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iShares Russell Mid-Cap ETF
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Overview Fund Activity

490 hedge funds and large institutions have $8.4B invested in iShares Russell Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 179 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+14
Holders Change %
+2.94%
% of All Funds
13.09%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.86%
New
40
Increased
145
Reduced
179
Closed
20
Calls
$12.4M
Puts
$13.7M
Net Calls
-$1.25M
Net Calls Change
-$6.68M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$104M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$39.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16.9M
4
CS
4
Credit Suisse
Switzerland
$15M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.3M
2
Citigroup
2
Citigroup
New York
$11.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$992M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
FNFDCM
101
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.32M -$42.1K -1,000 -0.8%
WTB
102
Washington Trust Bank
Washington
$5.19M – – –
JFGIW
103
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.03M +$4.55M +108,252 +945%
CA
104
Cetera Advisors
Colorado
$4.98M -$92.8K -2,204 -2%
CCA
105
Cobblestone Capital Advisors
New York
$4.87M – – –
BWM
106
Braver Wealth Management
Massachusetts
$4.87M -$270K -6,432 -5%
ANB
107
Amarillo National Bank
Texas
$4.82M +$1.85K +44 +0%
WSFS
108
Wilmington Savings Fund Society
Delaware
$4.72M -$181K -4,316 -4%
CT
109
Coastline Trust
Rhode Island
$4.61M +$31.1K +740 +0.7%
AG
110
Advisor Group
Arizona
$4.6M +$4.6M +109,428 New
UCFA
111
United Capital Financial Advisors
Texas
$4.51M -$898K -21,380 -17%
AL
112
Aspiriant LLC
California
$4.45M -$42.5K -1,000 -0.9%
PBO
113
Peoples Bank (Ohio)
Ohio
$4.36M -$333K -7,928 -7%
MIAN
114
Mariner Independent Advisor Network
Kansas
$4.34M +$4.34M +103,316 New
FTS
115
Fifth Third Securities
Ohio
$4.26M -$124K -2,940 -3%
HPWM
116
Highland Private Wealth Management
Washington
$4.25M -$47.1K -1,120 -1%
BWFA
117
Baltimore-Washington Financial Advisors
Maryland
$4.2M +$2.95M +70,248 +238%
CL
118
CPWM LLC
Washington
$4.15M – – –
HS
119
Huntington Steele
Pennsylvania
$4.11M +$16K +380 +0.4%
MAM
120
Marquette Asset Management
Minnesota
$4.1M +$5.55K +132 +0.1%
BPB
121
Badgley, Phelps & Bell
Washington
$4.02M -$48.8K -1,160 -1%
MAS
122
Madden Advisory Services
Florida
$4.02M – – –
AIM
123
Acropolis Investment Management
Missouri
$3.91M -$521K -12,400 -12%
ICOA
124
Investment Centers of America
North Dakota
$3.81M -$667K -15,860 -15%
GFG
125
Gray Financial Group
Georgia
$3.75M +$20.2K +480 +0.5%
3 4
5
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