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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 %
UBS AM
201
UBS AM
Illinois
$1.45M -$35.8K -852 -2%
MA
202
MCF Advisors
Kentucky
$1.43M +$26.6K +632 +2%
CTC
203
Central Trust Company
Missouri
$1.42M +$236K +5,620 +20%
Millennium Management
204
Millennium Management
New York
$1.41M -$96K -2,284 -6%
FNBOO
205
First National Bank of Omaha
Nebraska
$1.39M -$37.3K -888 -3%
AC
206
Alley Company
Illinois
$1.35M -$19.8K -472 -1%
CWM
207
Concert Wealth Management
California
$1.33M +$70.2K +1,668 +6%
DY
208
Dowling & Yahnke
California
$1.3M -$16.5K -392 -1%
LPL Financial
209
LPL Financial
California
$1.3M -$152M -3,609,044 -99%
CIG
210
Consolidated Investment Group
Colorado
$1.29M – – –
IC
211
Intersect Capital
California
$1.27M -$32.6K -776 -3%
VFA
212
Voya Financial Advisors
Connecticut
$1.27M +$490K +11,852 +63%
CC
213
Courier Capital
New York
$1.26M – – –
CT
214
Cambridge Trust
Massachusetts
$1.24M +$50.6K +1,204 +4%
FB
215
Fulton Bank
Pennsylvania
$1.23M -$102K -2,424 -8%
IA
216
IFP Advisors
Florida
$1.19M -$3.82M -90,876 -76%
OAM
217
Occidental Asset Management
California
$1.15M +$1.15M +27,308 New
OCM
218
One Capital Management
California
$1.15M -$80K -1,904 -7%
KM
219
Kalos Management
Georgia
$1.12M -$430K -10,232 -28%
AMG
220
Asset Management Group
Connecticut
$1.12M +$31.4K +748 +3%
FC
221
FCA Corp
Texas
$1.12M -$841 -20 -0.1%
SCA
222
Stillwater Capital Advisors
Pennsylvania
$1.11M +$7.9K +188 +0.7%
BTS
223
BB&T Securities
Virginia
$1.1M -$684K -16,280 -38%
ICAS
224
Investors Capital Advisory Services
Massachusetts
$1.06M +$17K +404 +2%
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$1.05M +$79.5K +1,888 +8%
7 8
9
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