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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 %
QCG
201
Quadrant Capital Group
Ohio
$1.94M +$117K +2,636 +6%
SWA
202
Sutton Wealth Advisors
Florida
$1.92M -$13.8K -308 -0.7%
SSB
203
Sandy Spring Bank
Maryland
$1.91M +$179 +4 +0%
SQA
204
Simon Quick Advisors
New Jersey
$1.9M +$1.9M +42,408 New
ECM
205
Elgethun Capital Management
South Dakota
$1.87M +$1.87M +41,776 New
FNBOO
206
First National Bank of Omaha
Nebraska
$1.84M -$3.58K -80 -0.2%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$1.84M +$1.5M +33,524 +446%
FANJ
208
Financial Architects (New Jersey)
New Jersey
$1.83M +$12.3K +276 +0.7%
BIC
209
Bridges Investment Counsel
Nebraska
$1.75M +$101K +2,248 +6%
SCA
210
Stillwater Capital Advisors
Pennsylvania
$1.74M +$307K +6,864 +21%
Principal Financial Group
211
Principal Financial Group
Iowa
$1.74M +$1.74M +38,852 New
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$1.73M +$465K +10,380 +37%
BCM
213
BTC Capital Management
Iowa
$1.73M – – –
MBT
214
Montecito Bank & Trust
California
$1.73M +$708K +15,844 +70%
CHC
215
City Holding Co
West Virginia
$1.69M -$33.1K -740 -2%
EC
216
Estate Counselors
Wisconsin
$1.66M +$17.9K +400 +1%
LPL Financial
217
LPL Financial
California
$1.65M +$135K +3,016 +9%
FDCC
218
Foster Dykema Cabot & Co
Massachusetts
$1.65M -$35.8K -800 -2%
Bessemer Group
219
Bessemer Group
New Jersey
$1.59M -$44.7K -1,000 -3%
CT
220
Cambridge Trust
Massachusetts
$1.58M – – –
FAG
221
Financial Advisory Group
Texas
$1.58M – – –
GWM
222
Geneos Wealth Management
Colorado
$1.57M -$41K -916 -3%
CTC
223
Central Trust Company
Missouri
$1.57M +$41.7K +932 +3%
CTA
224
Chesley Taft & Associates
Illinois
$1.56M – – –
DWM
225
Dakota Wealth Management
Florida
$1.55M -$59.6K -1,332 -4%
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