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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 %
WWM
526
Wagner Wealth Management
South Carolina
$278K +$278K +5,044 New
VCP
527
Vista Capital Partners
Oregon
$277K +$277K +5,032 New
BWA
528
BDO Wealth Advisors
Florida
$276K – – –
DW
529
Domani Wealth
Pennsylvania
$273K -$13.2K -240 -5%
CWM
530
Calamos Wealth Management
Illinois
$273K +$273K +4,956 New
BIM
531
Baldwin Investment Management
Pennsylvania
$270K -$5.51K -100 -2%
PWA
532
Providence Wealth Advisors
Illinois
$270K – – –
LRIA
533
Leonard Rickey Investment Advisors
Washington
$267K – – –
LFS
534
Lutz Financial Services
Nebraska
$267K +$881 +16 +0.3%
State Street
535
State Street
Massachusetts
$266K – – –
SFA
536
Sequoia Financial Advisors
Ohio
$263K +$220 +4 +0.1%
BAM
537
Barrett Asset Management
New York
$259K +$9.93K +180 +4%
PA
538
Pinnacle Associates
New York
$257K +$257K +4,664 New
FAIM
539
Financial Advocates Investment Management
Washington
$255K -$13K -236 -5%
PFS
540
Prospera Financial Services
Texas
$254K -$56.3K -1,040 -18%
FPCG
541
Fort Pitt Capital Group
Pennsylvania
$254K – – –
PCIA
542
Prime Capital Investment Advisors
Kansas
$254K – – –
HFP
543
Holistic Financial Partners
Indiana
$254K +$254K +4,600 New
JAFL
544
Jay A. Fishman Ltd
Michigan
$254K – – –
WOC
545
West Oak Capital
California
$254K – – –
BCP
546
Blue Chip Partners
Michigan
$253K -$110K -1,988 -30%
CBN
547
Cadence Bank NA
Texas
$253K -$2.65K -48 -1%
DBT
548
Dubuque Bank & Trust
Iowa
$253K +$72.1K +1,308 +40%
AC
549
Alexandria Capital
Virginia
$252K -$110K -2,000 -30%
TI
550
Truepoint Inc
Ohio
$252K -$66.1K -1,200 -21%
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