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iShares Russell Mid-Cap ETF
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Overview Fund Activity

669 hedge funds and large institutions have $12.1B invested in iShares Russell Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
15.34%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1.05%
New
39
Increased
192
Reduced
215
Closed
37
Calls
$24.2M
Puts
$3.9M
Net Calls
+$20.3M
Net Calls Change
+$1.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.26B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$321M
3
CS
Credit Suisse
Switzerland
$21.3M
4
US Bancorp
US Bancorp
Minnesota
$267M
5
UBS Group
UBS Group
Switzerland
$359M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$72.1M
2
Jane Street
Jane Street
New York
$0
3
SB
Suntrust Banks
Georgia
$146M
4
BWM
Baystate Wealth Management
Massachusetts
$71M
5
TF
TIAA FSB
Florida
$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
201
Cornerstone Wealth Management
Missouri
$2.6M +$2.59M +2,200,772 +21,325%
CCA
202
Conservest Capital Advisors
Pennsylvania
$2.54M -$62.8K -1,184 -2%
SJIM
203
St. Johns Investment Management
Florida
$2.51M -$172K -3,248 -6%
NFG
204
Nadler Financial Group
Illinois
$2.48M -$12.7K -240 -0.5%
SWA
205
Sutton Wealth Advisors
Florida
$2.47M -$17.6K -332 -0.7%
NEPWA
206
New England Private Wealth Advisors
Massachusetts
$2.47M – – –
BTS
207
BB&T Securities
Virginia
$2.43M +$24.8K +468 +1%
HCM
208
Hollencrest Capital Management
California
$2.42M -$12.3K -232 -0.5%
CFG
209
Citizens Financial Group
Rhode Island
$2.37M -$65.5K -1,236 -3%
HI
210
Horizon Investments
North Carolina
$2.36M +$115K +2,184 +5%
SPC
211
Sigma Planning Corp
Michigan
$2.32M +$95K +1,792 +4%
RJT
212
Raymond James Trust
Florida
$2.31M -$294K -5,536 -11%
CA
213
Continuum Advisory
Idaho
$2.28M +$57.1K +1,076 +3%
MCWS
214
McKinley Carter Wealth Services
West Virginia
$2.23M +$212 +4 +0%
SB
215
Simmons Bank
Arkansas
$2.23M -$3.61K -68 -0.2%
APA
216
American Portfolios Advisors
New York
$2.22M +$68.3K +1,288 +3%
NAM
217
NTV Asset Management
West Virginia
$2.21M – – –
ATC
218
Argent Trust Co
Tennessee
$2.2M +$1.3M +24,532 +144%
NL
219
NVWM LLC
Pennsylvania
$2.14M +$923K +17,400 +76%
GWM
220
Geneos Wealth Management
Colorado
$2.14M +$246K +4,644 +13%
AMG
221
Asset Management Group
Connecticut
$2.11M – – –
FEG
222
Fund Evaluation Group
Ohio
$2.1M -$59K -1,112 -3%
LIC
223
Lodestar Investment Counsel
Illinois
$2.1M +$354K +6,680 +20%
FANJ
224
Financial Architects (New Jersey)
New Jersey
$2.08M -$21.2K -400 -1%
UBS AM
225
UBS AM
Illinois
$2.06M +$21.2K +400 +1%
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