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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 %
Fiera Capital (Canada)
501
Fiera Capital (Canada)
Quebec, Canada
$286K +$286K +5,400 New
LWS
502
Lucia Wealth Services
California
$285K -$1.6M -30,140 -85%
RIS
503
Retirement Income Solutions
Michigan
$284K -$49.6K -936 -15%
ST
504
Sageworth Trust
Pennsylvania
$283K
IC
505
Inverness Counsel
New York
$283K -$276K
MGIA
506
Moneta Group Investment Advisors
Missouri
$279K -$5.3K -100 -2%
NCM
507
Neumann Capital Management
California
$276K
GP
508
Geneva Partners
Wisconsin
$276K
DW
509
Domani Wealth
Pennsylvania
$275K
HCM
510
Howland Capital Management
Massachusetts
$268K -$10.6K -200 -4%
OC
511
Oppenheimer & Co
New York
$268K -$10.2K -192 -4%
CBOR
512
Community Bank of Raymore
Missouri
$268K
BWA
513
BDO Wealth Advisors
Florida
$266K +$143K +2,688 +116%
MIM
514
Macroview Investment Management
Maryland
$265K
BIM
515
Baldwin Investment Management
Pennsylvania
$265K +$265K +5,000 New
PWA
516
Providence Wealth Advisors
Illinois
$259K +$259K +4,892 New
FAIM
517
Financial Advocates Investment Management
Washington
$258K
State Street
518
State Street
Massachusetts
$258K +$258K +4,840 New
LRIA
519
Leonard Rickey Investment Advisors
Washington
$257K
LFS
520
Lutz Financial Services
Nebraska
$256K
SFA
521
Sequoia Financial Advisors
Ohio
$253K
FHA
522
Flagship Harbor Advisors
Massachusetts
$249K
CBN
523
Cadence Bank NA
Texas
$246K +$246K +4,640 New
BBA
524
BLB&B Advisors
Pennsylvania
$245K
FPCG
525
Fort Pitt Capital Group
Pennsylvania
$245K +$245K +4,612 New