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iShares Russell Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ARMC
576
American Research & Management Company
Massachusetts
$148K -$148K -2,864 -50%
LWA
577
Lenox Wealth Advisors
New York
$146K
CCA
578
Clearwater Capital Advisors
Illinois
$134K +$134K +2,600 New
WCM
579
Whitener Capital Management
North Carolina
$132K
FFW
580
Fusion Family Wealth
New York
$129K -$18.6K -360 -13%
PGWM
581
Parisi Gray Wealth Management
New Jersey
$127K
ATC
582
Adirondack Trust Company
New York
$125K +$30.9K +600 +33%
BWA
583
BDO Wealth Advisors
Florida
$120K -$1.03K -20 -0.9%
DSN
584
D. Scott Neal
Kentucky
$119K
WAM
585
Watermark Asset Management
California
$118K
M
586
MOTCO
Texas
$118K
CFA
587
Carroll Financial Associates
North Carolina
$118K +$206 +4 +0.2%
VIA
588
Vantage Investment Advisors
Pennsylvania
$118K +$206 +4 +0.2%
WAP
589
Wealthcare Advisory Partners
Pennsylvania
$114K +$64.3K +1,240 +129%
RFA
590
Reilly Financial Advisors
California
$112K +$1.03K +20 +0.9%
LNB
591
Ledyard National Bank
$108K -$20.7K -400 -16%
SBL
592
Sargent Bickham Lagudis
Colorado
$108K
FA
593
Fortis Advisors
Pennsylvania
$106K +$412 +8 +0.4%
ZB
594
Zions Bancorporation
Utah
$104K -$34.7K -672 -25%
WF
595
WealthTrust Fairport
Ohio
$102K +$102K +1,968 New
IF
596
Ironwood Financial
Arizona
$97K
CLOS
597
Compagnie Lombard Odier SCmA
Switzerland
$95K -$95K -1,832 -50%
EWM
598
Endurance Wealth Management
Rhode Island
$95K +$86.7K +1,676 +1,048%
CAL
599
Capital Advisors Ltd
Ohio
$94K -$14.9K -288 -14%
FMTCOCP
600
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$92.5K