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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
1
Wells Fargo
California
$1.25B
2
Bank of America
2
Bank of America
North Carolina
$1.14B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$98.9M
4
FFA
4
Fragasso Financial Advisors
Pennsylvania
$26.5M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$150M

Top Sellers

1
TCT
1
TIAA CREF Trust
Missouri
$295M
2
MIH
2
Madison Investment Holdings
Wisconsin
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.41B
4
UBS Group
4
UBS Group
Switzerland
$279M
5
AssetMark Inc
5
AssetMark Inc
California
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
26
JMG Financial Group
Illinois
$55.4M +$3.01M +67,256 +6%
CBU
27
CIBC Bank USA
Illinois
$55.1M +$6M +134,092 +12%
CCA
28
Catalyst Capital Advisors
New York
$53.7M +$22.4M +500,340 +72%
MRC
29
Millburn Ridgefield Corp
New York
$53.7M +$53.7M +1,200,000 New
AssetMark Inc
30
AssetMark Inc
California
$53M -$5.92M -132,412 -10%
CTB
31
Country Trust Bank
Illinois
$52M +$1.64M +36,708 +3%
WT
32
Washington Trust
Rhode Island
$46.6M +$1.53M +34,128 +3%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$44.3M +$11.4M +255,868 +35%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$42.7M -$950K -21,244 -2%
MA
35
MUFG Americas
New York
$42M -$3.29M -73,584 -7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$40.9M +$2.3M +51,444 +6%
BWM
37
Baystate Wealth Management
Massachusetts
$39.5M -$485K -10,620 -1%
RGIA
38
Rainier Group Investment Advisory
Washington
$37.6M +$37.6M +841,428 New
GLI
39
Guardian Life Insurance
New York
$37.5M – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$37.4M -$1.7M -38,024 -4%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$35.4M +$4.73M +105,692 +15%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$35.4M +$2.15M +48,160 +6%
UB
43
UMB Bank
Missouri
$34.1M +$1.53M +34,260 +5%
FTIOP
44
Fiduciary Trust International of Pennsylvania
Pennsylvania
$32.9M +$1.18M +26,364 +4%
WSTAM
45
Wilbanks Smith & Thomas Asset Management
Virginia
$30.2M -$290K -6,476 -0.9%
SI
46
Stephens Inc
Arkansas
$29.6M +$123K +2,740 +0.4%
JIC
47
Johnson Investment Counsel
Ohio
$27.6M +$243K +5,428 +0.9%
DC
48
Deere & Company
Illinois
$27.4M -$2.02M -45,200 -7%
FFA
49
Fragasso Financial Advisors
Pennsylvania
$26.5M +$26.5M +593,300 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$24.8M +$1.84M +41,200 +8%
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