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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 %
ADL
526
Asset Dedication LLC
California
$17K -$3.66K -80 -18%
AIM
527
Advantage Investment Management
Iowa
$17K -$2.66K -60 -14%
AIM
528
Anchor Investment Management
South Carolina
$13.4K – – –
PFBT
529
Parkside Financial Bank & Trust
Missouri
$13K -$8.73K -196 -40%
HCC
530
Hirtle Callaghan & Co
Pennsylvania
$13K – – –
EWM
531
Endurance Wealth Management
Rhode Island
$12K – – –
FPB
532
First PREMIER Bank
South Dakota
$12K – – –
CCM
533
Cribstone Capital Management
Maine
$11K – – –
VCM
534
Versant Capital Management
Arizona
$10K – – –
FCFS
535
First Command Financial Services
Texas
$10K +$10K +216 New
FCB
536
First Command Bank
Texas
$10K +$10K +216 New
MRCM
537
M&R Capital Management
New Jersey
$8K – – –
GBBWRPM
538
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K +$4K +88 New
MIM
539
Macroview Investment Management
Maryland
$3K -$6.43K -120 -68%
Carson Wealth (CWM LLC)
540
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +60 New
LM
541
Legg Mason
Maryland
$2K – – –
BTIS
542
BB&T Investment Services
North Carolina
$2K +$2K +40 New
LWMT
543
Legacy Wealth Management (Tennessee)
Tennessee
$1.52K +$1.52K +32 New
PK
544
Pflug Koory
Nebraska
$18 +$18 +392 New
MIH
545
Madison Investment Holdings
Wisconsin
– -$11.7M -268,408 Closed
MYLI
546
Meiji Yasuda Life Insurance
Japan
– -$4.27M -98,000 Closed
MIAN
547
Mariner Independent Advisor Network
Kansas
– -$4.12M -94,548 Closed
BFA
548
Beaumont Financial Advisors
Massachusetts
– -$2.01M -46,044 Closed
CCMG
549
Clark Capital Management Group
Pennsylvania
– -$1.83M -42,088 Closed
TRCT
550
Tower Research Capital (TRC)
New York
– -$1.79M -41,088 Closed
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