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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 %
MA
51
MUFG Americas
New York
$7.27M -$454K -10,588 -6%
OCM
52
One Capital Management
California
$7.13M +$7.13M +166,132 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$7.02M -$522K -12,176 -7%
CMO
54
Covenant Multifamily Offices
Texas
$6.96M +$16.6K +388 +0.2%
Bank of Nova Scotia
55
Bank of Nova Scotia
Ontario, Canada
$6.56M +$6.56M +153,158 New
FMT
56
First Mercantile Trust
Tennessee
$6.17M +$38.8K +904 +0.6%
CS
57
Credit Suisse
Switzerland
$5.87M +$547K +12,744 +10%
Truist Financial
58
Truist Financial
North Carolina
$5.6M +$675K +15,732 +14%
DS
59
DRW Securities
Illinois
$5.33M +$5.33M +124,138 New
MBT
60
Monroe Bank & Trust
Michigan
$4.73M -$50.5K -1,178 -1%
Deutsche Bank
61
Deutsche Bank
Germany
$4.64M -$109K -2,542 -2%
PI
62
Placemark Investments
Illinois
$4.42M +$237K +5,534 +6%
CA
63
Cetera Advisors
Colorado
$4.38M +$203K +4,734 +5%
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$4.09M -$110K -2,570 -3%
MAA
65
Managed Account Advisors
New Jersey
$4.05M -$5.16M -120,330 -56%
SG Americas Securities
66
SG Americas Securities
New York
$3.85M +$612K +14,262 +19%
HS
67
Huntington Steele
Pennsylvania
$3.68M +$230K +5,366 +7%
Citigroup
68
Citigroup
New York
$3.66M -$384K -8,946 -10%
V
69
Veritable
Delaware
$3.65M – – –
B
70
Baird
Wisconsin
$3.55M +$31.1K +724 +0.9%
Northern Trust
71
Northern Trust
Illinois
$3.41M +$790K +18,406 +30%
SAM
72
Sequent Asset Management
Texas
$3.34M – – –
FBNAT
73
FirstMerit Bank N.A. Trustee
Ohio
$3.31M -$54.7K -1,276 -2%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$3.29M -$499K -11,642 -13%
MMLI
75
Massachusetts Mutual Life Insurance
Massachusetts
$3.03M +$658K +15,336 +28%
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3
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