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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.

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
1
Bank of America
North Carolina
$2.29B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$236M
3
Wells Fargo
3
Wells Fargo
California
$1.37B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$129M
5
V
5
Veritable
Delaware
$106M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$483K
2
FFA
2
Fragasso Financial Advisors
Pennsylvania
$28M
3
HNB
3
Huntington National Bank
Ohio
$58.8M
4
Ameriprise
4
Ameriprise
Minnesota
$270M
5
Goldman Sachs
5
Goldman Sachs
New York
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
76
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.2M +$8.71M +187,455 +158%
CI
77
Conning Inc
Connecticut
$12.9M +$1.14M +24,460 +10%
UCFA
78
United Capital Financial Advisors
Texas
$12.8M +$9.19M +197,784 +254%
Creative Planning
79
Creative Planning
Kansas
$12.7M -$103K -2,206 -0.8%
PG
80
Proffitt & Goodson
Tennessee
$12.7M -$119K -2,554 -0.9%
AAS
81
Avantax Advisory Services
Texas
$12.6M +$12.6M +283,831 New
OC
82
Oakworth Capital
Alabama
$12.6M +$395K +8,492 +3%
GLI
83
Guardian Life Insurance
New York
$12.5M – – –
Kayne Anderson Rudnick Investment Management
84
Kayne Anderson Rudnick Investment Management
California
$12.3M +$723K +15,566 +6%
BPB
85
Badgley, Phelps & Bell
Washington
$12.2M -$5.25M -112,938 -30%
CG
86
Colony Group
Massachusetts
$11.9M -$552K -11,868 -4%
PAG
87
Private Advisor Group
New Jersey
$11.9M +$3.14M +67,093 +36%
GG
88
Gofen & Glossberg
Illinois
$11.6M -$114K -2,447 -1%
Cerity Partners
89
Cerity Partners
New York
$11.1M +$6.86M +147,548 +160%
AG
90
Advisor Group
Arizona
$11M +$3.03M +65,264 +38%
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$10.9M +$10.9M +234,018 New
TFA
92
Transamerica Financial Advisors
Florida
$10.4M -$224K -4,828 -2%
DADC
93
D.A. Davidson & Co
Montana
$10.2M +$85K +1,828 +0.8%
MWP
94
MYCIO Wealth Partners
Pennsylvania
$10.2M +$2.91M +62,706 +40%
Stifel Financial
95
Stifel Financial
Missouri
$10.1M +$2.41M +51,845 +31%
BJL
96
Brighton Jones LLC
Washington
$9.92M +$82.5K +1,775 +0.8%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$9.88M -$744K -16,009 -7%
CCM
98
Coldstream Capital Management
Washington
$9.38M -$124K -2,675 -1%
B
99
Bailard
California
$9.37M +$142K +3,046 +2%
PPA
100
Parametric Portfolio Associates
Washington
$9.29M -$1.5M -32,325 -14%
2 3
4
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