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iShares Russell Mid-Cap ETF

745 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 267 increasing their positions, 204 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+58
Holders Change %
+8.44%
% of All Funds
16.63%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.03%
New
120
Increased
267
Reduced
204
Closed
55
Calls
$953K
Puts
$1.17M
Net Calls
-$214K
Net Calls Change
-$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
501
Windsor Capital Management
Arizona
$352K +$278 +6 +0.1%
NFG
502
Nations Financial Group
Iowa
$350K +$43.3K +932 +14%
LA
503
Legacy Advisors
Pennsylvania
$348K +$297K +6,389 +577%
SCI
504
S&CO Inc
Massachusetts
$347K
UR
505
USCA RIA
Texas
$345K
Renaissance Technologies
506
Renaissance Technologies
New York
$344K +$9.3K +200 +3%
UWPG
507
Ullmann Wealth Partners Group
Florida
$342K
SS
508
Simplicity Solutions
Minnesota
$342K +$342K +7,348 New
AWM
509
Altavista Wealth Management
North Carolina
$335K
PAM
510
Palisade Asset Management
Minnesota
$334K -$7.8K -168 -2%
SCP
511
Syntal Capital Partners
Texas
$333K
CWM
512
Cordatus Wealth Management
Pennsylvania
$331K +$331K +7,124 New
AOWM
513
Alpha Omega Wealth Management
Virginia
$325K
SWM
514
SeaCrest Wealth Management
New York
$324K +$142K +3,060 +78%
WJA
515
Williams Jones & Associates
New York
$320K +$30.5K +656 +11%
BFC
516
Bedel Financial Consulting
Indiana
$317K +$16.7K +360 +6%
BPCE
517
Bank Pictet & Cie (Europe)
Germany
$316K
EWA
518
EP Wealth Advisors
California
$313K +$36.4K +784 +13%
PFC
519
Phocas Financial Corp
California
$309K -$366K
PO
520
Private Ocean
California
$303K -$31.9K -686 -10%
WI
521
Wedgewood Investors
Pennsylvania
$303K
SWM
522
Segment Wealth Management
Texas
$295K -$53.7K -1,156 -15%
NIM
523
Northeast Investment Management
Massachusetts
$295K
EWM
524
Empirical Wealth Management
Washington
$293K -$16.7K -360 -5%
BSB
525
Bangor Savings Bank
Maine
$292K