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iShares Russell Mid-Cap ETF
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Overview Fund Activity

394 hedge funds and large institutions have $6.8B invested in iShares Russell Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 148 increasing their positions, 132 reducing their positions, and 25 closing their positions.

Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
11.33%
Holding in Top 10
31
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
24
Increased
148
Reduced
132
Closed
25
Calls
$10.4M
Puts
$880K
Net Calls
+$9.56M
Net Calls Change
-$5.73M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$702M
2
TCT
2
TIAA CREF Trust
Missouri
$377M
3
CI
3
Conning Inc
Connecticut
$25.5M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$24.2M
5
CTB
5
Country Trust Bank
Illinois
$16.7M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
Citigroup
2
Citigroup
New York
$52.4M
3
U
3
UBS
Switzerland
$245M
4
BCM
4
Brookstone Capital Management
Illinois
$0
5
ANTB
5
AMG National Trust Bank
Colorado
$81.5M
Name Market Value Shares Shares
Change 		Shares
Change %
NIM
326
Northeast Investment Management
Massachusetts
$244K 1,500 – –
BAS
327
Brown Advisory Securities
Maryland
$243K 1,496 -65 -4%
CFB
328
Cullen/Frost Bankers
Texas
$238K 1,465 – –
DCM
329
Donaldson Capital Management
Indiana
$235K 1,448 -22 -1%
SCP
330
Syntal Capital Partners
Texas
$228K 1,406 -399 -22%
M
331
MOTCO
Texas
$228K 1,407 -240 -15%
CWM
332
Concert Wealth Management
California
$226K 1,444 +16 +1%
YU
333
Yale University
Connecticut
$219K 1,348 +1,348 New
VC
334
Vicus Capital
Pennsylvania
$215K 1,320 +1,320 New
BEAM
335
Baker Ellis Asset Management
Washington
$212K 1,303 +1,303 New
CIA
336
Capital Investment Advisors
Georgia
$209K 1,285 +1,285 New
HTC
337
Haverford Trust Company
Pennsylvania
$207K 1,275 +1,275 New
BOS
338
Bank of Stockton
California
$206K 1,270 +1,270 New
AIM
339
Aspen Investment Management
Michigan
$202K 1,240 +1,240 New
CTC
340
Central Trust Company
Missouri
$193K 1,185 +100 +9%
BBHC
341
Brown Brothers Harriman & Co
New York
$169K 1,042 – –
PFG
342
Pacific Financial Group
Washington
$166K 1,020 – –
LWA
343
Lenox Wealth Advisors
New York
$166K 1,036 +67 +7%
MI
344
Markston International
New York
$163K 1,000 – –
OC
345
Oakworth Capital
Alabama
$156K 955 -20 -2%
BAM
346
Barrett Asset Management
New York
$150K 925 – –
WOC
347
West Oak Capital
California
$146K 900 – –
TIM
348
Tortoise Investment Management
New York
$138K 850 -81 -9%
SNT
349
Security National Trust
West Virginia
$127K 779 – –
JFA
350
JNBA Financial Advisors
Minnesota
$121K 742 – –
12 13
14
15 16