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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 %
SWP
151
Stratos Wealth Partners
Ohio
$2.52M +$1.35M +32,144 +116%
CFA
152
Cahill Financial Advisors
Minnesota
$2.5M +$124K +2,956 +5%
PFM
153
Parsec Financial Management
North Carolina
$2.5M +$52.1K +1,240 +2%
SC
154
SouthState Corp
Florida
$2.5M -$96.5K -2,296 -4%
HCM
155
Hollencrest Capital Management
California
$2.49M -$102K -2,416 -4%
WIC
156
Whitegate Investment Counselors
New Hampshire
$2.47M +$2.47M +58,836 New
EFS
157
Essex Financial Services
Connecticut
$2.46M -$127K -3,024 -5%
CFG
158
Citizens Financial Group
Rhode Island
$2.44M +$10.9K +260 +0.4%
FNT
159
First National Trust
Pennsylvania
$2.38M – – –
BCM
160
BTC Capital Management
Iowa
$2.37M – – –
FCBT
161
First Citizens Bank & Trust
North Carolina
$2.28M +$160K +3,808 +8%
BIM
162
Bridges Investment Management
Nebraska
$2.26M +$15.1K +360 +0.7%
NAM
163
NTV Asset Management
West Virginia
$2.26M – – –
SGCA
164
Steel Grove Capital Advisors
Tennessee
$2.24M -$183K -4,352 -8%
PA
165
Paracle Advisors
Washington
$2.22M +$327K +7,772 +17%
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$2.2M +$6.73K +160 +0.3%
RFC
167
Regions Financial Corp
Alabama
$2.14M -$64.7K -1,540 -3%
Citadel Advisors
168
Citadel Advisors
Florida
$2.12M +$1.52M +36,132 +254%
WB
169
Webster Bank
Connecticut
$2.11M -$3.7K -88 -0.2%
ONB
170
Old National Bancorp
Indiana
$2.09M +$147K +3,496 +8%
ST
171
Sabal Trust
Florida
$2.08M -$2.86K -68 -0.1%
FUBT
172
First United Bank & Trust
Maryland
$2.07M +$185K +4,400 +10%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$2.06M +$1.05M +24,984 +104%
GIM
174
Goelzer Investment Management
Indiana
$2.06M -$18.3K -436 -0.9%
MC
175
Middleton & Co
Massachusetts
$2.06M +$172K +4,100 +9%
5 6
7
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