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iShares Russell Mid-Cap ETF
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Overview Fund Activity

341 hedge funds and large institutions have $5.37B invested in iShares Russell Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
11.06%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.97%
New
34
Increased
127
Reduced
102
Closed
17
Calls
$85.9M
Puts
$95.7M
Net Calls
-$9.79M
Net Calls Change
-$14.4M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$43.2M
2
U
UBS
Switzerland
$204M
3
FC
Fairpointe Capital
Illinois
$33.9M
4
Bank of America
Bank of America
North Carolina
$475M
5
TCT
TIAA CREF Trust
Missouri
$275M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$100M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.3M
3
SF
Synovus Financial
Georgia
$43M
4
BFA
Beaumont Financial Advisors
Massachusetts
$0
5
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
301
Central Trust Company
Missouri
$134K -$24.4K -700 -15%
WOC
302
West Oak Capital
California
$125K – – –
LFG
303
LifePlan Financial Group
Ohio
$120K – – –
RFA
304
Reilly Financial Advisors
California
$115K – – –
SNT
305
Security National Trust
West Virginia
$108K +$108K +3,116 New
TAIM
306
TD Ameritrade Investment Management
Nebraska
$107K +$52.6K +1,508 +97%
JFA
307
JNBA Financial Advisors
Minnesota
$103K – – –
BC
308
Bartlett & Co
Ohio
$81K -$30.5K -880 -27%
FNBSF
309
First National Bank Sioux Falls
South Dakota
$77K -$13K -376 -14%
BOK
310
Bank of Kentucky
Kentucky
$73K +$13.9K +400 +24%
CBT
311
Central Bank & Trust
Kentucky
$72K – – –
BBHC
312
Brown Brothers Harriman & Co
New York
$70K -$102K -2,940 -59%
TCOV
313
Trust Company of Vermont
Vermont
$66K – – –
JIC
314
Joel Isaacson & Co
New York
$62K – – –
KTC
315
Kistler-Tiffany Companies
Pennsylvania
$60K – – –
PAS
316
Partnervest Advisory Services
California
$60K +$60K +1,716 New
DBT
317
Dubuque Bank & Trust
Iowa
$59K – – –
ACM
318
Antonetti Capital Management
Florida
$50K – – –
CDIA
319
Capital Directions Investment Advisors
Georgia
$42K – – –
MCM
320
Manchester Capital Management
Vermont
$39K – – –
OIA
321
Optimum Investment Advisors
Illinois
$39K +$39K +1,124 New
ST
322
Stifel Trust
Missouri
$37K – – –
FWM
323
Focused Wealth Management
New York
$34K +$34K +980 New
AA
324
Apriem Advisors
California
$30K – – –
HDIM
325
Hanson & Doremus Investment Management
Vermont
$26K – – –
11 12
13
14 15