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iShares Russell Mid-Cap ETF
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Overview Fund Activity

654 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 191 increasing their positions, 221 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+83
Holders Change %
+14.54%
% of All Funds
14.85%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
1.02%
New
113
Increased
191
Reduced
221
Closed
22
Calls
$9.57M
Puts
$999K
Net Calls
+$8.58M
Net Calls Change
-$63K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.07B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$249M
3
RJA
Raymond James & Associates
Florida
$44M
4
Jane Street
Jane Street
New York
$11.9M
5
N
Natixis
France
$10.4M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$86.1M
2
V
Veritable
Delaware
$66M
3
HFS
HL Financial Services
Kentucky
$0
4
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$0
5
MSA
Mason Street Advisors
Wisconsin
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
526
AJ Wealth Strategies
New York
$236K – – –
MFBTD
527
MB Financial Bank - Trust Department
Illinois
$234K – – –
LWAC
528
Laurel Wealth Advisors (California)
California
$234K +$234K +4,500 New
SFA
529
Sequoia Financial Advisors
Ohio
$230K +$230K +4,420 New
BWP
530
Baldwin Wealth Partners
Massachusetts
$225K -$20.6K -396 -8%
GA
531
Geller Advisors
New York
$224K – – –
LRIA
532
Leonard Rickey Investment Advisors
Washington
$224K +$224K +4,308 New
DBT
533
Dubuque Bank & Trust
Iowa
$223K +$22.9K +440 +11%
LCM
534
Leisure Capital Management
California
$223K +$223K +4,284 New
WDL
535
Well Done LLC
Michigan
$220K +$220K +4,220 New
DC
536
Davenport & Co
Virginia
$219K +$219K +4,204 New
PWAG
537
Polaris Wealth Advisory Group
California
$218K +$218K +4,184 New
SWM
538
SeaCrest Wealth Management
New York
$218K +$218K +4,184 New
LWS
539
Lucia Wealth Services
California
$212K +$212K +4,072 New
BF
540
Blankinship & Foster
California
$209K +$209K +4,016 New
CA
541
Crewe Advisors
Utah
$207K +$207K +3,976 New
TCOV
542
Trust Company of Vermont
Vermont
$206K – – –
BHIA
543
Birch Hill Investment Advisors
Massachusetts
$205K +$205K +3,940 New
NIM
544
Nicollet Investment Management
Minnesota
$204K +$204K +3,924 New
PCTC
545
Perkins Coie Trust Company
Washington
$203K – – –
BRWA
546
B. Riley Wealth Advisors
Florida
$203K +$203K +3,872 New
CG
547
Corundum Group
Colorado
$202K +$202K +3,884 New
PL
548
Plancorp LLC
Missouri
$201K +$201K +3,888 New
MIM
549
Macroview Investment Management
Maryland
$198K -$57.2K -1,100 -22%
TL
550
TrueWealth LLC
Georgia
$195K +$195K +3,752 New
20 21
22
23 24