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iShares Russell Mid-Cap ETF
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Overview Fund Activity

341 hedge funds and large institutions have $5.37B invested in iShares Russell Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
11.06%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.97%
New
34
Increased
127
Reduced
102
Closed
17
Calls
$85.9M
Puts
$95.7M
Net Calls
-$9.79M
Net Calls Change
-$14.4M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$43.2M
2
U
UBS
Switzerland
$204M
3
FC
Fairpointe Capital
Illinois
$33.9M
4
Bank of America
Bank of America
North Carolina
$475M
5
TCT
TIAA CREF Trust
Missouri
$275M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$100M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.3M
3
SF
Synovus Financial
Georgia
$43M
4
BFA
Beaumont Financial Advisors
Massachusetts
$0
5
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
226
Zhang Financial
Michigan
$494K +$834 +24 +0.2%
UCFA
227
United Capital Financial Advisors
Texas
$488K -$558K -16,060 -53%
AWM
228
Altavista Wealth Management
North Carolina
$487K – – –
AWA
229
AmeriServ Wealth Advisors
Pennsylvania
$477K -$41.7K -1,200 -8%
NES
230
New England Securities
New York
$477K +$167K +4,800 +54%
RP
231
Riverbridge Partners
Minnesota
$470K +$60.3K +1,736 +15%
WB
232
WesBanco Bank
West Virginia
$463K -$5.98K -172 -1%
IC
233
Iconiq Capital
California
$459K +$459K +13,200 New
TSW
234
Thompson Siegel & Walmsley
Virginia
$446K – – –
GF
235
Gerstein Fisher
New York
$440K – – –
MFBTD
236
MB Financial Bank - Trust Department
Illinois
$432K +$405K +11,680 +1,529%
GC
237
Guggenheim Capital
Illinois
$424K -$321K -9,240 -43%
WPC
238
White Pine Capital
Minnesota
$422K +$29.5K +848 +8%
AC
239
Alexandria Capital
Virginia
$421K -$10.4K -300 -2%
HCA
240
Harbour Capital Advisors
Virginia
$419K – – –
WCM
241
Windsor Capital Management
Arizona
$412K +$139 +4 +0%
AWMS
242
Advocacy Wealth Management Services
Georgia
$407K -$13.9K -400 -3%
Axa
243
Axa
France
$404K -$306K -8,800 -43%
CNB
244
City National Bank
California
$402K +$26.7K +768 +7%
1SB
245
1ST Source Bank
Indiana
$401K +$125K +3,608 +45%
PSI
246
Pinnacle Summer Investments
Virginia
$382K -$42.9K -1,236 -10%
FA
247
FDx Advisors
Illinois
$380K +$380K +10,932 New
ST
248
Smithfield Trust
Pennsylvania
$378K -$13.9K -400 -4%
PCM
249
Penn Capital Management
Pennsylvania
$376K -$285K -8,180 -43%
Natixis Advisors
250
Natixis Advisors
Massachusetts
$371K +$41.8K +1,204 +13%
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