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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
$104M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$39.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$16.9M
4
CS
Credit Suisse
Switzerland
$15M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$60.1M

Top Sellers

1
LPL Financial
LPL Financial
California
$1.3M
2
Citigroup
Citigroup
New York
$11.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Bank of America
Bank of America
North Carolina
$992M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
351
Parametric Portfolio Associates
Washington
$337K -$10.8K -256 -3%
AWM
352
Altavista Wealth Management
North Carolina
$336K – – –
RP
353
Riverbridge Partners
Minnesota
$335K – – –
SC
354
Scotia Capital
Ontario, Canada
$333K -$202K -4,800 -38%
NFG
355
Next Financial Group
Texas
$331K -$12.4K -296 -4%
CBB
356
Citizens Business Bank
California
$328K – – –
CCG
357
Cypress Capital Group
Florida
$325K -$189K -4,500 -37%
ACM
358
Argentus Capital Management
Texas
$322K +$130K +3,092 +68%
CIBC World Market
359
CIBC World Market
Ontario, Canada
$320K – – –
FAT
360
First American Trust
California
$319K -$172K -4,100 -35%
SMC
361
Smith, Moore & Co
Missouri
$318K -$29.5K -700 -8%
RWM
362
RKL Wealth Management
Pennsylvania
$317K +$317K +7,444 New
SEI Investments
363
SEI Investments
Pennsylvania
$312K -$32.5K -772 -9%
ACA
364
Anchor Capital Advisors
Massachusetts
$311K -$24.5K -584 -7%
BWFM
365
Bridgewater Wealth & Financial Management
Maryland
$306K -$78.1K -1,856 -20%
PO
366
Private Ocean
California
$304K – – –
TNB
367
Thomasville National Bank
Georgia
$303K – – –
AC
368
Alexandria Capital
Virginia
$300K -$13.1K -312 -4%
WI
369
Wedgewood Investors
Pennsylvania
$295K – – –
MIM
370
Midwest Investment Management
Ohio
$285K – – –
AB
371
Atlas Brown
Kentucky
$282K -$24.9K -592 -8%
UR
372
USCA RIA
Texas
$280K -$840 -20 -0.3%
IAA
373
Ironsides Asset Advisors
North Carolina
$279K -$346K -8,228 -55%
Chevy Chase Trust
374
Chevy Chase Trust
Maryland
$279K -$99.5K -2,364 -26%
LNC
375
Lincoln National Corp
Pennsylvania
$277K -$280K -6,648 -50%
13 14
15
16 17