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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 %
BWP
401
Baldwin Wealth Partners
Massachusetts
$205K – – –
AIM
402
Aspen Investment Management
Michigan
$202K +$202K +4,960 New
VKH
403
Virtu KCG Holdings
New York
$201K -$163K -4,000 -45%
MFBTD
404
MB Financial Bank - Trust Department
Illinois
$195K +$3.91K +96 +2%
ACM
405
Argentus Capital Management
Texas
$186K +$126K +3,092 +211%
M
406
MOTCO
Texas
$174K -$6.19K -152 -3%
First Manhattan
407
First Manhattan
New York
$160K +$25.3K +624 +19%
PIM
408
Parasol Investment Management
Illinois
$153K – – –
BAM
409
Barrett Asset Management
New York
$151K – – –
MI
410
Markston International
New York
$147K – – –
WOC
411
West Oak Capital
California
$147K – – –
DBT
412
Dubuque Bank & Trust
Iowa
$144K – – –
TIM
413
Tortoise Investment Management
New York
$142K – – –
BCP
414
Blue Chip Partners
Michigan
$139K +$650 +16 +0.5%
PCTC
415
Perkins Coie Trust Company
Washington
$138K – – –
JFA
416
JNBA Financial Advisors
Minnesota
$138K – – –
BBHC
417
Brown Brothers Harriman & Co
New York
$130K – – –
SHJ
418
Sharkey, Howes & Javer
Colorado
$128K +$80.4K +1,980 +169%
CFA
419
CT Financial Advisors
Pennsylvania
$121K +$651 +16 +0.5%
LWA
420
Lenox Wealth Advisors
New York
$116K -$42.5K -1,040 -27%
WJA
421
Williams Jones & Associates
New York
$112K +$112K +2,760 New
LWM
422
LBA Wealth Management
Florida
$102K – – –
MOACM
423
Mutual of America Capital Management
New York
$102K +$102K +2,512 New
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$101K -$63.5K -1,560 -39%
CBT
425
Central Bank & Trust
Kentucky
$99K -$36.6K -896 -27%
15 16
17
18 19