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iShares Russell Mid-Cap ETF
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Overview Fund Activity

495 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 167 increasing their positions, 178 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
13.23%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.91%
New
30
Increased
167
Reduced
178
Closed
18
Calls
$11.1M
Puts
$5.45M
Net Calls
+$5.69M
Net Calls Change
+$6.94M

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$90.3M
2
Wells Fargo
Wells Fargo
California
+$71.2M
3
AssetMark Inc
AssetMark Inc
California
+$57.5M
4
CCA
Catalyst Capital Advisors
New York
+$30.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$27.5M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$19.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$18.6M
3
CS
Credit Suisse
Switzerland
-$15M
4
DT
Diversified Trust
Tennessee
-$13.9M
5
TCT
TIAA CREF Trust
Missouri
-$9.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Shamrock Asset Management
Texas
$848K +$597K +13,692 +238%
CNAM
252
Campbell Newman Asset Management
Wisconsin
$847K – – –
WP
253
WealthSource Partners
California
$835K -$14.6K -336 -2%
CCM
254
Crossvault Capital Management
Texas
$824K -$34.8K -800 -4%
HH
255
Hilltop Holdings
Texas
$820K +$5.93K +136 +0.7%
SPC
256
Sigma Planning Corp
Michigan
$819K +$121K +2,772 +17%
LIC
257
Lodestar Investment Counsel
Illinois
$818K – – –
RIM
258
Regent Investment Management
Kentucky
$816K -$105K -2,400 -11%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$808K -$19.9M -455,960 -96%
PMFA
260
Plante Moran Financial Advisors
Michigan
$797K +$140K +3,212 +21%
FFS
261
Founders Financial Securities
Maryland
$792K +$25.1K +576 +3%
DWT
262
Dorsey & Whitney Trust
South Dakota
$772K -$72.2K -1,656 -9%
OAM
263
Occidental Asset Management
California
$763K -$427K -9,804 -36%
MMA
264
Miracle Mile Advisors
California
$760K -$102K -2,348 -12%
WF
265
Welch & Forbes
Massachusetts
$759K -$8.72K -200 -1%
CCM
266
Covington Capital Management
California
$755K -$43.6K -1,000 -5%
CCM
267
Catawba Capital Management
Virginia
$749K – – –
MMG
268
Monetary Management Group
Missouri
$739K +$10.5K +240 +1%
WB
269
WesBanco Bank
West Virginia
$722K +$120K +2,760 +20%
1SB
270
1ST Source Bank
Indiana
$713K -$54.9K -1,260 -7%
RWM
271
RKL Wealth Management
Pennsylvania
$713K +$389K +8,928 +120%
AWM
272
Avior Wealth Management
Nebraska
$705K +$9.59K +220 +1%
MCM
273
Manchester Capital Management
Vermont
$700K – – –
TFCP
274
Twin Focus Capital Partners
Massachusetts
$696K +$348 +8 +0.1%
SEI Investments
275
SEI Investments
Pennsylvania
$696K +$373K +8,544 +115%
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