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iShares Russell Mid-Cap ETF
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Overview Fund Activity

546 hedge funds and large institutions have $9.74B invested in iShares Russell Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 210 increasing their positions, 141 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
13.67%
Holding in Top 10
45
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+32.35%
% of All Funds
1.13%
New
80
Increased
210
Reduced
141
Closed
23
Calls
$13.6M
Puts
$10M
Net Calls
+$3.63M
Net Calls Change
-$2.06M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.25B
2
Bank of America
Bank of America
North Carolina
$1.14B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$98.9M
4
FFA
Fragasso Financial Advisors
Pennsylvania
$26.5M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$150M

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
$295M
2
MIH
Madison Investment Holdings
Wisconsin
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.41B
4
UBS Group
UBS Group
Switzerland
$279M
5
AssetMark Inc
AssetMark Inc
California
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$3.25M -$4.47K -100 -0.1%
GT
152
Glenmede Trust
Pennsylvania
$3.24M +$1.58M +35,240 +94%
SI
153
SII Investments
Wisconsin
$3.19M +$50.4K +1,128 +2%
PFM
154
Parsec Financial Management
North Carolina
$3.18M +$293K +6,548 +10%
SAM
155
Silvercrest Asset Management
New York
$3.17M -$17K -380 -0.5%
JWM
156
Jacobus Wealth Management
Wisconsin
$3.14M -$428K -9,580 -12%
SIC
157
Sigma Investment Counselors
Michigan
$3.12M -$53.7K -1,200 -2%
I
158
IberiaBank
Louisiana
$3.07M +$2.14M +47,868 +232%
SC
159
SouthState Corp
Florida
$3.02M +$274K +6,136 +10%
CL
160
CPWM LLC
Washington
$3M -$1.4M -31,228 -32%
GLRA
161
Gerald L. Ray & Associates
Texas
$2.91M +$5.72K +128 +0.2%
RFC
162
Regions Financial Corp
Alabama
$2.9M +$654K +14,624 +29%
EA
163
Elm Advisors
California
$2.84M -$118K -2,640 -4%
BRF
164
B. Riley Financial
California
$2.78M +$83.9K +1,876 +3%
CFA
165
Cahill Financial Advisors
Minnesota
$2.73M +$36.7K +820 +1%
BIM
166
Bridges Investment Management
Nebraska
$2.72M +$738K +16,504 +37%
CL
167
Choreo LLC
Illinois
$2.71M -$49.9K -1,116 -2%
CM
168
Churchill Management
California
$2.7M +$2.7M +60,272 New
EFS
169
Essex Financial Services
Connecticut
$2.69M +$128K +2,860 +5%
WIC
170
Whitegate Investment Counselors
New Hampshire
$2.66M +$25.8K +576 +1%
CFG
171
Citizens Financial Group
Rhode Island
$2.63M +$35.8K +800 +1%
Franklin Resources
172
Franklin Resources
California
$2.63M -$6.26K -140 -0.2%
MCWS
173
McKinley Carter Wealth Services
West Virginia
$2.63M -$56.5K -1,264 -2%
SJIM
174
St. Johns Investment Management
Florida
$2.62M -$246K -5,508 -9%
FWM
175
FFT Wealth Management
Pennsylvania
$2.58M +$2.58M +57,676 New
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