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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 %
FWP
301
FAS Wealth Partners
Kansas
$455K +$47.3K +1,092 +12%
FNB
302
Farmers National Bank
Kentucky
$455K +$118K +2,732 +35%
MCM
303
Maryland Capital Management
Maryland
$448K – – –
MMG
304
Monetary Management Group
Missouri
$424K +$4.33K +100 +1%
AC
305
Alexandria Capital
Virginia
$422K – – –
BWFM
306
Bridgewater Wealth & Financial Management
Maryland
$422K +$2.08K +48 +0.5%
BPCE
307
Bank Pictet & Cie (Europe)
Germany
$414K +$414K +9,560 New
NSIM
308
North Star Investment Management
Illinois
$405K – – –
KCM
309
Kanawha Capital Management
Virginia
$403K – – –
SPC
310
Sigma Planning Corp
Michigan
$401K +$80.9K +1,868 +25%
PO
311
Private Ocean
California
$399K +$1.56K +36 +0.4%
TSWM
312
Triangle Securities Wealth Management
North Carolina
$394K – – –
BFG
313
Bouchey Financial Group
New York
$391K -$7.63K -176 -2%
CB
314
Chemical Bank
Michigan
$391K -$520 -12 -0.1%
ST
315
Smithfield Trust
Pennsylvania
$385K – – –
TAM
316
Trillium Asset Management
Massachusetts
$375K +$375K +8,660 New
PGIM
317
Pacific Global Investment Management
California
$368K – – –
Chevy Chase Trust
318
Chevy Chase Trust
Maryland
$364K -$8.67K -200 -2%
KIA
319
KCM Investment Advisors
California
$363K – – –
OSNBOA
320
Old Second National Bank of Aurora
Illinois
$361K – – –
MCM
321
Maple Capital Management
Vermont
$350K -$4.33K -100 -1%
UBWV
322
United Bank (West Virginia)
West Virginia
$348K – – –
PL
323
Parkwood LLC
Ohio
$347K +$347K +8,024 New
SIA
324
Starfire Investment Advisers
Michigan
$347K +$347K +8,016 New
AWM
325
Altavista Wealth Management
North Carolina
$346K -$86.5K -2,000 -20%
11 12
13
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