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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 %
HB
501
Homrich & Berg
Georgia
$310K -$150K -2,728 -33%
CS
502
Credit Suisse
Switzerland
$309K -$21.8M -395,556 -99%
BG
503
Bollard Group
Massachusetts
$308K +$1.32K +24 +0.4%
FNBTCON
504
First National Bank & Trust Co of Newtown
Pennsylvania
$306K – – –
CIA
505
Capital Investment Advisors
Georgia
$306K +$73.9K +1,340 +32%
VNA
506
Valley National Advisers
Pennsylvania
$304K – – –
BEAM
507
Baker Ellis Asset Management
Washington
$302K – – –
BBA
508
BLB&B Advisors
Pennsylvania
$302K +$47.2K +856 +19%
BA
509
BKS Advisors
Michigan
$301K – – –
MGIA
510
Moneta Group Investment Advisors
Missouri
$299K +$8.39K +152 +3%
BAMG
511
Brand Asset Management Group
Missouri
$297K – – –
AIM
512
Aspen Investment Management
Michigan
$295K -$68.5K -1,244 -19%
RIS
513
Retirement Income Solutions
Michigan
$295K – – –
BCM
514
Brookstone Capital Management
Illinois
$295K +$295K +5,360 New
IC
515
Inverness Counsel
New York
$294K -$283K – –
ST
516
Sageworth Trust
Pennsylvania
$294K – – –
JWA
517
JFS Wealth Advisors
Pennsylvania
$289K -$31.7K -576 -10%
AWM
518
AllSquare Wealth Management
New York
$289K -$12.1K -220 -4%
NCM
519
Neumann Capital Management
California
$287K – – –
GP
520
Geneva Partners
Wisconsin
$287K – – –
IWC
521
Integrated Wealth Concepts
Massachusetts
$286K -$12.1K -220 -4%
PS
522
Portfolio Solutions
Michigan
$279K +$279K +5,084 New
OC
523
Oppenheimer & Co
New York
$278K – – –
HCM
524
Howland Capital Management
Massachusetts
$278K – – –
CBOR
525
Community Bank of Raymore
Missouri
$278K – – –
19 20
21
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