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iShares Russell Mid-Cap ETF
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Overview Fund Activity

492 hedge funds and large institutions have $9.45B invested in iShares Russell Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 196 increasing their positions, 122 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+46
Holders Change %
+10.31%
% of All Funds
12.92%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
1.05%
New
72
Increased
196
Reduced
122
Closed
23
Calls
$15.2M
Puts
$10.7M
Net Calls
+$4.47M
Net Calls Change
+$5.42M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$280M
2
LPL Financial
2
LPL Financial
California
$149M
3
Bank of America
3
Bank of America
North Carolina
$1.08B
4
Wells Fargo
4
Wells Fargo
California
$1B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.53B

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
M&T Bank
2
M&T Bank
New York
$96.7M
3
Bessemer Group
3
Bessemer Group
New Jersey
$1.32M
4
HNB
4
Huntington National Bank
Ohio
$12M
5
Mariner
5
Mariner
Kansas
$8.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
151
Citizens Financial Group
Rhode Island
$3.37M +$3.37M +78,052 New
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$3.3M +$3.3M +82,316 New
HSBC Holdings
153
HSBC Holdings
United Kingdom
$3.29M +$107K +2,668 +3%
SAM
154
Silvercrest Asset Management
New York
$3.16M +$48.1K +1,200 +2%
Franklin Resources
155
Franklin Resources
California
$3.11M -$148K -3,692 -5%
FC
156
Fairpointe Capital
Illinois
$2.99M +$2.99M +74,616 New
EA
157
Elm Advisors
California
$2.85M -$106K -2,640 -4%
BP
158
Ballentine Partners
Massachusetts
$2.84M +$1.11M +27,608 +64%
PFM
159
Phillips Financial Management
Indiana
$2.79M -$33.3K -908 -1%
HI
160
Horizon Investments
North Carolina
$2.77M -$35.4K -884 -1%
Charles Schwab
161
Charles Schwab
California
$2.71M -$500K -12,480 -16%
C
162
CFO4Life
Texas
$2.62M -$49.8K -1,244 -2%
BCM
163
BTC Capital Management
Iowa
$2.62M -$21.5K -536 -0.8%
SIC
164
Sigma Investment Counselors
Michigan
$2.61M +$160K +4,008 +7%
NFG
165
Nadler Financial Group
Illinois
$2.54M +$123K +3,080 +5%
EWM
166
Evercore Wealth Management
New York
$2.53M +$625K +15,608 +33%
FCBT
167
First Citizens Bank & Trust
North Carolina
$2.51M -$690K -17,220 -22%
CL
168
Choreo LLC
Illinois
$2.44M -$252K -6,304 -9%
BRF
169
B. Riley Financial
California
$2.35M +$2.35M +58,792 New
FNT
170
First National Trust
Pennsylvania
$2.35M +$195K +4,876 +9%
CIA
171
CCM Investment Advisers
South Carolina
$2.34M -$374K -9,340 -14%
HCM
172
Hollencrest Capital Management
California
$2.32M +$43.1K +1,076 +2%
AI
173
Atria Investments
North Carolina
$2.31M +$1.51M +40,080 +187%
SGCA
174
Steel Grove Capital Advisors
Tennessee
$2.31M +$528K +13,188 +30%
MCWS
175
McKinley Carter Wealth Services
West Virginia
$2.2M +$937K +23,400 +74%
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