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iShares Russell Mid-Cap ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$227M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140M
3
Wells Fargo
Wells Fargo
California
+$103M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$90.2M
5
V
Veritable
Delaware
+$48.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$134M
2
FFA
Fragasso Financial Advisors
Pennsylvania
-$85.2M
3
HNB
Huntington National Bank
Ohio
-$64M
4
Ameriprise
Ameriprise
Minnesota
-$32.2M
5
Goldman Sachs
Goldman Sachs
New York
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
526
Bank of Nova Scotia
Ontario, Canada
$291K -$76.2K -1,639 -21%
MCA
527
Mercer Capital Advisers
New Jersey
$291K – – –
IP
528
Investment Partners
Ohio
$291K +$2.93K +63 +1%
BAS
529
Brown Advisory Securities
Maryland
$289K +$110K +2,374 +61%
NCM
530
Neumann Capital Management
California
$287K +$45.2K +972 +19%
AWM
531
AE Wealth Management
Kansas
$284K +$93 +2 +0%
TCOV
532
Trust Company of Vermont
Vermont
$283K +$5.49K +118 +2%
FCI
533
Financial Counselors Inc
Kansas
$281K -$511 -11 -0.2%
GW
534
GW & Wade
Massachusetts
$281K +$186 +4 +0.1%
IF
535
Ironwood Financial
Arizona
$281K +$193K +4,150 +220%
FLPIM
536
F.L. Putnam Investment Management
Massachusetts
$280K – – –
DC
537
Davenport & Co
Virginia
$280K +$79.3K +1,705 +40%
EGA
538
E&G Advisors
Texas
$279K -$88.4K -1,900 -24%
MLFP
539
MPS Loria Financial Planners
Illinois
$272K -$28.9K -623 -10%
VC
540
Vicus Capital
Pennsylvania
$271K -$19K -409 -7%
BWP
541
Baldwin Wealth Partners
Massachusetts
$270K – – –
KWM
542
Kingsview Wealth Management
Oregon
$269K -$59.2K -1,274 -18%
FHA
543
Flagship Harbor Advisors
Massachusetts
$269K +$60.5K +1,305 +29%
NCM
544
Narwhal Capital Management
Georgia
$265K +$265K +5,701 New
JPG
545
Jordan Park Group
California
$262K -$427K -9,171 -62%
ECM
546
ETrade Capital Management
Virginia
$262K -$9.02K -194 -3%
SWM
547
Sequoia Wealth Management
Illinois
$262K +$233 +5 +0.1%
BG
548
Bollard Group
Massachusetts
$262K +$2.69K +58 +1%
HB
549
Homrich & Berg
Georgia
$260K -$929 -20 -0.4%
BPWA
550
Beacon Pointe Wealth Advisors
California
$260K +$260K +5,592 New
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