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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 %
SSB
176
Sandy Spring Bank
Maryland
$1.89M -$91.9K -2,256 -5%
ONB
177
Old National Bancorp
Indiana
$1.88M +$685K +16,812 +57%
NEPWA
178
New England Private Wealth Advisors
Massachusetts
$1.85M +$8.47K +208 +0.5%
PA
179
Paracle Advisors
Washington
$1.83M +$28.8K +708 +2%
FUBT
180
First United Bank & Trust
Maryland
$1.83M +$107K +2,632 +6%
MC
181
Middleton & Co
Massachusetts
$1.82M +$20.4K +500 +1%
BTS
182
BB&T Securities
Virginia
$1.73M -$4.8M -117,852 -73%
FANJ
183
Financial Architects (New Jersey)
New Jersey
$1.7M +$7.33K +180 +0.4%
SWA
184
Sutton Wealth Advisors
Florida
$1.7M +$1.7M +41,616 New
NPC
185
National Planning Corporation
California
$1.66M -$2.67M -65,368 -62%
WT
186
Whittier Trust
California
$1.64M -$4.07K -100 -0.2%
AFG
187
Albion Financial Group
Utah
$1.62M -$166K -4,064 -9%
IA
188
IFP Advisors
Florida
$1.61M +$1.18M +87,432 +276%
QCG
189
Quadrant Capital Group
Ohio
$1.58M +$414K +10,220 +36%
CHC
190
City Holding Co
West Virginia
$1.58M -$52.1K -1,280 -3%
FMBTD
191
First Midwest Bank Trust Division
Illinois
$1.57M +$1.57M +38,628 New
CTA
192
Chesley Taft & Associates
Illinois
$1.55M – – –
DWM
193
Dakota Wealth Management
Florida
$1.54M -$1.79K -44 -0.1%
FCI
194
Financial Counselors Inc
Kansas
$1.51M +$749K +18,396 +98%
BIC
195
Bridges Investment Counsel
Nebraska
$1.5M -$513K -12,608 -25%
KM
196
Kalos Management
Georgia
$1.48M +$7.85K +196 +0.5%
Millennium Management
197
Millennium Management
New York
$1.46M -$667K -16,376 -31%
UBS AM
198
UBS AM
Illinois
$1.44M +$855K +21,000 +146%
FAG
199
Financial Advisory Group
Texas
$1.44M – – –
GWM
200
Geneos Wealth Management
Colorado
$1.43M +$1.43M +34,900 New
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