
Texas
$290K +$290K +5,476 New
IWC
499
Integrated Wealth Concepts
Massachusetts
$288K +$30K +564 +12%
BAMG
500
Brand Asset Management Group
Missouri
$286K +$286K +5,384 New