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iShares Russell Mid-Cap ETF
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Overview Fund Activity

476 hedge funds and large institutions have $8.35B invested in iShares Russell Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 196 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-16
Holders Change %
-3.25%
% of All Funds
12.7%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.96%
New
33
Increased
142
Reduced
196
Closed
43
Calls
$13.1M
Puts
$7.66M
Net Calls
+$5.43M
Net Calls Change
+$955K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$112M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$23.8M
3
CTB
Country Trust Bank
Illinois
$48.2M
4
SB
Suntrust Banks
Georgia
$105M
5
JFG
JMG Financial Group
Illinois
$48.3M

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
$293M
2
CS
Credit Suisse
Switzerland
$2.76M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
4
Bank of America
Bank of America
North Carolina
$983M
5
FEG
Fund Evaluation Group
Ohio
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
326
Zhang Financial
Michigan
$416K +$651 +16 +0.2%
FWP
327
FAS Wealth Partners
Kansas
$415K -$56.2K -1,380 -12%
DSC
328
Duncker Streett & Co
Missouri
$411K +$2.12K +52 +0.5%
KA
329
Klingman & Associates
New York
$407K – – –
CPIG
330
Chicago Partners Investment Group
Illinois
$399K +$24.1K +592 +6%
TSWM
331
Triangle Securities Wealth Management
North Carolina
$394K +$394K +9,676 New
BPCE
332
Bank Pictet & Cie (Europe)
Germany
$389K – – –
HSA
333
HBK Sorce Advisory
Pennsylvania
$384K -$56K -1,376 -13%
NSIM
334
North Star Investment Management
Illinois
$381K – – –
LP
335
LGL Partners
Pennsylvania
$375K +$1.79K +44 +0.5%
BWFM
336
Bridgewater Wealth & Financial Management
Maryland
$372K – – –
WCM
337
Windsor Capital Management
Arizona
$367K -$37.3K -916 -9%
Chevy Chase Trust
338
Chevy Chase Trust
Maryland
$366K +$366K +8,996 New
EWA
339
EP Wealth Advisors
California
$364K +$364K +8,944 New
WA
340
Waverly Advisors
Alabama
$358K +$1.31K +32 +0.4%
VC
341
Vicus Capital
Pennsylvania
$355K +$3.26K +80 +0.9%
MCM
342
Maple Capital Management
Vermont
$349K -$3.26K -80 -0.9%
FWM
343
Frontier Wealth Management
Missouri
$349K +$12.2K +300 +4%
PGIM
344
Pacific Global Investment Management
California
$346K – – –
OSNBOA
345
Old Second National Bank of Aurora
Illinois
$340K – – –
PPA
346
Parametric Portfolio Associates
Washington
$337K -$1.47M -35,968 -81%
CCFCSB
347
Cape Cod Five Cents Savings Bank
Massachusetts
$337K +$21.7K +532 +7%
SMC
348
Smith, Moore & Co
Missouri
$336K – – –
SEI Investments
349
SEI Investments
Pennsylvania
$333K +$18.5K +456 +6%
NFG
350
Next Financial Group
Texas
$332K +$69.7K +1,716 +27%
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