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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 %
WB
251
WesBanco Bank
West Virginia
$571K 3,513 +20 +0.6%
AWM
252
Altavista Wealth Management
North Carolina
$569K 3,500 – –
CONA
253
Capital One National Association
New York
$554K 3,409 +943 +38%
BFG
254
Bouchey Financial Group
New York
$550K 3,386 -14,981 -82%
Luther King Capital Management (LKCM)
255
Luther King Capital Management (LKCM)
Texas
$549K 3,380 -51 -1%
FHA
256
First Horizon Advisors
Tennessee
$548K 3,383 -74 -2%
PTC
257
Private Trust Company
Ohio
$546K 3,356 +181 +6%
AWE
258
Avidian Wealth Enterprises
Texas
$545K 3,367 +3,367 New
IC
259
Iconiq Capital
California
$536K 3,300 – –
TSW
260
Thompson Siegel & Walmsley
Virginia
$521K 3,208 – –
FT
261
Fiduciary Trust
Massachusetts
$516K 3,172 +370 +13%
HCM
262
HM Capital Management
Missouri
$508K 3,120 +3,120 New
HCA
263
Harbour Capital Advisors
Virginia
$490K 3,015 – –
FAAM
264
First Allied Asset Management
California
$489K 3,017 +206 +7%
NPIT
265
National Penn Investors Trust
Pennsylvania
$488K 3,001 -20 -0.7%
RP
266
Riverbridge Partners
Minnesota
$486K 2,988 -352 -11%
LW
267
Linscomb Wealth
Texas
$478K 2,939 – –
Axa
268
Axa
France
$472K 2,905 – –
WCM
269
Windsor Capital Management
Arizona
$471K 2,899 +62 +2%
PCM
270
Penn Capital Management
Pennsylvania
$462K 2,841 +469 +20%
MCM
271
Maryland Capital Management
Maryland
$461K 2,834 -200 -7%
PSI
272
Pinnacle Summer Investments
Virginia
$447K 2,750 – –
HH
273
Hilltop Holdings
Texas
$447K 2,750 +250 +10%
ST
274
Smithfield Trust
Pennsylvania
$432K 2,653 -33 -1%
MMG
275
Monetary Management Group
Missouri
$427K 2,625 -1,150 -30%
9 10
11
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