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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 %
SIC
76
Salem Investment Counselors
North Carolina
$11.6M +$299K +6,680 +3%
PG
77
Proffitt & Goodson
Tennessee
$11.2M +$625K +13,988 +6%
SYBT
78
Stock Yards Bank & Trust
Kentucky
$11.1M +$2.3M +51,460 +26%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$11M +$742K +16,696 +7%
PSUF
80
People's United Financial
Connecticut
$10.6M +$453K +10,128 +4%
CCM
81
Coldstream Capital Management
Washington
$10.4M +$193K +4,312 +2%
GG
82
Gofen & Glossberg
Illinois
$10.3M -$4.47K -100 -0%
CANC
83
Culbertson A N & Co
Virginia
$9.79M -$156K -3,480 -2%
DCM
84
Dearborn Capital Management
Illinois
$9.72M +$9.72M +217,424 New
B
85
Bailard
California
$9.51M +$243K +5,424 +3%
SDWMA
86
Schneider Downs Wealth Management Advisors
Pennsylvania
$9.28M +$5.9K +132 +0.1%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$9.16M +$2.67M +59,752 +41%
Comerica Bank
88
Comerica Bank
Texas
$9.12M -$1.99M -43,628 -18%
TLIC
89
Thai Life Insurance Company
Thailand
$9.03M +$9.03M +202,000 New
Kayne Anderson Rudnick Investment Management
90
Kayne Anderson Rudnick Investment Management
California
$9.01M +$1.69M +37,800 +23%
DADC
91
D.A. Davidson & Co
Montana
$8.73M +$419K +9,380 +5%
Stifel Financial
92
Stifel Financial
Missouri
$8.72M +$229K +5,128 +3%
GLA
93
Great Lakes Advisors
Illinois
$8.39M +$842K +18,828 +11%
BA
94
Bristlecone Advisors
Washington
$8.11M +$49.2K +1,100 +0.6%
MFS
95
MSI Financial Services
Massachusetts
$7.77M -$2.18M -48,800 -22%
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
$7.4M +$827K +18,488 +13%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$7.22M -$75.1K -1,680 -1%
WTC
98
WhitTier Trust Company
Nevada
$7.18M +$99.4K +2,224 +1%
AW
99
Alpha Windward
Massachusetts
$7.16M +$138K +3,088 +2%
IAM
100
Iridian Asset Management
Connecticut
$7.02M +$7.02M +156,900 New
2 3
4
5 6