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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

355 hedge funds and large institutions have $4.02B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 131 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-15
Holders Change %
-4.05%
% of All Funds
9.47%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
36
Increased
105
Reduced
131
Closed
46
Calls
$934K
Puts
$378K
Net Calls
+$556K
Net Calls Change
-$944K

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$307M
2
SI
2
Stephens Inc
Arkansas
$75.8M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$35.2M
4
NFG
4
Noven Financial Group
Colorado
$14.8M
5
CS
5
Credit Suisse
Switzerland
$14.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$335M
2
Morgan Stanley
2
Morgan Stanley
New York
$253M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$79.2M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$72.5M
5
UBS Group
5
UBS Group
Switzerland
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
201
FineMark National Bank & Trust
Florida
$438K +$12K +260 +3%
NFG
202
Nations Financial Group
Iowa
$437K +$553 +12 +0.1%
VF
203
Virtu Financial
New York
$437K +$155K +3,364 +55%
SI
204
SII Investments
Wisconsin
$423K -$5.12K -112 -1%
AL
205
Aspiriant LLC
California
$423K +$423K +9,188 New
FTIOP
206
Fiduciary Trust International of Pennsylvania
Pennsylvania
$422K -$167K -3,620 -28%
CWM
207
Confluence Wealth Management
Oregon
$410K +$125K +2,722 +44%
RIA
208
Regal Investment Advisors
Michigan
$408K +$408K +8,848 New
JWBC
209
J.W. Burns & Co
New York
$389K – – –
AAM
210
Autus Asset Management
Arizona
$386K -$14.6K -318 -4%
FAAS
211
First Allied Advisory Services
California
$385K -$22.9K -496 -6%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$382K -$365K -7,918 -49%
MM
213
Meridian Management
Arkansas
$382K – – –
MCWS
214
McKinley Carter Wealth Services
West Virginia
$382K +$382K +8,282 New
PSUF
215
People's United Financial
Connecticut
$375K +$8.57K +186 +2%
ICAS
216
Investors Capital Advisory Services
Massachusetts
$374K -$194K -4,214 -34%
HWA
217
Heritage Wealth Advisors
Virginia
$370K – – –
CCM
218
Cohen Capital Management
California
$363K – – –
MCM
219
MAI Capital Management
Ohio
$360K +$1.2K +26 +0.3%
SFSIG
220
San Francisco Sentry Investment Group
California
$358K +$2.76K +60 +0.8%
TSS
221
Two Sigma Securities
New York
$349K +$349K +7,566 New
WDL
222
Well Done LLC
Michigan
$348K -$4.15M -89,930 -92%
CWM
223
Cornerstone Wealth Management
Missouri
$348K +$348K +5,216 New
MIH
224
Madison Investment Holdings
Wisconsin
$343K – – –
GIM
225
Goelzer Investment Management
Indiana
$342K +$8.12K +176 +2%
7 8
9
10 11