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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
+$70.8M
2
Bank of America
Bank of America
North Carolina
+$67.3M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$34M
4
FFA
Fragasso Financial Advisors
Pennsylvania
+$26.5M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$24.5M

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
-$13.9M
2
MIH
Madison Investment Holdings
Wisconsin
-$11.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.76M
4
UBS Group
UBS Group
Switzerland
-$6.03M
5
AssetMark Inc
AssetMark Inc
California
-$5.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
326
Linscomb Wealth
Texas
$593K +$32.7K +732 +6%
IC
327
Iconiq Capital
California
$590K – – –
LBC
328
Lowe Brockenbrough & Co
Virginia
$589K – – –
CB
329
Chemical Bank
Michigan
$587K +$112K +2,500 +24%
TSW
330
Thompson Siegel & Walmsley
Virginia
$574K – – –
CG
331
Caprock Group
Idaho
$572K +$2.51K +56 +0.4%
AF
332
Arrow Financial
New York
$568K +$150K +3,360 +36%
MHS
333
M Holdings Securities
Oregon
$546K -$115K -2,564 -17%
JCM
334
Jag Capital Management
Missouri
$546K – – –
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$539K – – –
FWP
336
FAS Wealth Partners
Kansas
$538K +$34.9K +780 +7%
RPGK
337
Retirement Planning Group (Kansas)
Kansas
$524K +$7.86K +176 +2%
Axa
338
Axa
France
$520K – – –
SNT
339
Security National Trust
West Virginia
$505K – – –
ZCA
340
Zeke Capital Advisors
Pennsylvania
$503K – – –
HSA
341
HBK Sorce Advisory
Pennsylvania
$495K +$58.3K +1,304 +13%
BAC
342
Boys Arnold & Co
North Carolina
$495K +$134K +3,000 +37%
HCMT
343
Highland Capital Management (Tennessee)
Tennessee
$493K – – –
VC
344
Vicus Capital
Pennsylvania
$492K +$8.59K +192 +2%
CIA
345
Choate Investment Advisors
Massachusetts
$479K -$27.9K -624 -6%
RC
346
Rinet Company
Massachusetts
$472K +$1.61K +36 +0.3%
ZF
347
Zhang Financial
Michigan
$467K -$19.5K -428 -4%
HCA
348
Harbour Capital Advisors
Virginia
$466K -$14.3K -320 -3%
KA
349
Klingman & Associates
New York
$465K +$17.9K +400 +4%
SIA
350
Starfire Investment Advisers
Michigan
$461K -$12.5K -280 -3%
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14
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