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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 %
NAP
176
New Amsterdam Partners
New York
$3.4M +$3.4M +73,164 New
BIM
177
Bridges Investment Management
Nebraska
$3.4M -$63.2K -1,360 -2%
Citigroup
178
Citigroup
New York
$3.35M -$158K -3,408 -5%
CFA
179
Cahill Financial Advisors
Minnesota
$3.29M +$116K +2,497 +4%
BP
180
Ballentine Partners
Massachusetts
$3.27M +$1.35K +29 +0%
SWP
181
Stratos Wealth Partners
Ohio
$3.26M -$3.54M -76,142 -52%
CWM
182
Chesapeake Wealth Management
Virginia
$3.25M -$102K -2,197 -3%
SBH
183
Segall Bryant & Hamill
Illinois
$3.16M +$747K +16,069 +31%
BWM
184
BT Wealth Management
Georgia
$3.15M +$3.15M +59,455 New
FNT
185
First National Trust
Pennsylvania
$3.13M +$83.5K +1,797 +3%
MAM
186
Marquette Asset Management
Minnesota
$3.06M -$781K -16,792 -20%
WB
187
Webster Bank
Connecticut
$3.06M -$16K -344 -0.5%
EVM
188
Eaton Vance Management
Massachusetts
$2.99M -$3.72K -80 -0.1%
PFM
189
Parsec Financial Management
North Carolina
$2.96M -$2.6K -56 -0.1%
SAM
190
Silvercrest Asset Management
New York
$2.94M -$18.6K -400 -0.6%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$2.94M -$51.3K -1,104 -2%
HCM
192
HMS Capital Management
Tennessee
$2.94M +$558K +12,000 +23%
RWA
193
Ropes Wealth Advisors
Massachusetts
$2.9M -$107K -2,294 -4%
AL
194
Aspiriant LLC
California
$2.8M -$200K -4,310 -7%
BNP Paribas Financial Markets
195
BNP Paribas Financial Markets
France
$2.79M -$422K -9,085 -13%
MC
196
Middleton & Co
Massachusetts
$2.78M -$39.5K -850 -1%
EA
197
Elm Advisors
California
$2.73M +$36.2K +780 +1%
ST
198
Sabal Trust
Florida
$2.68M +$130K +2,800 +5%
EWM
199
Executive Wealth Management
Michigan
$2.57M +$2.57M +51,834 New
Neuberger Berman Group
200
Neuberger Berman Group
New York
$2.57M -$598K -12,867 -19%
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