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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 %
ZIM
551
Zacks Investment Management
Illinois
$251K +$251K +4,552 New
WDL
552
Well Done LLC
Michigan
$249K +$16.7K +304 +7%
FHA
553
Flagship Harbor Advisors
Massachusetts
$247K -$11.9K -216 -5%
NWP
554
Northstar Wealth Partners
Connecticut
$242K – – –
DC
555
Davenport & Co
Virginia
$238K +$238K +4,312 New
AWA
556
ARS Wealth Advisors
Florida
$235K – – –
NB
557
Nicolet Bankshares
Wisconsin
$233K -$2.21K -40 -0.9%
LWS
558
Lucia Wealth Services
California
$232K -$64.5K -1,168 -22%
WCWM
559
Willow Creek Wealth Management
California
$229K – – –
TL
560
TrueWealth LLC
Georgia
$226K – – –
BFS
561
Bradley Foster & Sargent
Connecticut
$225K – – –
BF
562
Blankinship & Foster
California
$223K +$882 +16 +0.4%
FG
563
Fiduciary Group
Georgia
$223K +$11K +200 +5%
SFG
564
StrategIQ Financial Group
Indiana
$221K +$221K +4,008 New
BHIA
565
Birch Hill Investment Advisors
Massachusetts
$220K – – –
CA
566
Crewe Advisors
Utah
$219K – – –
AUB
567
Atlantic Union Bankshares
Virginia
$218K – – –
OWP
568
Obermeyer Wealth Partners
Colorado
$217K – – –
BBHC
569
Brown Brothers Harriman & Co
New York
$216K -$295K -5,344 -58%
DAS
570
Dynamic Advisor Solutions
Arizona
$216K – – –
BAS
571
Brown Advisory Securities
Maryland
$215K – – –
PCTC
572
Perkins Coie Trust Company
Washington
$215K – – –
SWM
573
SeaCrest Wealth Management
New York
$215K – – –
FPCP
574
Fort Point Capital Partners
California
$213K +$213K +3,860 New
Rockefeller Capital Management
575
Rockefeller Capital Management
New York
$209K +$143K +2,592 +217%
21 22
23
24 25