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iShares Russell Mid-Cap ETF
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Overview Fund Activity

490 hedge funds and large institutions have $8.4B invested in iShares Russell Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 179 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+14
Holders Change %
+2.94%
% of All Funds
13.09%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.86%
New
40
Increased
145
Reduced
179
Closed
20
Calls
$12.4M
Puts
$13.7M
Net Calls
-$1.25M
Net Calls Change
-$6.68M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$104M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$39.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16.9M
4
CS
4
Credit Suisse
Switzerland
$15M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.3M
2
Citigroup
2
Citigroup
New York
$11.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$992M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
226
Waters Parkerson & Co
Louisiana
$1.03M +$96.9K +2,304 +10%
FHA
227
First Horizon Advisors
Tennessee
$1.03M -$421K -10,004 -29%
GHAM
228
Gilman Hill Asset Management
Connecticut
$1.02M +$160K +3,800 +19%
RMDI
229
R.M. Davis Inc
Maine
$1.02M -$23.4K -556 -2%
HIMC
230
Heritage Investors Management Corp
Maryland
$1.01M – – –
VFS
231
VSR Financial Services
Kansas
$1M -$17.8M -423,352 -95%
S
232
SignatureFD
Georgia
$997K +$296K +7,036 +42%
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$990K +$990K +23,544 New
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$989K +$53.9K +1,268 +6%
CFB
235
Cullen/Frost Bankers
Texas
$984K +$212K +5,032 +27%
CONA
236
Capital One National Association
New York
$977K +$117K +2,788 +14%
RhumbLine Advisers
237
RhumbLine Advisers
Massachusetts
$976K -$1.43M -34,120 -60%
SB
238
Simmons Bank
Arkansas
$961K – – –
MBT
239
Monroe Bank & Trust
Michigan
$947K -$89.2K -2,120 -9%
JG
240
Jefferies Group
New York
$925K +$1.51K +36 +0.2%
Schroder Investment Management Group
241
Schroder Investment Management Group
United Kingdom
$908K +$908K +21,600 New
BG
242
Bahl & Gaynor
Ohio
$903K -$45.1K -1,072 -5%
I
243
IberiaBank
Louisiana
$897K +$56.5K +1,344 +7%
RIM
244
Regent Investment Management
Kentucky
$888K +$39.8K +948 +5%
CAM
245
Carret Asset Management
New York
$878K -$84.1K -2,000 -9%
EWM
246
Evercore Wealth Management
New York
$857K -$501K -11,920 -37%
MMA
247
Miracle Mile Advisors
California
$854K -$1.32M -30,552 -61%
MC
248
Mathes Company
New York
$854K – – –
CCM
249
Crossvault Capital Management
Texas
$829K -$29.4K -700 -3%
WP
250
WealthSource Partners
California
$820K -$30.3K -720 -4%
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