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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 %
PP
326
Palladium Partners
Virginia
$24K -$16.7K -488 -41%
1IC
327
1919 Investment Counsel
Maryland
$21K -$7.38K -208 -26%
ARMC
328
American Research & Management Company
Massachusetts
$21K – – –
MCM
329
Munder Capital Management
Michigan
$14K – – –
LNB
330
Ledyard National Bank
$14K +$14K +400 New
ECM
331
Exchange Capital Management
Michigan
$13K – – –
WRM
332
Westport Resources Management
Connecticut
$13K – – –
BGIM
333
Brandywine Global Investment Management
Pennsylvania
$10K – – –
WCM
334
Wealthcare Capital Management
Virginia
$10K – – –
CFA
335
Carroll Financial Associates
North Carolina
$8K – – –
EU
336
Emory University
Georgia
$7K – – –
SFSIG
337
San Francisco Sentry Investment Group
California
$5K +$5K +144 New
HR
338
Howe & Rusling
New York
$4K -$4K -108 -50%
WF
339
WealthTrust Fairport
Ohio
$4K – – –
AIA
340
Alerus Investment Advisors
Minnesota
$3K – – –
PFO
341
Pathstone Family Office
New Jersey
$3K – – –
TF
342
Tompkins Financial
New York
$2K +$2K +52 New
BFA
343
Beaumont Financial Advisors
Massachusetts
– -$7.73M -237,916 Closed
RJFSA
344
Raymond James Financial Services Advisors
Florida
– -$1.82M -55,908 Closed
SBCM
345
Silver Bridge Capital Management
Massachusetts
– -$1.16M -35,800 Closed
AB
346
Atlas Brown
Kentucky
– -$1.06M -32,600 Closed
MC
347
Miles Capital
Iowa
– -$725K -22,316 Closed
AL
348
Aspiriant LLC
California
– -$552K -17,000 Closed
JCM
349
Jag Capital Management
Missouri
– -$393K -12,100 Closed
FCBT
350
First Citizens Bank & Trust
North Carolina
– -$220K -6,776 Closed
11 12 13
14
15