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

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$483K
2
FFA
Fragasso Financial Advisors
Pennsylvania
$28M
3
HNB
Huntington National Bank
Ohio
$58.8M
4
Ameriprise
Ameriprise
Minnesota
$270M
5
Goldman Sachs
Goldman Sachs
New York
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
126
Fulton Bank
Pennsylvania
$6.09M +$2.7M +58,114 +80%
FNFDCM
127
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.86M +$71.5K +1,539 +1%
WTB
128
Washington Trust Bank
Washington
$5.82M +$34.8K +748 +0.6%
Brown Advisory
129
Brown Advisory
Maryland
$5.64M -$379K -8,154 -6%
SCG
130
Sonata Capital Group
Washington
$5.6M +$30.9K +664 +0.6%
IDBONY
131
Israel Discount Bank of New York
New York
$5.56M +$49.4K +1,062 +0.9%
ANB
132
Amarillo National Bank
Texas
$5.55M – – –
ZIM
133
Zacks Investment Management
Illinois
$5.45M +$5.24M +112,752 +2,477%
JF
134
JSF Financial
California
$5.41M +$5.41M +116,404 New
CA
135
Clearstead Advisors
Ohio
$5.34M +$46 +1 +0%
A
136
AdvicePeriod
California
$5.33M +$445K +9,569 +9%
William Blair & Company
137
William Blair & Company
Illinois
$5.11M +$268K +5,769 +6%
RFC
138
Regions Financial Corp
Alabama
$5.04M +$382K +8,210 +8%
FMWA
139
Forvis Mazars Wealth Advisors
Missouri
$5.02M -$2.72M -58,441 -35%
FCBT
140
First Citizens Bank & Trust
North Carolina
$5.01M +$1.81M +39,051 +57%
WAM
141
Weatherly Asset Management
California
$4.91M -$83.9K -1,804 -2%
SQA
142
Simon Quick Advisors
New Jersey
$4.82M -$405K -8,705 -8%
CI
143
CX Institutional
Indiana
$4.75M +$1.64M +35,252 +53%
MFP
144
Meridian Financial Partners
Virginia
$4.69M +$4.69M +100,827 New
ACB
145
Aristotle Capital Boston
Massachusetts
$4.64M +$1.4M +30,123 +43%
TTWM
146
TCV Trust & Wealth Management
Virginia
$4.62M -$759K -16,328 -14%
CWM
147
Cahaba Wealth Management
Georgia
$4.59M +$81.7K +1,757 +2%
HFA
148
Hoover Financial Advisors
Pennsylvania
$4.53M +$4.53M +97,438 New
RPC
149
Rossmore Private Capital
Connecticut
$4.47M +$445K +9,568 +11%
CA
150
Cetera Advisors
Colorado
$4.44M -$695K -14,897 -14%
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