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iShares Russell Mid-Cap ETF
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Overview Fund Activity

397 hedge funds and large institutions have $6.34B invested in iShares Russell Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 23 closing their positions.

Holders
397
Holders Change
+12
Holders Change %
+3.12%
% of All Funds
11.47%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.9%
New
38
Increased
133
Reduced
129
Closed
23
Calls
$15.9M
Puts
$619K
Net Calls
+$15.3M
Net Calls Change
+$6.95M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$608M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.16B
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$29.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$24.9M
5
Wells Fargo
5
Wells Fargo
California
$719M

Top Sellers

1
FC
1
Fairpointe Capital
Illinois
$0
2
Invesco
2
Invesco
Georgia
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BUB
5
BBVA USA Bancshares
Texas
$63.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BB
326
Bell Bank
North Dakota
$218K 1,410 +1,410 New
SSB
327
Sandy Spring Bank
Maryland
$217K 1,400 -9,453 -87%
CWM
328
Concert Wealth Management
California
$216K 1,428 +1,428 New
MHS
329
M Holdings Securities
Oregon
$209K 1,349 -1,000 -43%
GA
330
Geneva Advisors
Illinois
$205K 1,322 +1,322 New
GHAM
331
Gilman Hill Asset Management
Connecticut
$202K 1,307 +757 +138%
Jane Street
332
Jane Street
New York
$200K 1,293 +1,293 New
LI
333
LMCG Investments
Massachusetts
$181K 1,172 +14 +1%
LFG
334
LifePlan Financial Group
Ohio
$169K 1,093 +182 +20%
CTC
335
Central Trust Company
Missouri
$168K 1,085 – –
CGT
336
Capital Guardian Trust
California
$167K 1,080 +1,080 New
BBHC
337
Brown Brothers Harriman & Co
New York
$161K 1,042 – –
PFG
338
Pacific Financial Group
Washington
$158K 1,020 – –
MI
339
Markston International
New York
$155K 1,000 – –
OC
340
Oakworth Capital
Alabama
$151K 975 – –
LWA
341
Lenox Wealth Advisors
New York
$151K 969 – –
TIM
342
Tortoise Investment Management
New York
$144K 931 – –
BAM
343
Barrett Asset Management
New York
$143K 925 – –
WOC
344
West Oak Capital
California
$139K 900 – –
WA
345
WFG Advisors
Texas
$136K 880 -599 -41%
CFA
346
CT Financial Advisors
Pennsylvania
$126K 728 +728 New
SNT
347
Security National Trust
West Virginia
$121K 779 – –
JFA
348
JNBA Financial Advisors
Minnesota
$115K 742 – –
WRM
349
Westport Resources Management
Connecticut
$112K 726 +200 +38%
HI
350
Hudock Inc
Pennsylvania
$111K 720 +720 New
12 13
14
15 16