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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 %
WIA
201
Wealthstreet Investment Advisors
Texas
$2.57M -$286K -5,660 -10%
PFM
202
Phillips Financial Management
Indiana
$2.55M -$25.7K -552 -1%
WIC
203
Whitegate Investment Counselors
New Hampshire
$2.51M -$2.23K -48 -0.1%
SGCA
204
Steel Grove Capital Advisors
Tennessee
$2.5M – – –
BCM
205
BTC Capital Management
Iowa
$2.49M – – –
SC
206
SouthState Corp
Florida
$2.47M +$182K +3,905 +8%
SCA
207
Stillwater Capital Advisors
Pennsylvania
$2.47M -$1.11M -23,968 -31%
Capital Fund Management (CFM)
208
Capital Fund Management (CFM)
France
$2.46M +$2.07M +44,500 +530%
CHC
209
City Holding Co
West Virginia
$2.4M +$63.7K +1,370 +3%
APA
210
American Portfolios Advisors
New York
$2.38M +$224K +4,825 +10%
EAM
211
Eagle Asset Management
Florida
$2.37M +$2.37M +50,983 New
PGFC
212
Peapack-Gladstone Financial Corp
New Jersey
$2.36M +$16.9K +363 +0.7%
WAG
213
Winthrop Advisory Group
Massachusetts
$2.35M +$1.97M +42,381 +518%
IC
214
Intersect Capital
California
$2.33M -$51K -1,098 -2%
CL
215
Choreo LLC
Illinois
$2.28M +$9.48K +204 +0.4%
NFG
216
Nadler Financial Group
Illinois
$2.28M +$132K +2,845 +6%
FPGK
217
Financial Partners Group (Kansas)
Kansas
$2.28M +$2.28M +48,938 New
SB
218
Simmons Bank
Arkansas
$2.27M +$332K +7,137 +17%
PBO
219
Peoples Bank (Ohio)
Ohio
$2.26M -$282K -6,072 -11%
NEPWA
220
New England Private Wealth Advisors
Massachusetts
$2.24M +$71.1K +1,529 +3%
BP
221
BBR Partners
New York
$2.24M +$2.24M +48,158 New
QCG
222
Quadrant Capital Group
Ohio
$2.23M -$241K -5,202 -10%
CCA
223
Conservest Capital Advisors
Pennsylvania
$2.18M -$33.6K -723 -2%
FHA
224
First Horizon Advisors
Tennessee
$2.16M +$745K +16,026 +53%
SWA
225
Sutton Wealth Advisors
Florida
$2.15M -$92.3K -1,986 -4%
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