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iShares Russell Mid-Cap ETF
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Overview Fund Activity

490 hedge funds and large institutions have $8.4B invested in iShares Russell Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 179 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+14
Holders Change %
+2.94%
% of All Funds
13.09%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.86%
New
40
Increased
145
Reduced
179
Closed
20
Calls
$12.4M
Puts
$13.7M
Net Calls
-$1.25M
Net Calls Change
-$6.68M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$77.3M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$22.3M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.9M
4
CS
Credit Suisse
Switzerland
+$12.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.84M

Top Sellers

1
LPL Financial
LPL Financial
California
-$152M
2
Citigroup
Citigroup
New York
-$50.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$23.8M
4
Bank of America
Bank of America
North Carolina
-$22.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BKA
301
Brick & Kyle Associates
Pennsylvania
$527K -$50.4K -1,200 -9%
LW
302
Linscomb Wealth
Texas
$527K – – –
JCM
303
Jag Capital Management
Missouri
$513K – – –
MOACM
304
Mutual of America Capital Management
New York
$512K +$406K +9,676 +385%
Axa
305
Axa
France
$489K – – –
SNT
306
Security National Trust
West Virginia
$475K -$20K -476 -4%
ZCA
307
Zeke Capital Advisors
Pennsylvania
$473K – – –
HCMT
308
Highland Capital Management (Tennessee)
Tennessee
$471K -$18K -428 -4%
CIA
309
Choate Investment Advisors
Massachusetts
$453K -$3.36K -80 -0.7%
HCA
310
Harbour Capital Advisors
Virginia
$452K -$8.42K -200 -2%
CB
311
Chemical Bank
Michigan
$451K – – –
RC
312
Rinet Company
Massachusetts
$450K – – –
SIA
313
Starfire Investment Advisers
Michigan
$445K +$5.21K +124 +1%
KCM
314
Kanawha Capital Management
Virginia
$444K – – –
AA
315
Ancora Advisors
Ohio
$441K – – –
ST
316
Smithfield Trust
Pennsylvania
$439K -$5.89K -140 -1%
VC
317
Vicus Capital
Pennsylvania
$436K +$69.6K +1,656 +19%
ZF
318
Zhang Financial
Michigan
$430K – – –
HCM
319
HM Capital Management
Missouri
$428K – – –
FWP
320
FAS Wealth Partners
Kansas
$428K – – –
HTC
321
Haverford Trust Company
Pennsylvania
$425K -$203K -4,820 -32%
DSC
322
Duncker Streett & Co
Missouri
$424K – – –
KA
323
Klingman & Associates
New York
$421K – – –
CPIG
324
Chicago Partners Investment Group
Illinois
$412K – – –
SWPG
325
Strategic Wealth Partners Group
Illinois
$409K +$409K +9,736 New
11 12
13
14 15