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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 %
AF
601
Allworth Financial
California
$87K +$11.4K +220 +15%
SFSIG
602
San Francisco Sentry Investment Group
California
$86K +$22.6K +436 +36%
AWM
603
Aevitas Wealth Management
Massachusetts
$83K
CDIA
604
Capital Directions Investment Advisors
Georgia
$81K
EA
605
Edge Advisors
Georgia
$77K -$21.9K -428 -22%
ACM
606
AUA Capital Management
Pennsylvania
$76K
WC
607
Westwind Capital
New Mexico
$75K
AWA
608
Acorn Wealth Advisors
Michigan
$75K
OIA
609
OneDigital Investment Advisors
Kansas
$71K +$205 +4 +0.3%
AIA
610
Arcadia Investment Advisors
Idaho
$64K
Rockefeller Capital Management
611
Rockefeller Capital Management
New York
$61K +$61K +1,192 New
GRP
612
Global Retirement Partners
California
$60K
GEA
613
Glen Eagle Advisors
New Jersey
$59.8K
CHP
614
Cable Hill Partners
Oregon
$59K
PWM
615
Perigon Wealth Management
California
$58K
LA
616
Legacy Advisors
Pennsylvania
$57K +$57K +1,108 New
HI
617
Hudock Inc
Pennsylvania
$56K
BCA
618
Bray Capital Advisors
Florida
$55K +$55K +1,056 New
RWG
619
Regal Wealth Group
California
$53K +$206 +4 +0.4%
JAM
620
Jolley Asset Management
North Carolina
$51K
SIAP
621
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$49K
ML
622
McAdam LLC
Pennsylvania
$49K +$49K +952 New
CAC
623
Certified Advisory Corp
Florida
$48K
GBBWRPM
624
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$48K +$48K +924 New
KTC
625
Kistler-Tiffany Companies
Pennsylvania
$46K