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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

370 hedge funds and large institutions have $4.07B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 125 increasing their positions, 87 reducing their positions, and 16 closing their positions.

Holders
370
Holders Change
+50
Holders Change %
+15.63%
% of All Funds
9.72%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.63%
New
71
Increased
125
Reduced
87
Closed
16
Calls
$1.5M
Puts
–
Net Calls
+$1.5M
Net Calls Change
+$649K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$186M
2
LPL Financial
2
LPL Financial
California
$138M
3
Bank of America
3
Bank of America
North Carolina
$425M
4
Wells Fargo
4
Wells Fargo
California
$389M
5
UBS Group
5
UBS Group
Switzerland
$180M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.2M
2
M&T Bank
2
M&T Bank
New York
$142M
3
SIM
3
Sigma Investment Management
Oregon
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
351
Advisory Services Network
Georgia
$15K +$14.4K +320 +2,286%
MDCM
352
Morgan Dempsey Capital Management
Wisconsin
$15K +$15K +324 New
FCCM
353
First City Capital Management
Georgia
$14.3K – – –
KC
354
Kingfisher Capital
North Carolina
$14K +$14K +310 New
ARMC
355
American Research & Management Company
Massachusetts
$13K – – –
TDC
356
Thompson Davis & Co
Virginia
$13K – – –
QAM
357
QCI Asset Management
New York
$13K – – –
ADL
358
Asset Dedication LLC
California
$12K +$12K +266 New
HI
359
Hudock Inc
Pennsylvania
$9K – – –
JIC
360
Joel Isaacson & Co
New York
$9K – – –
SMG
361
Spectrum Management Group
Indiana
$9K +$9K +200 New
DAM
362
Delta Asset Management
Tennessee
$8K – – –
BAM
363
Brave Asset Management
New Jersey
$8K – – –
NC
364
NewSquare Capital
Pennsylvania
$8K +$98 +2 +1%
MP
365
Manifold Partners
California
$7K +$4.33K +94 +162%
PFG
366
Pacific Financial Group
Washington
$6K – – –
GAM
367
Gemmer Asset Management
California
$4K -$2.17K -52 -35%
PSI
368
Pinnacle Summer Investments
Virginia
$2K -$3.96M -95,088 -100%
SIM
369
Sonora Investment Management
Arizona
$2K – – –
CTB
370
Country Trust Bank
Illinois
$1K – – –
Manulife (Manufacturers Life Insurance)
371
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64 +$64 +1,386 New
SIM
372
Sigma Investment Management
Oregon
– -$25.8M -582,924 Closed
BIT
373
BlackRock Institutional Trust
California
– -$3.51M -79,260 Closed
MWM
374
Merriman Wealth Management
Washington
– -$1.5M -33,832 Closed
CCWA
375
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.18M -26,534 Closed
12 13 14
15
16