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iShares Russell Mid-Cap ETF
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Overview Fund Activity

446 hedge funds and large institutions have $8.8B invested in iShares Russell Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+10
Holders Change %
+2.29%
% of All Funds
11.9%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.99%
New
51
Increased
176
Reduced
125
Closed
31
Calls
$15.1M
Puts
$4.24M
Net Calls
+$10.9M
Net Calls Change
-$4.98M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$106M
2
Wells Fargo
Wells Fargo
California
+$53.4M
3
GLI
Guardian Life Insurance
New York
+$40.7M
4
TCT
TIAA CREF Trust
Missouri
+$36.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$34.6M

Top Sellers

1
KeyBank National Association
KeyBank National Association
Ohio
-$23.8M
2
BTS
BB&T Securities
Virginia
-$21M
3
MAA
Managed Account Advisors
New Jersey
-$14.4M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$9.69M
5
PCM
Penn Capital Management
Pennsylvania
-$8.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Strategic Capital Alternatives
United States
$930K +$930K +21,480 New
CCG
227
Cypress Capital Group
Florida
$907K -$34.6K -800 -4%
FB
228
Fulton Bank
Pennsylvania
$893K -$61.3K -1,416 -6%
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
$892K +$132K +3,020 +17%
FAAS
230
First Allied Advisory Services
California
$890K +$316K +7,268 +55%
CCM
231
Covington Capital Management
California
$879K – – –
OCM
232
One Capital Management
California
$877K +$23K +532 +3%
SWP
233
Stratos Wealth Partners
Ohio
$877K +$147K +3,396 +20%
I
234
IberiaBank
Louisiana
$873K -$1.39K -32 -0.2%
GLRA
235
Gerald L. Ray & Associates
Texas
$863K +$42.1K +972 +5%
IF
236
Ironwood Financial
Arizona
$846K -$9.01K -208 -1%
BG
237
Bahl & Gaynor
Ohio
$825K +$59.1K +1,364 +8%
AWM
238
Avior Wealth Management
Nebraska
$818K -$14.9K -344 -2%
CNB
239
City National Bank
California
$799K +$28.6K +660 +4%
RPGK
240
Retirement Planning Group (Kansas)
Kansas
$795K -$10.7K -248 -1%
GHAM
241
Gilman Hill Asset Management
Connecticut
$786K +$232K +5,360 +42%
ONB
242
Old National Bancorp
Indiana
$786K +$786K +18,152 New
LIC
243
Lodestar Investment Counsel
Illinois
$776K +$776K +17,940 New
WB
244
WesBanco Bank
West Virginia
$764K +$381K +8,800 +99%
FT
245
Fiduciary Trust
Massachusetts
$758K – – –
SAM
246
Stringer Asset Management
Tennessee
$748K +$748K +17,288 New
FFBTD
247
First Financial Bank - Trust Division
Ohio
$746K – – –
CCM
248
Catawba Capital Management
Virginia
$744K – – –
AL
249
Aspiriant LLC
California
$736K – – –
BB
250
Busey Bank
Illinois
$727K +$727K +16,796 New
8 9
10
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