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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
$2.45B
2
Ameriprise
Ameriprise
Minnesota
$1.05B
3
FFA
Fragasso Financial Advisors
Pennsylvania
$31.1M
4
SPIA
Steward Partners Investment Advisory
New York
$22.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$353M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$64M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
SB
Suntrust Banks
Georgia
$114M
4
CS
Credit Suisse
Switzerland
$309K
5
MRC
Millburn Ridgefield Corp
New York
$81.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
126
Simon Quick Advisors
New Jersey
$6.2M +$901K +16,340 +17%
CA
127
Cetera Advisors
Colorado
$6.07M +$706K +12,792 +13%
WAM
128
Weatherly Asset Management
California
$5.92M -$99.2K -1,800 -2%
A
129
AdvicePeriod
California
$5.79M +$48.7K +884 +0.8%
William Blair & Company
130
William Blair & Company
Illinois
$5.74M +$482K +8,736 +9%
MWAC
131
Mariner Wealth Advisors (Cincinnati)
Ohio
$5.59M -$871K -15,800 -13%
RFC
132
Regions Financial Corp
Alabama
$5.52M +$587K +10,656 +12%
GLA
133
Great Lakes Advisors
Illinois
$5.42M +$121K +2,188 +2%
CWM
134
Cahaba Wealth Management
Georgia
$5.33M +$89K +1,620 +2%
CCA
135
Cobblestone Capital Advisors
New York
$5.24M -$44.1K -800 -0.8%
Cerity Partners
136
Cerity Partners
New York
$5.08M +$269K +4,888 +6%
FMC
137
First Merchants Corp
Indiana
$5.03M +$294K +5,336 +6%
I
138
IberiaBank
Louisiana
$4.89M +$316K +5,732 +7%
RPC
139
Rossmore Private Capital
Connecticut
$4.78M +$500K +9,068 +12%
FMBTD
140
First Midwest Bank Trust Division
Illinois
$4.73M +$693K +12,572 +17%
RWP
141
RWA Wealth Partners
Massachusetts
$4.67M -$19K -344 -0.4%
AIM
142
Acropolis Investment Management
Missouri
$4.66M -$82.7K -1,500 -2%
FC
143
Ferris Capital
Massachusetts
$4.59M – – –
WSFS
144
Wilmington Savings Fund Society
Delaware
$4.57M -$169K -3,072 -4%
MAM
145
Marquette Asset Management
Minnesota
$4.56M -$133K -2,404 -3%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$4.43M -$8.38K -152 -0.2%
CGA
147
Crescent Grove Advisors
Illinois
$4.43M +$435K +7,844 +11%
Impax Asset Management Group
148
Impax Asset Management Group
United Kingdom
$4.41M +$4.41M +80,000 New
CT
149
Coastline Trust
Rhode Island
$4.4M -$155K -2,820 -3%
BRWM
150
B. Riley Wealth Management
Tennessee
$4.33M +$4.33M +78,456 New
4 5
6
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