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

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
$295M
2
MIH
Madison Investment Holdings
Wisconsin
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.41B
4
UBS Group
UBS Group
Switzerland
$279M
5
AssetMark Inc
AssetMark Inc
California
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
476
Perkins Coie Trust Company
Washington
$138K – – –
BCI
477
Brinker Capital Investments
Pennsylvania
$134K -$179 -4 -0.1%
LWA
478
Lenox Wealth Advisors
New York
$127K – – –
OFS
479
Orrstown Financial Services
Pennsylvania
$118K – – –
RFA
480
Reilly Financial Advisors
California
$118K +$31.9K +712 +37%
SIAP
481
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$109K +$109K +2,440 New
SAM
482
Solaris Asset Management
New York
$108K – – –
LWM
483
LBA Wealth Management
Florida
$105K – – –
DSN
484
D. Scott Neal
Kentucky
$103K – – –
CFA
485
CT Financial Advisors
Pennsylvania
$97.7K +$537 +12 +0.6%
JIC
486
Joel Isaacson & Co
New York
$97K – – –
CDIA
487
Capital Directions Investment Advisors
Georgia
$94K +$23.9K +536 +34%
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$88.9K +$88.9K +1,988 New
EA
489
Edge Advisors
Georgia
$86K +$86K +1,936 New
CAL
490
Capital Advisors Ltd
Ohio
$85K – – –
IF
491
Ironwood Financial
Arizona
$84K – – –
MOACM
492
Mutual of America Capital Management
New York
$83K -$157K -3,536 -65%
FMTCOCP
493
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80.1K +$80.1K +1,792 New
VIA
494
Vantage Investment Advisors
Pennsylvania
$80K +$713 +16 +0.9%
ATC
495
Adirondack Trust Company
New York
$76K – – –
ClearBridge Investments
496
ClearBridge Investments
New York
$74K +$74K +1,652 New
CFA
497
Carroll Financial Associates
North Carolina
$70K +$1.24K +28 +2%
JAM
498
Jolley Asset Management
North Carolina
$67K – – –
CBT
499
Central Bank & Trust
Kentucky
$66K -$7.31K -164 -10%
ACM
500
AUA Capital Management
Pennsylvania
$66K +$66K +1,472 New
18 19
20
21 22