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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 %
S
251
SignatureFD
Georgia
$716K – – –
HH
252
Hilltop Holdings
Texas
$716K +$71.7K +1,656 +11%
FHA
253
First Horizon Advisors
Tennessee
$705K +$20.6K +476 +3%
MFBTD
254
MB Financial Bank - Trust Department
Illinois
$702K -$3.81K -88 -0.5%
OC
255
Oppenheimer & Co
New York
$695K -$865 -20 -0.1%
1SB
256
1ST Source Bank
Indiana
$687K -$1.73K -40 -0.3%
LBC
257
Lowe Brockenbrough & Co
Virginia
$686K +$109K +2,520 +19%
FHB
258
First Hawaiian Bank
Hawaii
$672K -$32.4K -748 -5%
HTC
259
Haverford Trust Company
Pennsylvania
$665K +$80.4K +1,856 +14%
WPC
260
White Pine Capital
Minnesota
$650K +$112K +2,580 +21%
JCM
261
Jag Capital Management
Missouri
$647K – – –
VNA
262
Valley National Advisers
Pennsylvania
$645K +$216K +4,980 +50%
MCM
263
Manchester Capital Management
Vermont
$641K -$46.2K -1,068 -7%
ST
264
Sageworth Trust
Pennsylvania
$635K -$173K -3,992 -21%
BFO
265
Boston Family Office
Massachusetts
$627K +$187K +4,316 +42%
UBS AM
266
UBS AM
Illinois
$624K +$83.7K +1,936 +15%
CCM
267
Crossvault Capital Management
Texas
$623K +$175K +4,040 +39%
LI
268
LMCG Investments
Massachusetts
$618K – – –
ZF
269
Zhang Financial
Michigan
$618K +$519 +12 +0.1%
MCM
270
MAI Capital Management
Ohio
$605K +$8.66K +200 +1%
BKA
271
Brick & Kyle Associates
Pennsylvania
$603K – – –
AWE
272
Avidian Wealth Enterprises
Texas
$583K +$583K +13,468 New
CS
273
Comerica Securities
Michigan
$580K +$181K +4,184 +45%
GFG
274
Gray Financial Group
Georgia
$577K +$2.77K +64 +0.5%
IC
275
Iconiq Capital
California
$571K – – –
9 10
11
12 13