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iShares Russell Mid-Cap ETF
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Overview Fund Activity

394 hedge funds and large institutions have $6.8B invested in iShares Russell Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 148 increasing their positions, 132 reducing their positions, and 25 closing their positions.

Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
11.33%
Holding in Top 10
31
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
24
Increased
148
Reduced
132
Closed
25
Calls
$10.4M
Puts
$880K
Net Calls
+$9.56M
Net Calls Change
-$5.73M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$702M
2
TCT
2
TIAA CREF Trust
Missouri
$377M
3
CI
3
Conning Inc
Connecticut
$25.5M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$24.2M
5
CTB
5
Country Trust Bank
Illinois
$16.7M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
Citigroup
2
Citigroup
New York
$52.4M
3
U
3
UBS
Switzerland
$245M
4
BCM
4
Brookstone Capital Management
Illinois
$0
5
ANTB
5
AMG National Trust Bank
Colorado
$81.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LBC
226
Lowe Brockenbrough & Co
Virginia
$792K 4,870 +445 +10%
GLRA
227
Gerald L. Ray & Associates
Texas
$771K 4,741 -504 -10%
CAMI
228
Concord Asset Management (Illinois)
Illinois
$753K 4,655 +520 +13%
AWM
229
Avior Wealth Management
Nebraska
$750K 4,611 -80 -2%
RPGK
230
Retirement Planning Group (Kansas)
Kansas
$749K 4,610 +113 +3%
I
231
IberiaBank
Louisiana
$714K 4,391 -34 -0.8%
BG
232
Bahl & Gaynor
Ohio
$708K 4,358 – –
FFBTD
233
First Financial Bank - Trust Division
Ohio
$700K 4,308 -244 -5%
CCM
234
Catawba Capital Management
Virginia
$698K 4,295 – –
AL
235
Aspiriant LLC
California
$691K 4,250 – –
KFS
236
KMS Financial Services
Washington
$680K 4,181 +90 +2%
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$674K 4,150 -15,695 -79%
MFBTD
238
MB Financial Bank - Trust Department
Illinois
$672K 4,135 -2 -0%
FHB
239
First Hawaiian Bank
Hawaii
$668K 4,111 – –
HSA
240
HBK Sorce Advisory
Pennsylvania
$665K 4,089 -938 -19%
S
241
SignatureFD
Georgia
$648K 3,989 – –
IPC
242
Independent Portfolio Consultants
Florida
$648K 3,985 +1,040 +35%
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$637K 3,921 +300 +8%
1SB
244
1ST Source Bank
Indiana
$620K 3,813 +51 +1%
CNB
245
City National Bank
California
$618K 3,804 +577 +18%
JCM
246
Jag Capital Management
Missouri
$607K 3,735 +3,735 New
RJT
247
Raymond James Trust
Florida
$596K 3,665 -2,160 -37%
GHAM
248
Gilman Hill Asset Management
Connecticut
$593K 3,649 +2,342 +179%
LI
249
LMCG Investments
Massachusetts
$580K 3,569 +2,397 +205%
ZF
250
Zhang Financial
Michigan
$579K 3,560 – –
8 9
10
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