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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 %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$3.74M +$170K +3,900 +5%
HI
127
Horizon Investments
North Carolina
$3.58M -$10.3K -236 -0.3%
CWM
128
Confluence Wealth Management
Oregon
$3.53M +$449K +10,308 +15%
JWM
129
Jacobus Wealth Management
Wisconsin
$3.48M +$37.8K +868 +1%
RWA
130
Ropes Wealth Advisors
Massachusetts
$3.47M -$20.4K -468 -0.6%
MC
131
Martin & Co
Tennessee
$3.37M -$5.23K -120 -0.2%
ICOA
132
Investment Centers of America
North Dakota
$3.37M -$578K -13,260 -15%
FNBT
133
FineMark National Bank & Trust
Florida
$3.34M +$133K +3,044 +4%
PFM
134
Phillips Financial Management
Indiana
$3.22M – – –
BP
135
Ballentine Partners
Massachusetts
$3.21M +$121K +2,768 +4%
William Blair & Company
136
William Blair & Company
Illinois
$3.17M -$101K -2,328 -3%
SAM
137
Silvercrest Asset Management
New York
$3.11M – – –
SIC
138
Sigma Investment Counselors
Michigan
$3.09M -$13.1K -300 -0.4%
SI
139
SII Investments
Wisconsin
$3.07M -$94.5K -2,164 -3%
SWP
140
Stratos Wealth Partners
Ohio
$2.92M +$312K +7,160 +12%
EA
141
Elm Advisors
California
$2.89M -$139K -3,200 -5%
GLRA
142
Gerald L. Ray & Associates
Texas
$2.83M +$2.03M +46,512 +252%
PFM
143
Parsec Financial Management
North Carolina
$2.81M +$221K +5,076 +9%
SJIM
144
St. Johns Investment Management
Florida
$2.79M -$199K -4,568 -7%
MSA
145
Mason Street Advisors
Wisconsin
$2.75M -$7.83M -179,688 -74%
FB
146
Fulton Bank
Pennsylvania
$2.72M +$1.45M +33,196 +114%
NFG
147
Nadler Financial Group
Illinois
$2.72M +$46.5K +1,068 +2%
CL
148
Choreo LLC
Illinois
$2.69M +$3.31K +76 +0.1%
SC
149
SouthState Corp
Florida
$2.67M +$85.4K +1,960 +3%
CFA
150
Cahill Financial Advisors
Minnesota
$2.63M +$36.1K +828 +1%
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