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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 %
OAM
301
Occidental Asset Management
California
$726K -$57.1K -1,276 -7%
HWM
302
Highwater Wealth Management
Colorado
$720K +$55.3K +1,236 +8%
PL
303
Parthenon LLC
Kentucky
$719K +$26.7K +596 +4%
WF
304
Welch & Forbes
Massachusetts
$716K -$63.4K -1,416 -8%
AWM
305
Avior Wealth Management
Nebraska
$715K -$8.05K -180 -1%
TFCP
306
Twin Focus Capital Partners
Massachusetts
$715K +$358 +8 +0.1%
FT
307
Fiduciary Trust
Massachusetts
$713K – – –
AIA
308
Armor Investment Advisors
North Carolina
$709K +$709K +15,860 New
NGA
309
Naples Global Advisors
Florida
$696K +$71.6K +1,600 +11%
FHB
310
First Hawaiian Bank
Hawaii
$694K – – –
HCIA
311
Hochman Cole Investment Advisors
Illinois
$694K +$358 +8 +0.1%
GA
312
Geneva Advisors
Illinois
$676K +$10.7K +240 +2%
MCM
313
Manchester Capital Management
Vermont
$663K -$55.1K -1,232 -8%
AllianceBernstein
314
AllianceBernstein
Tennessee
$659K -$5.37K -120 -0.8%
GT
315
Greenleaf Trust
Michigan
$659K -$894 -20 -0.1%
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$657K +$657K +14,456 New
RW
317
Rand Wealth
Maryland
$651K -$10.7K -240 -2%
DSC
318
Duncker Streett & Co
Missouri
$647K +$195K +4,352 +43%
MPI
319
Mairs & Power Inc
Minnesota
$646K – – –
HAFS
320
Hapanowicz & Associates Financial Services
Pennsylvania
$640K +$640K +14,068 New
CG
321
Cutler Group
California
$635K +$456K +10,208 +255%
BFO
322
Boston Family Office
Massachusetts
$621K +$16.5K +368 +3%
TG
323
Threshold Group
Washington
$616K – – –
HTC
324
Haverford Trust Company
Pennsylvania
$609K +$107K +2,392 +21%
BKA
325
Brick & Kyle Associates
Pennsylvania
$602K +$35.8K +800 +6%
11 12
13
14 15