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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

276 hedge funds and large institutions have $2.81B invested in iShares Russell Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
276
Holders Change
+40
Holders Change %
+16.95%
% of All Funds
8.02%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.46%
New
60
Increased
87
Reduced
76
Closed
15
Calls
$1.12M
Puts
$1.11M
Net Calls
+$17K
Net Calls Change
+$612K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$218M
2
SIM
2
Sigma Investment Management
Oregon
$26.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$49.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$20.6M
5
U
5
UBS
Switzerland
$226M

Top Sellers

1
CB
1
Commerce Bank
Missouri
$53.6M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$30.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$805K
4
Comerica Bank
4
Comerica Bank
Texas
$9.99M
5
Barclays
5
Barclays
United Kingdom
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$280M 3,318,874 +120,614 +4%
Morgan Stanley
2
Morgan Stanley
New York
$239M 2,833,244 +38,195 +1%
U
3
UBS
Switzerland
$226M 2,684,836 +233,460 +10%
Bank of America
4
Bank of America
North Carolina
$218M 2,587,402 +372,940 +17%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$177M 2,094,490 -23,770 -1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$108M 1,277,203 +29,416 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$106M 1,254,995 -8,387 -0.7%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$97.7M 1,158,379 +35,216 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$77.7M 920,799 +120,553 +15%
SB
10
Suntrust Banks
Georgia
$62.9M 745,387 -5,815 -0.8%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$56.6M 675,014 -10,248 -1%
CB
12
Commerce Bank
Missouri
$53.6M 635,649 -336,226 -35%
Invesco
13
Invesco
Georgia
$52.2M 618,614 +179,593 +41%
JIC
14
Johnson Investment Counsel
Ohio
$51.4M 609,311 -6,398 -1%
PWAG
15
Polaris Wealth Advisory Group
California
$49.9M 591,361 +290,930 +97%
SI
16
Stephens Inc
Arkansas
$49.8M 589,916 +41,815 +8%
SF
17
Synovus Financial
Georgia
$41.9M 497,529 -3,441 -0.7%
CHFS
18
Cobble Hill Financial Services
New Jersey
$38.6M 457,875 +2,675 +0.6%
AI
19
Accredited Investors
Minnesota
$37.6M 445,258 -6,903 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$37.1M 439,695 +124,811 +40%
TA
21
Teachers Advisors
New York
$36.2M 428,505 -32,981 -7%
US Bancorp
22
US Bancorp
Minnesota
$36M 426,969 +3,988 +0.9%
WT
23
Wilmington Trust
Delaware
$34.4M 407,976 +37,456 +10%
LPL Financial
24
LPL Financial
California
$31.6M 374,008 +8,456 +2%
CCMG
25
Clark Capital Management Group
Pennsylvania
$30.5M 362,033 -234,980 -39%
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