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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.

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
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$62.6M
2
HI
2
Horizon Investments
North Carolina
$35.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.3M
4
Bank of America
4
Bank of America
North Carolina
$246M
5
DGI
5
Disciplined Growth Investors
Minnesota
$18.8M

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 Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$286M 3,335,202 +16,328 +0.5%
Bank of America
2
Bank of America
North Carolina
$246M 2,868,227 +280,825 +11%
Morgan Stanley
3
Morgan Stanley
New York
$229M 2,668,961 -164,283 -6%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$178M 2,076,178 -18,312 -0.9%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$114M 1,328,951 +51,748 +4%
U
6
UBS
Switzerland
$111M 1,291,985 -1,392,851 -52%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$108M 1,253,798 -1,197 -0.1%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$102M 1,184,777 +26,398 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$82.2M 957,488 +36,689 +4%
SB
10
Suntrust Banks
Georgia
$62.7M 731,348 -14,039 -2%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$62.6M 717,917 +717,917 New
SI
12
Stephens Inc
Arkansas
$59.9M 698,644 +108,728 +18%
CB
13
Commerce Bank
Missouri
$56.1M 654,031 +18,382 +3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$53M 615,292 -59,722 -9%
JIC
15
Johnson Investment Counsel
Ohio
$52.3M 610,109 +798 +0.1%
PWAG
16
Polaris Wealth Advisory Group
California
$51.7M 602,931 +11,570 +2%
WT
17
Wilmington Trust
Delaware
$46.9M 546,688 +138,712 +34%
SF
18
Synovus Financial
Georgia
$43M 501,334 +3,805 +0.8%
CHFS
19
Cobble Hill Financial Services
New Jersey
$39.3M 457,875 – –
TA
20
Teachers Advisors
New York
$37.2M 434,051 +5,546 +1%
AI
21
Accredited Investors
Minnesota
$36.7M 427,968 -17,290 -4%
US Bancorp
22
US Bancorp
Minnesota
$36.3M 423,372 -3,597 -0.8%
HI
23
Horizon Investments
North Carolina
$35.6M 414,582 +414,582 New
LPL Financial
24
LPL Financial
California
$32.3M 376,879 +2,871 +0.8%
Goldman Sachs
25
Goldman Sachs
New York
$29.3M 340,995 +331,452 +3,473%
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