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iShares Russell Mid-Cap ETF
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Overview Fund Activity

672 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 233 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+18
Holders Change %
+2.75%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
55
Increased
223
Reduced
233
Closed
33
Calls
$21.7M
Puts
$3.18M
Net Calls
+$18.5M
Net Calls Change
+$9.91M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$49M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$38M
4
HFS
HL Financial Services
Kentucky
+$27.1M
5
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
+$20M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$86.1M
2
Wells Fargo
Wells Fargo
California
-$64.3M
3
SB
Suntrust Banks
Georgia
-$23.3M
4
GLI
Guardian Life Insurance
New York
-$17.2M
5
KeyBank National Association
KeyBank National Association
Ohio
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
551
Blankinship & Foster
California
$208K +$620 +12 +0.3%
BAM
552
Barrett Asset Management
New York
$208K +$36.6K +708 +21%
SWM
553
SeaCrest Wealth Management
New York
$206K -$9.48K -184 -4%
CA
554
Crewe Advisors
Utah
$205K – – –
BFG
555
Bouchey Financial Group
New York
$204K -$191K -3,712 -48%
TCOV
556
Trust Company of Vermont
Vermont
$204K – – –
BHIA
557
Birch Hill Investment Advisors
Massachusetts
$203K – – –
PCTC
558
Perkins Coie Trust Company
Washington
$201K – – –
PA
559
PFG Advisors
Arizona
$201K +$201K +3,896 New
CG
560
Corundum Group
Colorado
$200K – – –
TL
561
TrueWealth LLC
Georgia
$199K +$5.17K +100 +3%
First Manhattan
562
First Manhattan
New York
$190K – – –
MI
563
Markston International
New York
$186K – – –
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$185K +$5.57K +108 +3%
TIM
565
Tortoise Investment Management
New York
$178K – – –
CBT
566
Central Bank & Trust
Kentucky
$177K -$2.89K -56 -2%
JFA
567
JNBA Financial Advisors
Minnesota
$174K – – –
OFS
568
Orrstown Financial Services
Pennsylvania
$173K -$9.89K -192 -5%
DBT
569
Dubuque Bank & Trust
Iowa
$169K -$51.5K -1,000 -23%
1IA
570
1834 Investment Advisors
Wisconsin
$162K -$3.3K -64 -2%
PCM
571
Poehling Capital Management
Wisconsin
$159K – – –
FRA
572
Front Row Advisors
California
$158K -$10.3K -200 -6%
PS
573
Portfolio Solutions
Michigan
$157K – – –
SHJ
574
Sharkey, Howes & Javer
Colorado
$151K -$9.48K -184 -6%
FDCDDQ
575
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K -$6.19K -120 -4%
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23
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