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iShares Russell Mid-Cap ETF
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Overview Fund Activity

446 hedge funds and large institutions have $8.3B invested in iShares Russell Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 170 increasing their positions, 134 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
12.47%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.92%
New
33
Increased
170
Reduced
134
Closed
31
Calls
$8.28M
Puts
$9.23M
Net Calls
-$949K
Net Calls Change
-$2.87M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.45B
2
TCT
2
TIAA CREF Trust
Missouri
$550M
3
Bank of America
3
Bank of America
North Carolina
$989M
4
Wells Fargo
4
Wells Fargo
California
$919M
5
CS
5
Credit Suisse
Switzerland
$27.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$51.9M
2
FEG
2
Fund Evaluation Group
Ohio
$91.6M
3
HNB
3
Huntington National Bank
Ohio
$11.8M
4
Ameriprise
4
Ameriprise
Minnesota
$16.8M
5
FA
5
FDx Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
201
Cambridge Trust
Massachusetts
$1.13M +$20.5K +528 +2%
FC
202
FCA Corp
Texas
$1.12M +$44K +1,132 +4%
MA
203
MCF Advisors
Kentucky
$1.1M -$19K -488 -2%
CL
204
CIM LLC
New York
$1.09M +$1.4K +36 +0.1%
BWFA
205
Baltimore-Washington Financial Advisors
Maryland
$1.08M +$8.08K +208 +0.8%
CGH
206
Cleary Gull Holdings
Wisconsin
$1.03M +$140K +3,600 +16%
WF
207
Welch & Forbes
Massachusetts
$1.02M -$4.36K -112 -0.4%
LBC
208
Lowe Brockenbrough & Co
Virginia
$1M +$160K +4,120 +19%
ONB
209
Old National Bancorp
Indiana
$998K +$88.2K +2,268 +10%
ICAS
210
Investors Capital Advisory Services
Massachusetts
$995K -$1.87K -48 -0.2%
AMG
211
Asset Management Group
Connecticut
$995K +$3.73K +96 +0.4%
MBT
212
Monroe Bank & Trust
Michigan
$992K – – –
RMDI
213
R.M. Davis Inc
Maine
$987K -$46.7K -1,200 -5%
HIMC
214
Heritage Investors Management Corp
Maryland
$961K -$32.7K -840 -3%
Simplex Trading
215
Simplex Trading
Illinois
$948K +$948K +24,388 New
QCG
216
Quadrant Capital Group
Ohio
$943K +$85.1K +2,196 +10%
BG
217
Bahl & Gaynor
Ohio
$919K -$2.65K -68 -0.3%
CFB
218
Cullen/Frost Bankers
Texas
$913K – – –
PP
219
Pegasus Partners
Wisconsin
$912K – – –
CAM
220
Carret Asset Management
New York
$896K -$3.11K -80 -0.3%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$888K – – –
SWP
222
Stratos Wealth Partners
Ohio
$882K -$57.6K -1,480 -6%
CCM
223
Crossvault Capital Management
Texas
$881K +$201K +5,164 +30%
CNB
224
City National Bank
California
$878K +$143K +3,680 +19%
OCM
225
One Capital Management
California
$858K +$18.4K +472 +2%
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9
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