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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
+$31.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$20.4M
3
CTB
Country Trust Bank
Illinois
+$16.5M
4
SB
Suntrust Banks
Georgia
+$16.1M
5
JFG
JMG Financial Group
Illinois
+$9.6M

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
-$320M
2
CS
Credit Suisse
Switzerland
-$282M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$243M
4
Bank of America
Bank of America
North Carolina
-$118M
5
FEG
Fund Evaluation Group
Ohio
-$83M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
351
Bouchey Financial Group
New York
$330K -$7.33K -180 -2%
FFBTD
352
First Financial Bank - Trust Division
Ohio
$329K – – –
UBWV
353
United Bank (West Virginia)
West Virginia
$328K – – –
EAMA
354
EFG Asset Management (Americas)
Florida
$327K +$327K +8,424 New
AWM
355
Altavista Wealth Management
North Carolina
$326K – – –
ACA
356
Anchor Capital Advisors
Massachusetts
$325K -$8.42M -207,004 -96%
RP
357
Riverbridge Partners
Minnesota
$325K – – –
AF
358
Arrow Financial
New York
$325K +$242K +5,940 +291%
CBB
359
Citizens Business Bank
California
$318K -$78.8K -1,932 -20%
ZIM
360
Zacks Investment Management
Illinois
$315K -$5.3M -130,052 -94%
OC
361
Oppenheimer & Co
New York
$311K -$63.4K -1,556 -17%
CIBC World Market
362
CIBC World Market
Ontario, Canada
$310K – – –
AC
363
Alexandria Capital
Virginia
$303K -$81.5K -2,000 -21%
CIM
364
Cetera Investment Management
California
$298K -$1.64K -40 -0.5%
AB
365
Atlas Brown
Kentucky
$297K – – –
PO
366
Private Ocean
California
$294K -$84K -2,064 -22%
TNB
367
Thomasville National Bank
Georgia
$293K – – –
WI
368
Wedgewood Investors
Pennsylvania
$286K – – –
BSW
369
Buckingham Strategic Wealth
Missouri
$283K +$283K +6,944 New
BCI
370
Brinker Capital Investments
Pennsylvania
$281K -$136K -3,340 -33%
MIM
371
Midwest Investment Management
Ohio
$276K – – –
UR
372
USCA RIA
Texas
$272K – – –
LDB
373
Lee, Danner & Bass
Tennessee
$271K -$11K -264 -4%
FNBTCON
374
First National Bank & Trust Co of Newtown
Pennsylvania
$266K – – –
OC
375
Oakworth Capital
Alabama
$265K – – –
13 14
15
16 17