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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 %
FNT
176
First National Trust
Pennsylvania
$2.57M -$66.2K -1,480 -3%
VFA
177
Voya Financial Advisors
Connecticut
$2.52M +$769K +17,140 +44%
AI
178
Atria Investments
North Carolina
$2.43M +$1.09M +24,276 +81%
FAM
179
Foresters Asset Management
Ontario, Canada
$2.43M -$89.4K -2,000 -4%
SGCA
180
Steel Grove Capital Advisors
Tennessee
$2.4M +$17.7K +396 +0.7%
NAM
181
NTV Asset Management
West Virginia
$2.4M – – –
WB
182
Webster Bank
Connecticut
$2.4M +$111K +2,484 +5%
NFG
183
Nadler Financial Group
Illinois
$2.39M -$404K -9,040 -14%
ONB
184
Old National Bancorp
Indiana
$2.38M +$205K +4,580 +9%
FCBT
185
First Citizens Bank & Trust
North Carolina
$2.35M +$97.5K +2,180 +4%
PA
186
Paracle Advisors
Washington
$2.34M -$6.98K -156 -0.3%
FUBT
187
First United Bank & Trust
Maryland
$2.26M -$61.2K -1,368 -3%
ST
188
Sabal Trust
Florida
$2.26M +$49.2K +1,100 +2%
EAM
189
Eagle Asset Management
Florida
$2.25M +$2.25M +50,420 New
SBH
190
Segall Bryant & Hamill
Illinois
$2.25M +$37.6K +840 +2%
MC
191
Middleton & Co
Massachusetts
$2.21M +$19.1K +428 +0.9%
HCM
192
Hollencrest Capital Management
California
$2.2M -$404K -9,040 -16%
PGFC
193
Peapack-Gladstone Financial Corp
New Jersey
$2.2M -$68K -1,520 -3%
RJT
194
Raymond James Trust
Florida
$2.15M +$130K +2,912 +6%
FEG
195
Fund Evaluation Group
Ohio
$2.14M -$46.7K -1,044 -2%
Wolverine Trading
196
Wolverine Trading
Illinois
$2.12M +$2.12M +47,324 New
AFG
197
Albion Financial Group
Utah
$2.11M +$110K +2,452 +5%
GIM
198
Goelzer Investment Management
Indiana
$2.07M -$105K -2,352 -5%
NEPWA
199
New England Private Wealth Advisors
Massachusetts
$2.04M +$11.8K +264 +0.6%
SB
200
Simmons Bank
Arkansas
$2M +$32.5K +728 +2%
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