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iShares Russell Mid-Cap ETF
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Overview Fund Activity

436 hedge funds and large institutions have $8.01B invested in iShares Russell Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 160 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+43
Holders Change %
+10.94%
% of All Funds
11.64%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.83%
New
76
Increased
160
Reduced
115
Closed
24
Calls
$19.5M
Puts
$3.69M
Net Calls
+$15.8M
Net Calls Change
+$9.94M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$863M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.33B
3
Wells Fargo
3
Wells Fargo
California
$872M
4
Northern Trust
4
Northern Trust
Illinois
$150M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$96.9M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$9.69M
2
Citigroup
2
Citigroup
New York
$61.8M
3
AssetMark Inc
3
AssetMark Inc
California
$64K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.7M
5
HNB
5
Huntington National Bank
Ohio
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
251
SignatureFD
Georgia
$691K +$24.4K +584 +4%
MFBTD
252
MB Financial Bank - Trust Department
Illinois
$681K -$699K -16,760 -51%
FHB
253
First Hawaiian Bank
Hawaii
$679K – – –
OC
254
Oppenheimer & Co
New York
$672K -$181K -4,340 -21%
Simplex Trading
255
Simplex Trading
Illinois
$671K +$671K +16,060 New
1SB
256
1ST Source Bank
Indiana
$665K +$27.9K +668 +4%
MCM
257
Manchester Capital Management
Vermont
$663K +$569K +13,632 +604%
FHA
258
First Horizon Advisors
Tennessee
$660K +$54.2K +1,296 +9%
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$655K – – –
JCM
260
Jag Capital Management
Missouri
$624K +$624K +14,940 New
HH
261
Hilltop Holdings
Texas
$622K +$128K +3,068 +26%
ACA
262
Anchor Capital Advisors
Massachusetts
$602K +$602K +14,404 New
LI
263
LMCG Investments
Massachusetts
$596K – – –
ZF
264
Zhang Financial
Michigan
$596K +$334 +8 +0.1%
BKA
265
Brick & Kyle Associates
Pennsylvania
$582K +$582K +13,944 New
FBT
266
Founders Bank & Trust
Michigan
$575K +$104K +2,492 +22%
MCM
267
MAI Capital Management
Ohio
$575K +$575K +13,768 New
CIA
268
Choate Investment Advisors
Massachusetts
$565K +$565K +13,528 New
HTC
269
Haverford Trust Company
Pennsylvania
$564K +$351K +8,400 +165%
FAAS
270
First Allied Advisory Services
California
$557K -$751K -17,800 -57%
LBC
271
Lowe Brockenbrough & Co
Virginia
$557K -$121K -2,900 -18%
GFG
272
Gray Financial Group
Georgia
$554K +$554K +13,268 New
IC
273
Iconiq Capital
California
$551K – – –
Barclays
274
Barclays
United Kingdom
$538K -$5.31M -127,392 -91%
TSW
275
Thompson Siegel & Walmsley
Virginia
$536K – – –
9 10
11
12 13