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iShares Russell Mid-Cap ETF
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Overview Fund Activity

546 hedge funds and large institutions have $9.74B invested in iShares Russell Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 210 increasing their positions, 141 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
13.67%
Holding in Top 10
45
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+32.35%
% of All Funds
1.13%
New
80
Increased
210
Reduced
141
Closed
23
Calls
$13.6M
Puts
$10M
Net Calls
+$3.63M
Net Calls Change
-$2.06M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.25B
2
Bank of America
Bank of America
North Carolina
$1.14B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$98.9M
4
FFA
Fragasso Financial Advisors
Pennsylvania
$26.5M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$150M

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
$295M
2
MIH
Madison Investment Holdings
Wisconsin
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.41B
4
UBS Group
UBS Group
Switzerland
$279M
5
AssetMark Inc
AssetMark Inc
California
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
226
UBS AM
Illinois
$1.54M – – –
Two Sigma Advisers
227
Two Sigma Advisers
New York
$1.52M +$1.52M +34,000 New
IA
228
IFP Advisors
Florida
$1.5M +$161K +3,608 +12%
SG Americas Securities
229
SG Americas Securities
New York
$1.49M +$1.49M +33,408 New
BTS
230
BB&T Securities
Virginia
$1.48M – – –
Millennium Management
231
Millennium Management
New York
$1.45M +$177K +3,960 +14%
AC
232
Alley Company
Illinois
$1.43M – – –
FCI
233
Financial Counselors Inc
Kansas
$1.41M +$1.41M +31,512 New
AMG
234
Asset Management Group
Connecticut
$1.4M +$97.7K +2,184 +7%
CCP
235
Corient Capital Partners
California
$1.39M +$110K +2,464 +9%
DY
236
Dowling & Yahnke
California
$1.39M – – –
HWP
237
Hefty Wealth Partners
Indiana
$1.37M -$681K -15,236 -33%
CIG
238
Consolidated Investment Group
Colorado
$1.37M – – –
CIA
239
CCM Investment Advisers
South Carolina
$1.34M -$232K -5,200 -15%
IC
240
Intersect Capital
California
$1.34M +$35.1K +784 +3%
CC
241
Courier Capital
New York
$1.33M -$8.76K -196 -0.7%
WT
242
Whittier Trust
California
$1.32M -$911K -20,376 -41%
GHAM
243
Gilman Hill Asset Management
Connecticut
$1.24M +$79.6K +1,780 +7%
AAM
244
Aberdeen Asset Management
United Kingdom
$1.24M -$168K -3,756 -12%
MA
245
MCF Advisors
Kentucky
$1.22M -$365K -8,152 -23%
FPCM
246
Financial Partners Capital Management
New York
$1.2M +$1.2M +26,832 New
MCM
247
MAI Capital Management
Ohio
$1.19M +$491K +10,980 +70%
FHA
248
First Horizon Advisors
Tennessee
$1.16M – – –
EFSCE
249
Enterprise Financial Services Corp (EFSC)
Missouri
$1.12M +$5.01K +112 +0.5%
SAM
250
Shamrock Asset Management
Texas
$1.11M +$238K +5,316 +27%
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