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iShares Russell Mid-Cap ETF
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Overview Fund Activity

495 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 167 increasing their positions, 178 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
13.23%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.91%
New
30
Increased
167
Reduced
178
Closed
18
Calls
$11.1M
Puts
$5.45M
Net Calls
+$5.69M
Net Calls Change
+$6.94M

Top Buyers

1
HNB
Huntington National Bank
Ohio
$90.3M
2
Wells Fargo
Wells Fargo
California
$1.15B
3
AssetMark Inc
AssetMark Inc
California
$57.5M
4
CCA
Catalyst Capital Advisors
New York
$30.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$63.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$808K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$22.4M
3
CS
Credit Suisse
Switzerland
$0
4
DT
Diversified Trust
Tennessee
$383K
5
TCT
TIAA CREF Trust
Missouri
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
351
Cypress Capital Group
Florida
$337K – – –
CONA
352
Capital One National Association
New York
$336K -$677K -15,540 -67%
FAT
353
First American Trust
California
$332K +$1.05K +24 +0.3%
CIBC World Market
354
CIBC World Market
Ontario, Canada
$331K – – –
SMC
355
Smith, Moore & Co
Missouri
$329K – – –
CGL
356
Clarius Group LLC
Washington
$325K +$325K +7,452 New
BB
357
Busey Bank
Illinois
$320K -$63.7K -1,460 -17%
BWFM
358
Bridgewater Wealth & Financial Management
Maryland
$317K – – –
CAPTRUST Financial Advisors
359
CAPTRUST Financial Advisors
North Carolina
$316K -$1.75M -41,568 -85%
PO
360
Private Ocean
California
$316K +$1.39K +32 +0.4%
TNB
361
Thomasville National Bank
Georgia
$314K – – –
ACM
362
Argentus Capital Management
Texas
$313K -$20.8K -476 -6%
SS
363
Simplicity Solutions
Minnesota
$312K +$99.5K +2,284 +47%
AC
364
Alexandria Capital
Virginia
$311K +$175 +4 +0.1%
TI
365
Truepoint Inc
Ohio
$309K -$255K -5,856 -45%
ACA
366
Anchor Capital Advisors
Massachusetts
$305K -$17.6K -404 -5%
WP
367
WMS Partners
Maryland
$305K +$305K +7,000 New
VDI
368
Vaughan David Investments
Illinois
$304K +$304K +6,984 New
OC
369
Oppenheimer & Co
New York
$302K +$37.2K +852 +14%
RP
370
Riverbridge Partners
Minnesota
$296K -$51.4K -1,180 -15%
KIA
371
KCM Investment Advisors
California
$296K +$15.5K +356 +6%
CPSAC
372
Chas P. Smith & Associates (CPS)
Florida
$293K +$293K +6,876 New
IAA
373
Ironsides Asset Advisors
North Carolina
$289K – – –
UR
374
USCA RIA
Texas
$287K -$3.14K -72 -1%
LNC
375
Lincoln National Corp
Pennsylvania
$287K +$348 +8 +0.1%
13 14
15
16 17