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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 %
SAM
426
Solaris Asset Management
New York
$98K – – –
TCOV
427
Trust Company of Vermont
Vermont
$98K – – –
VIA
428
Vantage Investment Advisors
Pennsylvania
$97K +$811 +20 +0.8%
DSN
429
D. Scott Neal
Kentucky
$94K – – –
OFS
430
Orrstown Financial Services
Pennsylvania
$89K -$1.84M -45,052 -95%
Manulife (Manufacturers Life Insurance)
431
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89K +$5.52K +136 +7%
JIC
432
Joel Isaacson & Co
New York
$89K +$15.8K +388 +22%
CC
433
Cassaday & Co
Virginia
$87K – – –
FNBSF
434
First National Bank Sioux Falls
South Dakota
$85K – – –
HI
435
Hudock Inc
Pennsylvania
$84K – – –
HFA
436
High Falls Advisors
New York
$83K -$3.26K -80 -4%
BG
437
Bollard Group
Massachusetts
$83K +$326 +8 +0.4%
RFA
438
Reilly Financial Advisors
California
$77K – – –
CAL
439
Capital Advisors Ltd
Ohio
$77K – – –
IWM
440
Integrated Wealth Management
California
$75K +$48.7K +1,200 +185%
WRM
441
Westport Resources Management
Connecticut
$72K – – –
AIM
442
Advantage Investment Management
Iowa
$71K +$41.9K +1,032 +144%
IF
443
Ironwood Financial
Arizona
$70K +$70K +2,124 New
CFA
444
Carroll Financial Associates
North Carolina
$69K – – –
Parallax Volatility Advisers
445
Parallax Volatility Advisers
California
$66K +$65.8K +1,620 +40,500%
CDIA
446
Capital Directions Investment Advisors
Georgia
$64K – – –
JAM
447
Jolley Asset Management
North Carolina
$61K – – –
AF
448
Allworth Financial
California
$59K – – –
BlackRock
449
BlackRock
New York
$51K – – –
FIB
450
First Interstate Bank
Montana
$49K – – –
16 17
18
19 20