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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 %
TIM
626
Tortoise Investment Management
New York
$158K – – –
JFA
627
JNBA Financial Advisors
Minnesota
$157K -$168K -3,621 -52%
1IA
628
1834 Investment Advisors
Wisconsin
$145K – – –
FRA
629
Front Row Advisors
California
$142K – – –
RWA
630
River Wealth Advisors
Pennsylvania
$140K +$49K +1,054 +54%
AF
631
Advisornet Financial
Minnesota
$139K +$35.2K +757 +34%
SHJ
632
Sharkey, Howes & Javer
Colorado
$136K – – –
ARMC
633
American Research & Management Company
Massachusetts
$133K – – –
LWA
634
Lenox Wealth Advisors
New York
$132K – – –
AF
635
Allworth Financial
California
$130K – – –
PB
636
Pinnacle Bancorp
Nebraska
$130K +$130K +2,801 New
FDCDDQ
637
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K -$13.2K -284 -10%
WCM
638
Whitener Capital Management
North Carolina
$119K – – –
WF
639
WealthTrust Fairport
Ohio
$116K -$14K -301 -11%
PGWM
640
Parisi Gray Wealth Management
New Jersey
$114K – – –
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$113K – – –
ATC
642
Adirondack Trust Company
New York
$113K – – –
MCM
643
MV Capital Management
Maryland
$112K – – –
CFA
644
Carroll Financial Associates
North Carolina
$108K +$4.87K +103 +5%
IBOK
645
Independence Bank of Kentucky
Kentucky
$107K +$95.3K +2,045 +812%
FFW
646
Fusion Family Wealth
New York
$105K +$7.78K +168 +8%
LWANC
647
Laurel Wealth Advisors (North Carolina)
North Carolina
$103K +$103K +2,216 New
M
648
MOTCO
Texas
$100K – – –
CB
649
CNB Bank
Pennsylvania
$98K +$51.3K +1,100 +110%
GWMIA
650
Global Wealth Management Investment Advisory
Florida
$98K +$98K +2,116 New
24 25
26
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