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

Top Sellers

1
U
1
UBS
Switzerland
$111M
2
Invesco
2
Invesco
Georgia
$0
3
SIM
3
Sigma Investment Management
Oregon
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.3M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$27.3M +$1.12M +26,104 +4%
I2I
27
Insight 2811 Inc
Illinois
$26.1M +$1.64M +38,888 +7%
CCMG
28
Clark Capital Management Group
Pennsylvania
$23.4M -$7.66M -178,540 -25%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$21.7M +$6.12M +142,624 +39%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$19.8M -$178K -4,156 -0.9%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$19.6M -$954K -22,236 -5%
DGI
32
Disciplined Growth Investors
Minnesota
$18.8M +$17.2M +400,700 +1,098%
WTNA
33
Wilmington Trust National Association
Delaware
$18.6M +$3.49M +81,452 +23%
ANTB
34
AMG National Trust Bank
Colorado
$17.6M -$1.31M -30,552 -7%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$15.9M -$429K -9,996 -3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$15.3M -$22.4M -521,640 -59%
BCI
37
Brinker Capital Investments
Pennsylvania
$15.2M -$845K -19,704 -5%
TCT
38
TIAA CREF Trust
Missouri
$13.6M -$441K -10,270 -3%
BF
39
BOK Financial
Oklahoma
$13.5M +$374K +8,708 +3%
RJA
40
Raymond James & Associates
Florida
$12.5M +$414K +9,640 +3%
JFG
41
JMG Financial Group
Illinois
$11.5M -$300K -6,992 -3%
CNB
42
City National Bank
California
$10.9M +$1.8M +42,002 +20%
Comerica Bank
43
Comerica Bank
Texas
$10.3M +$91.3K +2,128 +0.9%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$10.2M -$93.4K -2,176 -0.9%
HFS
45
HL Financial Services
Kentucky
$8.98M +$291K +6,784 +3%
MA
46
MCF Advisors
Kentucky
$8.07M +$271K +6,318 +3%
WIC
47
Whitegate Investment Counselors
New Hampshire
$8.05M +$8.05M +174,680 New
CAN
48
Cetera Advisor Networks
California
$7.54M +$1.2M +28,036 +19%
AIG
49
American International Group
New York
$7.37M +$3.1M +72,168 +72%
SFSG
50
Stearns Financial Services Group
North Carolina
$7.33M +$250K +5,830 +4%
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