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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

329 hedge funds and large institutions have $4.09B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 95 reducing their positions, and 29 closing their positions.

Holders
329
Holders Change
+6
Holders Change %
+1.86%
% of All Funds
8.78%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.59%
New
41
Increased
115
Reduced
95
Closed
29
Calls
$2.51M
Puts
$803K
Net Calls
+$1.7M
Net Calls Change
+$333K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$68.2M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$83.8M
3
FMP
3
Financial Management Professionals
Texas
$41.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$91.6M
5
ZB
5
Zions Bancorporation
Utah
$35.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$354M
2
MAA
2
Managed Account Advisors
New Jersey
$13.9M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.6M
4
Comerica Bank
4
Comerica Bank
Texas
$11.6M
5
CMO
5
Covenant Multifamily Offices
Texas
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$370M 3,782,398 +277,831 +8%
Wells Fargo
2
Wells Fargo
California
$354M 3,614,903 -1,313,044 -27%
Morgan Stanley
3
Morgan Stanley
New York
$314M 3,205,306 +310,061 +11%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$187M 1,914,410 -82,417 -4%
M&T Bank
5
M&T Bank
New York
$180M 1,835,556 +214,535 +13%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$179M 1,831,263 -11,230 -0.6%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$156M 1,591,952 +80,338 +5%
UBS Group
8
UBS Group
Switzerland
$147M 1,502,348 +148,249 +11%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$141M 1,438,480 +63,318 +5%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$100M 1,023,898 +3,986 +0.4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$94.4M 964,043 +60,402 +7%
Goldman Sachs
12
Goldman Sachs
New York
$91.6M 935,311 +370,284 +66%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$83.8M 855,887 +430,275 +101%
SB
14
Suntrust Banks
Georgia
$80.6M 822,687 -14,493 -2%
CB
15
Commerce Bank
Missouri
$72.2M 737,209 +77,836 +12%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$68.3M 697,235 +63,610 +10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$68.2M 696,373 +573,210 +465%
SI
18
Stephens Inc
Arkansas
$66.4M 678,506 -26,964 -4%
LPL Financial
19
LPL Financial
California
$61M 625,001 +171,024 +38%
JIC
20
Johnson Investment Counsel
Ohio
$57.6M 587,953 -6,771 -1%
SF
21
Synovus Financial
Georgia
$53.6M 547,127 +3,576 +0.7%
TA
22
Teachers Advisors
New York
$49.5M 505,391 – –
PWAG
23
Polaris Wealth Advisory Group
California
$45.6M 465,150 -40,449 -8%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$44.4M 453,896 -7,600 -2%
FMP
25
Financial Management Professionals
Texas
$41.8M 427,180 +427,180 New
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