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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 %
GA
476
Glenhill Advisors
New York
– -$34.7M -866,524 Closed
FBFS
477
First Business Financial Services
Wisconsin
– -$16.4M -409,308 Closed
RJFSA
478
Raymond James Financial Services Advisors
Florida
– -$14.9M -372,688 Closed
PCM
479
Penn Capital Management
Pennsylvania
– -$10M -250,664 Closed
RP
480
Reinhart Partners
Wisconsin
– -$9.07M -226,440 Closed
FWCM
481
First Western Capital Management
California
– -$4.1M -102,424 Closed
Principal Financial Group
482
Principal Financial Group
Iowa
– -$3.68M -91,992 Closed
FC
483
Fairpointe Capital
Illinois
– -$2.99M -74,616 Closed
C
484
CFO4Life
Texas
– -$2.62M -65,460 Closed
CM
485
Churchill Management
California
– -$2.07M -51,680 Closed
SS
486
Simplicity Solutions
Minnesota
– -$2.02M -50,332 Closed
IPC
487
Independent Portfolio Consultants
Florida
– -$1.92M -47,860 Closed
SCM
488
Sterling Capital Management
North Carolina
– -$1.77M -44,212 Closed
EAM
489
Eagle Asset Management
Florida
– -$1.72M -42,888 Closed
CC
490
Curian Capital
Colorado
– -$1.31M -32,816 Closed
Invesco
491
Invesco
Georgia
– -$850K -21,220 Closed
ClearBridge Investments
492
ClearBridge Investments
New York
– -$745K -18,596 Closed
CG
493
Corundum Group
Colorado
– -$629K -16,816 Closed
Two Sigma Advisers
494
Two Sigma Advisers
New York
– -$625K -15,600 Closed
CFG
495
CKW Financial Group
Hawaii
– -$457K -11,400 Closed
P
496
Pitcairn
Pennsylvania
– -$422K -10,528 Closed
AIA
497
Affinity Investment Advisors
California
– -$394K -9,820 Closed
EARNEST Partners
498
EARNEST Partners
Georgia
– -$270K -6,752 Closed
ACM
499
Atlanta Capital Management
Georgia
– -$239K -5,960 Closed
OCM
500
Oakwood Capital Management
California
– -$229K -5,720 Closed
17 18 19
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