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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 %
HIMC
251
Heritage Investors Management Corp
Maryland
$1.1M +$23.4K +524 +2%
CWM
252
Concert Wealth Management
California
$1.09M -$195K -4,368 -15%
FC
253
FCA Corp
Texas
$1.09M -$6.62K -148 -0.6%
RMDI
254
R.M. Davis Inc
Maine
$1.07M +$7.69K +172 +0.7%
PPA
255
Parametric Portfolio Associates
Washington
$1.03M +$670K +14,976 +187%
NPC
256
National Planning Corporation
California
$1.02M -$793K -17,316 -44%
KM
257
Kalos Management
Georgia
$1.02M -$72.8K -1,628 -7%
AC
258
Abbrea Capital
California
$1.01M +$1.01M +22,672 New
YWP
259
YorkBridge Wealth Partners
New York
$995K +$995K +22,208 New
JG
260
Jefferies Group
New York
$986K +$894 +20 +0.1%
BG
261
Bahl & Gaynor
Ohio
$973K – – –
OCM
262
One Capital Management
California
$957K +$2.5K +56 +0.3%
WPC
263
Waters Parkerson & Co
Louisiana
$927K -$31.5K -704 -3%
CAM
264
Carret Asset Management
New York
$927K -$3.58K -80 -0.4%
CL
265
CIM LLC
New York
$909K +$258K +5,764 +40%
NFG
266
Next Financial Group
Texas
$908K -$17.7K -396 -2%
FFS
267
Founders Financial Securities
Maryland
$907K +$94.6K +2,116 +12%
EWM
268
Evercore Wealth Management
New York
$894K -$13.6K -304 -1%
S
269
SignatureFD
Georgia
$888K -$241K -5,380 -21%
MBT
270
Monroe Bank & Trust
Michigan
$887K -$35.8K -800 -4%
EVM
271
Eaton Vance Management
Massachusetts
$882K +$10K +224 +1%
MC
272
Mathes Company
New York
$881K -$17.9K -400 -2%
RG
273
Rikoon Group
New Mexico
$879K +$366K +7,844 +71%
CNAM
274
Campbell Newman Asset Management
Wisconsin
$869K – – –
RCAG
275
Rehmann Capital Advisory Group
Michigan
$858K +$858K +19,184 New
9 10
11
12 13