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iShares Russell Mid-Cap ETF
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Overview Fund Activity

385 hedge funds and large institutions have $5.98B invested in iShares Russell Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 113 reducing their positions, and 11 closing their positions.

Holders
385
Holders Change
+44
Holders Change %
+12.9%
% of All Funds
11.18%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.84%
New
60
Increased
139
Reduced
113
Closed
11
Calls
$39.9M
Puts
$31.6M
Net Calls
+$8.34M
Net Calls Change
+$18.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$544M
2
Citigroup
2
Citigroup
New York
$64.2M
3
TCT
3
TIAA CREF Trust
Missouri
$320M
4
Wells Fargo
4
Wells Fargo
California
$675M
5
U
5
UBS
Switzerland
$236M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$14.4M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.09B
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$474M
5
WA
5
WESPAC Advisors
California
$217K
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
301
Narwhal Capital Management
Georgia
$274K 1,825 -200 -10%
TNB
302
Thomasville National Bank
Georgia
$270K 1,800 – –
1IC
303
1919 Investment Counsel
Maryland
$266K 1,769 +1,621 +1,095%
CFB
304
Cullen/Frost Bankers
Texas
$262K 1,745 +1,745 New
AT
305
Arden Trust
Delaware
$261K 1,743 +1,743 New
BAS
306
Brown Advisory Securities
Maryland
$260K 1,736 +15 +0.9%
MIM
307
Midwest Investment Management
Ohio
$254K 1,700 – –
PTC
308
Private Trust Company
Ohio
$251K 1,673 +461 +38%
M
309
MOTCO
Texas
$247K 1,647 -161 -9%
FNBTCON
310
First National Bank & Trust Co of Newtown
Pennsylvania
$246K 1,638 – –
BPBT
311
Boston Private Bank & Trust
Massachusetts
$246K 1,642 +319 +24%
LDB
312
Lee, Danner & Bass
Tennessee
$241K 1,605 – –
FDCC
313
Foster Dykema Cabot & Co
Massachusetts
$235K 1,564 – –
HCM
314
Howland Capital Management
Massachusetts
$231K 1,543 – –
NIM
315
Northeast Investment Management
Massachusetts
$225K 1,500 +1,500 New
WA
316
WFG Advisors
Texas
$222K 1,479 – –
DCM
317
Donaldson Capital Management
Indiana
$220K 1,470 – –
WA
318
WESPAC Advisors
California
$217K 1,445 -37,515 -96%
Fayez Sarofim & Co
319
Fayez Sarofim & Co
Texas
$215K 1,434 +1,434 New
DSC
320
Duncker Streett & Co
Missouri
$207K 1,383 +9 +0.7%
FC
321
FCA Corp
Texas
$207K 1,378 +1,378 New
FBT
322
Founders Bank & Trust
Michigan
$201K 1,394 +331 +31%
AIM
323
Aspen Investment Management
Michigan
$201K 1,340 +1,340 New
M&T Bank
324
M&T Bank
New York
$189K 1,262 +272 +27%
LWM
325
LBA Wealth Management
Florida
$189K 1,260 +1,260 New
11 12
13
14 15