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iShares Russell Mid-Cap ETF
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Overview Fund Activity

476 hedge funds and large institutions have $8.35B invested in iShares Russell Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 196 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-16
Holders Change %
-3.25%
% of All Funds
12.7%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.96%
New
33
Increased
142
Reduced
196
Closed
43
Calls
$13.1M
Puts
$7.66M
Net Calls
+$5.43M
Net Calls Change
+$955K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$112M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$23.8M
3
CTB
Country Trust Bank
Illinois
$48.2M
4
SB
Suntrust Banks
Georgia
$105M
5
JFG
JMG Financial Group
Illinois
$48.3M

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
$293M
2
CS
Credit Suisse
Switzerland
$2.76M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
4
Bank of America
Bank of America
North Carolina
$983M
5
FEG
Fund Evaluation Group
Ohio
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
251
Eaton Vance Management
Massachusetts
$762K +$163 +4 +0%
CFB
252
Cullen/Frost Bankers
Texas
$748K -$168K -4,128 -18%
CCM
253
Covington Capital Management
California
$746K -$5.21K -128 -0.7%
GLRA
254
Gerald L. Ray & Associates
Texas
$731K – – –
AllianceBernstein
255
AllianceBernstein
Tennessee
$731K +$56K +1,376 +8%
FAAS
256
First Allied Advisory Services
California
$725K +$108K +2,620 +17%
LIC
257
Lodestar Investment Counsel
Illinois
$724K +$12.2K +300 +2%
WF
258
Welch & Forbes
Massachusetts
$718K -$222K -5,456 -24%
Bessemer Group
259
Bessemer Group
New Jersey
$706K -$635K -15,616 -47%
FNB
260
Farmers National Bank
Kentucky
$705K +$196K +4,800 +38%
FFS
261
Founders Financial Securities
Maryland
$701K +$2.28K +56 +0.3%
CCM
262
Catawba Capital Management
Virginia
$700K – – –
WPC
263
White Pine Capital
Minnesota
$700K +$48.1K +1,180 +7%
1SB
264
1ST Source Bank
Indiana
$698K – – –
CPSAC
265
Chas P. Smith & Associates (CPS)
Florida
$698K +$309K +7,580 +79%
DWT
266
Dorsey & Whitney Trust
South Dakota
$691K +$26.9K +660 +4%
S
267
SignatureFD
Georgia
$679K -$140K -3,428 -17%
MPI
268
Mairs & Power Inc
Minnesota
$655K -$92.9K -2,280 -12%
MCM
269
Manchester Capital Management
Vermont
$654K – – –
SPC
270
Sigma Planning Corp
Michigan
$651K -$8.15K -200 -1%
FT
271
Fiduciary Trust
Massachusetts
$650K -$12.7K -312 -2%
FDCC
272
Foster Dykema Cabot & Co
Massachusetts
$644K – – –
MMG
273
Monetary Management Group
Missouri
$641K +$62.7K +1,540 +11%
MCM
274
MAI Capital Management
Ohio
$635K – – –
PL
275
Parthenon LLC
Kentucky
$634K +$79.1K +1,940 +14%
9 10
11
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