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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 %
SBH
176
Segall Bryant & Hamill
Illinois
$2.02M -$4.21K -100 -0.2%
Brown Advisory
177
Brown Advisory
Maryland
$1.97M -$122K -2,900 -6%
NEPWA
178
New England Private Wealth Advisors
Massachusetts
$1.91M – – –
WT
179
Whittier Trust
California
$1.9M +$211K +5,020 +12%
TRCT
180
Tower Research Capital (TRC)
New York
$1.84M +$1.84M +43,692 New
RJT
181
Raymond James Trust
Florida
$1.83M +$494K +11,732 +37%
SSB
182
Sandy Spring Bank
Maryland
$1.8M -$147K -3,500 -8%
SWA
183
Sutton Wealth Advisors
Florida
$1.79M +$41.9K +996 +2%
CIA
184
CCM Investment Advisers
South Carolina
$1.78M -$292K -6,936 -14%
AFG
185
Albion Financial Group
Utah
$1.77M +$93.7K +2,228 +6%
GT
186
Glenmede Trust
Pennsylvania
$1.76M -$273K -6,504 -13%
FANJ
187
Financial Architects (New Jersey)
New Jersey
$1.72M -$39.2K -932 -2%
NPC
188
National Planning Corporation
California
$1.7M -$45.9K -1,064 -3%
QCG
189
Quadrant Capital Group
Ohio
$1.68M +$50.5K +1,208 +3%
CHC
190
City Holding Co
West Virginia
$1.64M +$10.1K +240 +0.6%
BIC
191
Bridges Investment Counsel
Nebraska
$1.58M +$26.1K +620 +2%
DWM
192
Dakota Wealth Management
Florida
$1.57M -$22.9K -544 -1%
AI
193
Atria Investments
North Carolina
$1.56M +$223K +5,280 +17%
FCI
194
Financial Counselors Inc
Kansas
$1.53M -$28.1K -668 -2%
GWM
195
Geneos Wealth Management
Colorado
$1.51M +$40.5K +960 +3%
CTA
196
Chesley Taft & Associates
Illinois
$1.5M -$101K -2,400 -6%
FAG
197
Financial Advisory Group
Texas
$1.49M – – –
FMBTD
198
First Midwest Bank Trust Division
Illinois
$1.47M -$158K -3,748 -10%
EC
199
Estate Counselors
Wisconsin
$1.46M – – –
SMH
200
Sanders Morris Harris
Texas
$1.46M +$982K +23,352 +207%
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