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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 %
VDI
401
Vaughan David Investments
Illinois
$312K – – –
OC
402
Oppenheimer & Co
New York
$308K -$1.43K -32 -0.5%
KIA
403
KCM Investment Advisors
California
$304K – – –
EWA
404
EP Wealth Advisors
California
$303K +$17.4K +388 +6%
CONA
405
Capital One National Association
New York
$301K -$43.4K -972 -13%
RP
406
Riverbridge Partners
Minnesota
$300K -$3.57K -80 -1%
BW
407
Bison Wealth
Georgia
$300K +$11.3K +252 +4%
IAA
408
Ironsides Asset Advisors
North Carolina
$297K – – –
SBL
409
Sargent Bickham Lagudis
Colorado
$297K +$81K +1,812 +37%
NA
410
NewEdge Advisors
Louisiana
$297K +$297K +6,532 New
UR
411
USCA RIA
Texas
$295K – – –
ATC
412
Argent Trust Co
Tennessee
$294K +$15.9K +356 +6%
AMCA
413
Arthur M. Cohen & Associates
Illinois
$294K +$294K +6,572 New
FNBTCON
414
First National Bank & Trust Co of Newtown
Pennsylvania
$292K – – –
FLPIM
415
F.L. Putnam Investment Management
Massachusetts
$292K +$62.9K +1,404 +27%
WI
416
Wedgewood Investors
Pennsylvania
$291K – – –
LDB
417
Lee, Danner & Bass
Tennessee
$285K -$895 -20 -0.3%
WAM
418
Wealthspire Advisors (Maryland)
Maryland
$285K – – –
TI
419
Truepoint Inc
Ohio
$284K -$43.6K -944 -13%
BWFM
420
Bridgewater Wealth & Financial Management
Maryland
$283K -$42K -940 -13%
AB
421
Atlas Brown
Kentucky
$282K – – –
NFG
422
Nations Financial Group
Iowa
$281K – – –
RVM
423
Robinson Value Management
Texas
$281K +$281K +6,292 New
MCA
424
Mercer Capital Advisers
New Jersey
$280K – – –
WJA
425
Williams Jones & Associates
New York
$278K – – –
15 16
17
18 19