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

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$808K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$22.4M
3
CS
3
Credit Suisse
Switzerland
$0
4
DT
4
Diversified Trust
Tennessee
$383K
5
TCT
5
TIAA CREF Trust
Missouri
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$57.5M +$57.5M +1,318,312 New
JFG
27
JMG Financial Group
Illinois
$51.1M +$1.13M +25,872 +2%
CTB
28
Country Trust Bank
Illinois
$49.1M +$193K +4,424 +0.4%
CBU
29
CIBC Bank USA
Illinois
$47.8M +$5.79M +132,764 +14%
MA
30
MUFG Americas
New York
$44.1M -$1.1M -25,348 -2%
WT
31
Washington Trust
Rhode Island
$43.9M +$1.56M +35,836 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$42.5M +$335K +7,676 +0.8%
BWM
33
Baystate Wealth Management
Massachusetts
$38.1M -$112K -2,580 -0.3%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$38.1M -$2.04M -46,828 -5%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$37.6M -$113K -2,592 -0.3%
GLI
36
Guardian Life Insurance
New York
$36.6M – – –
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$32.4M -$810K -18,584 -2%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$32.1M +$2.31M +52,972 +8%
UB
39
UMB Bank
Missouri
$31.7M +$6.5M +149,160 +26%
FTIOP
40
Fiduciary Trust International of Pennsylvania
Pennsylvania
$30.9M +$399K +9,156 +1%
CCA
41
Catalyst Capital Advisors
New York
$30.5M +$30.5M +699,660 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$29.9M +$3.49K +80 +0%
WSTAM
43
Wilbanks Smith & Thomas Asset Management
Virginia
$29.7M -$221K -5,076 -0.7%
SI
44
Stephens Inc
Arkansas
$28.8M -$4.26M -97,764 -13%
DC
45
Deere & Company
Illinois
$28.6M -$8.04M -184,392 -22%
JIC
46
Johnson Investment Counsel
Ohio
$26.7M -$87.3K -2,004 -0.3%
CAN
47
Cetera Advisor Networks
California
$25.6M +$5.41M +124,248 +27%
HFS
48
HL Financial Services
Kentucky
$23.6M +$1.79M +41,160 +8%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$22.4M -$18.6M -427,740 -45%
TFA
50
Transamerica Financial Advisors
Florida
$22.2M -$4.26M -97,660 -16%
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