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iShares Russell Mid-Cap ETF
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Overview Fund Activity

476 hedge funds and large institutions have $8.35B invested in iShares Russell Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 196 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-16
Holders Change %
-3.25%
% of All Funds
12.7%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.96%
New
33
Increased
142
Reduced
196
Closed
43
Calls
$13.1M
Puts
$7.66M
Net Calls
+$5.43M
Net Calls Change
+$955K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$112M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$23.8M
3
CTB
Country Trust Bank
Illinois
$48.2M
4
SB
Suntrust Banks
Georgia
$105M
5
JFG
JMG Financial Group
Illinois
$48.3M

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
$293M
2
CS
Credit Suisse
Switzerland
$2.76M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
4
Bank of America
Bank of America
North Carolina
$983M
5
FEG
Fund Evaluation Group
Ohio
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Confluence Wealth Management
Oregon
$2.49M +$299K +7,336 +14%
Franklin Resources
152
Franklin Resources
California
$2.42M -$737K -18,100 -23%
HWP
153
Hefty Wealth Partners
Indiana
$2.4M +$375K +9,200 +18%
PFM
154
Parsec Financial Management
North Carolina
$2.37M +$153K +3,752 +7%
CFG
155
Citizens Financial Group
Rhode Island
$2.36M -$824K -20,232 -26%
SGCA
156
Steel Grove Capital Advisors
Tennessee
$2.35M – – –
RhumbLine Advisers
157
RhumbLine Advisers
Massachusetts
$2.34M +$264K +6,480 +13%
BRF
158
B. Riley Financial
California
$2.33M -$65.5K -1,608 -3%
CFA
159
Cahill Financial Advisors
Minnesota
$2.3M +$144K +3,544 +7%
MCWS
160
McKinley Carter Wealth Services
West Virginia
$2.3M +$65.5K +1,608 +3%
FNT
161
First National Trust
Pennsylvania
$2.3M -$88.1K -2,164 -4%
BCM
162
BTC Capital Management
Iowa
$2.29M -$371K -9,112 -14%
NAM
163
NTV Asset Management
West Virginia
$2.18M -$5.7K -140 -0.3%
BIM
164
Bridges Investment Management
Nebraska
$2.18M +$37.5K +920 +2%
RFC
165
Regions Financial Corp
Alabama
$2.13M -$48.1K -1,180 -2%
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$2.13M -$75.8K -1,860 -3%
MMA
167
Miracle Mile Advisors
California
$2.05M -$13.7M -337,208 -87%
FCBT
168
First Citizens Bank & Trust
North Carolina
$2.05M -$501K -12,308 -20%
WB
169
Webster Bank
Connecticut
$2.05M -$15.5K -380 -0.8%
Brown Advisory
170
Brown Advisory
Maryland
$2.03M -$87.7K -2,152 -4%
ST
171
Sabal Trust
Florida
$2.02M – – –
GIM
172
Goelzer Investment Management
Indiana
$2.01M -$32.1K -788 -2%
CIA
173
CCM Investment Advisers
South Carolina
$2.01M -$371K -9,108 -16%
GT
174
Glenmede Trust
Pennsylvania
$1.97M -$84.2K -2,068 -4%
SBH
175
Segall Bryant & Hamill
Illinois
$1.96M -$2.52M -61,856 -56%
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