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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 %
SSWM
476
Smith Salley Wealth Management
North Carolina
$366K – – –
NFG
477
Nations Financial Group
Iowa
$364K -$20.9K -380 -5%
WI
478
Wedgewood Investors
Pennsylvania
$359K – – –
MLFP
479
MPS Loria Financial Planners
Illinois
$356K -$15.6K -284 -4%
NIM
480
Northeast Investment Management
Massachusetts
$350K – – –
BSB
481
Bangor Savings Bank
Maine
$346K -$1.1K -20 -0.3%
MCA
482
Mercer Capital Advisers
New Jersey
$345K – – –
VC
483
Vicus Capital
Pennsylvania
$344K -$35.3K -640 -9%
WJA
484
Williams Jones & Associates
New York
$343K – – –
BFC
485
Bedel Financial Consulting
Indiana
$339K – – –
AWM
486
AE Wealth Management
Kansas
$336K +$336K +6,100 New
FCI
487
Financial Counselors Inc
Kansas
$334K -$15.4K -280 -4%
GW
488
GW & Wade
Massachusetts
$333K -$30.6K -556 -8%
FLPIM
489
F.L. Putnam Investment Management
Massachusetts
$332K – – –
VDI
490
Vaughan David Investments
Illinois
$331K – – –
BW
491
Bison Wealth
Georgia
$329K – – –
TCOV
492
Trust Company of Vermont
Vermont
$329K +$111K +2,004 +51%
EWA
493
EP Wealth Advisors
California
$328K -$3.31K -60 -1%
BWM
494
BerganKDV Wealth Management
Minnesota
$321K -$2.43K -44 -0.8%
ECM
495
ETrade Capital Management
Virginia
$321K +$2.42K +44 +0.8%
BWP
496
Baldwin Wealth Partners
Massachusetts
$320K – – –
WAM
497
Wealthspire Advisors (Maryland)
Maryland
$315K – – –
PA
498
Parallel Advisors
California
$313K – – –
SWM
499
Sequoia Wealth Management
Illinois
$311K – – –
SIA
500
Starfire Investment Advisers
Michigan
$310K -$271K -4,920 -47%
18 19
20
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