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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 %
SCP
276
Seizert Capital Partners
Michigan
$852K +$230K +5,152 +37%
WI
277
WBI Investments
New Jersey
$843K +$843K +18,864 New
CCM
278
Crossvault Capital Management
Texas
$842K -$3.58K -80 -0.4%
LIC
279
Lodestar Investment Counsel
Illinois
$840K – – –
HH
280
Hilltop Holdings
Texas
$838K -$3.58K -80 -0.4%
RSA
281
Robertson Stephens Advisors
California
$821K +$821K +18,368 New
SPC
282
Sigma Planning Corp
Michigan
$819K -$21.3K -476 -3%
PMFA
283
Plante Moran Financial Advisors
Michigan
$818K – – –
AA
284
Ancora Advisors
Ohio
$813K +$348K +7,792 +75%
CWM
285
Cornerstone Wealth Management
Missouri
$805K -$101K -2,244 -11%
WP
286
WealthSource Partners
California
$796K -$60.8K -1,360 -7%
CFB
287
Cullen/Frost Bankers
Texas
$791K -$146K -3,264 -16%
MMA
288
Miracle Mile Advisors
California
$779K – – –
CCM
289
Covington Capital Management
California
$774K – – –
FNB
290
Farmers National Bank
Kentucky
$770K – – –
WB
291
WesBanco Bank
West Virginia
$770K +$29.5K +660 +4%
CCM
292
Catawba Capital Management
Virginia
$768K – – –
DWT
293
Dorsey & Whitney Trust
South Dakota
$767K -$24.1K -540 -3%
CSM
294
CAMG Solamere Management
North Carolina
$766K +$766K +17,164 New
MMG
295
Monetary Management Group
Missouri
$758K – – –
ACA
296
Anchor Capital Advisors
Massachusetts
$742K +$429K +9,588 +137%
RWM
297
RKL Wealth Management
Pennsylvania
$737K +$4.65K +104 +0.6%
SC
298
Scotia Capital
Ontario, Canada
$737K +$383K +8,552 +108%
1SB
299
1ST Source Bank
Indiana
$732K – – –
WPC
300
White Pine Capital
Minnesota
$729K +$36.7K +820 +5%
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