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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 %
FLA
501
Financial Life Advisors
Texas
$288K -$247K -4,904 -46%
PA
502
Parallel Advisors
California
$287K -$9.29K -180 -3%
FNBTCON
503
First National Bank & Trust Co of Newtown
Pennsylvania
$287K – – –
BG
504
Bollard Group
Massachusetts
$287K +$825 +16 +0.3%
VNA
505
Valley National Advisers
Pennsylvania
$285K – – –
BA
506
BKS Advisors
Michigan
$283K – – –
MFBTD
507
MB Financial Bank - Trust Department
Illinois
$279K +$46.6K +904 +20%
MGIA
508
Moneta Group Investment Advisors
Missouri
$277K -$43.6K -844 -14%
ST
509
Sageworth Trust
Pennsylvania
$276K – – –
IC
510
Inverness Counsel
New York
$276K – – –
HCM
511
Howland Capital Management
Massachusetts
$271K +$271K +5,244 New
AUB
512
Atlantic Union Bankshares
Virginia
$271K +$271K +5,252 New
OC
513
Oppenheimer & Co
New York
$270K – – –
BEAM
514
Baker Ellis Asset Management
Washington
$269K – – –
DW
515
Domani Wealth
Pennsylvania
$268K -$18.2K -352 -6%
GP
516
Geneva Partners
Wisconsin
$268K – – –
NCM
517
Neumann Capital Management
California
$268K +$268K +5,200 New
GC
518
Garde Capital
Washington
$266K – – –
IP
519
Investment Partners
Ohio
$265K -$87.7K -1,700 -25%
CAN
520
Claraphi Advisory Network
United States
$265K -$55.8K -1,080 -17%
CBOR
521
Community Bank of Raymore
Missouri
$260K – – –
MIM
522
Macroview Investment Management
Maryland
$257K +$60.8K +1,180 +31%
NIM
523
Nicollet Investment Management
Minnesota
$255K +$52.3K +1,012 +26%
FAIM
524
Financial Advocates Investment Management
Washington
$251K +$4.75K +92 +2%
LRIA
525
Leonard Rickey Investment Advisors
Washington
$250K +$27.8K +540 +13%
19 20
21
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