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

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$808K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$22.4M
3
CS
Credit Suisse
Switzerland
$0
4
DT
Diversified Trust
Tennessee
$383K
5
TCT
TIAA CREF Trust
Missouri
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
476
Ledyard National Bank
$17K – – –
AIM
477
Anchor Investment Management
South Carolina
$13.1K – – –
ARMC
478
American Research & Management Company
Massachusetts
$13K – – –
HCC
479
Hirtle Callaghan & Co
Pennsylvania
$12K – – –
EWM
480
Endurance Wealth Management
Rhode Island
$12K – – –
FPB
481
First PREMIER Bank
South Dakota
$11K +$11K +260 New
CCM
482
Cribstone Capital Management
Maine
$10K – – –
VCM
483
Versant Capital Management
Arizona
$10K – – –
MRCM
484
M&R Capital Management
New Jersey
$8K – – –
MIM
485
Macroview Investment Management
Maryland
$8K +$8K +176 New
Victory Capital Management
486
Victory Capital Management
Texas
$4K -$380K -8,740 -99%
LWCFA
487
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K -$5.67K -136 -59%
CAL
488
Capital Analysts LLC
Pennsylvania
$2.09K – – –
LM
489
Legg Mason
Maryland
$2K +$2K +40 New
FNB
490
Farmers National Bank
Kentucky
$751 – – –
SCP
491
Syntal Capital Partners
Texas
$258 – – –
SBL
492
Sargent Bickham Lagudis
Colorado
$211 +$99 +2,264 +88%
CS
493
Credit Suisse
Switzerland
– -$15M -356,312 Closed
Citadel Advisors
494
Citadel Advisors
Florida
– -$2.12M -50,332 Closed
FMBTD
495
First Midwest Bank Trust Division
Illinois
– -$1.47M -34,880 Closed
Luther King Capital Management (LKCM)
496
Luther King Capital Management (LKCM)
Texas
– -$990K -23,544 Closed
VF
497
Virtu Financial
New York
– -$796K -18,928 Closed
FPCM
498
Financial Partners Capital Management
New York
– -$393K -9,352 Closed
MIM
499
Midwest Investment Management
Ohio
– -$285K -6,800 Closed
Chevy Chase Trust
500
Chevy Chase Trust
Maryland
– -$279K -6,632 Closed
17 18 19
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