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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

284 hedge funds and large institutions have $2.82B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+8
Holders Change %
+2.9%
% of All Funds
8.21%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
36
Increased
96
Reduced
79
Closed
26
Calls
$3.77M
Puts
$1.44M
Net Calls
+$2.33M
Net Calls Change
+$2.31M

Top Buyers

1
HI
Horizon Investments
North Carolina
$35.6M
2
Goldman Sachs
Goldman Sachs
New York
$29.3M
3
Bank of America
Bank of America
North Carolina
$246M
4
DGI
Disciplined Growth Investors
Minnesota
$18.8M
5
WT
Wilmington Trust
Delaware
$46.9M

Top Sellers

1
U
UBS
Switzerland
$111M
2
Invesco
Invesco
Georgia
$0
3
SIM
Sigma Investment Management
Oregon
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.3M
5
BFA
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AUB
276
Atlantic Union Bankshares
Virginia
$8K +$8K +194 New
TDC
277
Thompson Davis & Co
Virginia
$7K – – –
RFA
278
Reilly Financial Advisors
California
$6K -$923 -20 -13%
HHGA
279
Halbert Hargrove Global Advisors
California
$6K +$6K +136 New
PFG
280
Pacific Financial Group
Washington
$5K – – –
FFS
281
Founders Financial Securities
Maryland
$4.46K +$4.46K +103,908 New
FAM
282
Fred Alger Management
New York
$2K -$181K -5,242 -99%
CFA
283
Camarda Financial Advisors
Florida
$2K – – –
FNBSF
284
First National Bank Sioux Falls
South Dakota
$2K – – –
Manulife (Manufacturers Life Insurance)
285
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74 – – –
Invesco
286
Invesco
Georgia
– -$52.2M -1,237,228 Closed
SIM
287
Sigma Investment Management
Oregon
– -$26.9M -636,780 Closed
BFA
288
Beaumont Financial Advisors
Massachusetts
– -$20.6M -487,886 Closed
ECM
289
Evergreen Capital Management
Washington
– -$5.32M -126,178 Closed
NIP
290
Nicholas Investment Partners
California
– -$1.98M -46,964 Closed
MWM
291
Merriman Wealth Management
Washington
– -$1.67M -39,486 Closed
SPL
292
Smart Portfolios LLC
Washington
– -$618K -14,684 Closed
Calamos Advisors
293
Calamos Advisors
Illinois
– -$610K -14,450 Closed
CAM
294
Congress Asset Management
Massachusetts
– -$489K -11,590 Closed
CCI
295
Columbus Circle Investors
– -$485K -11,510 Closed
MIP
296
Marietta Investment Partners
Wisconsin
– -$423K -10,034 Closed
SFG
297
Sage Financial Group
Pennsylvania
– -$292K -6,926 Closed
SFG
298
Sather Financial Group
Texas
– -$257K -6,102 Closed
Westfield Capital Management
299
Westfield Capital Management
Massachusetts
– -$253K -6,000 Closed
SI
300
SII Investments
Wisconsin
– -$232K -5,530 Closed
9 10 11
12
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