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iShares Russell Mid-Cap ETF
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Overview Fund Activity

436 hedge funds and large institutions have $8.01B invested in iShares Russell Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 160 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
436
Holders Change
+43
Holders Change %
+10.94%
% of All Funds
11.64%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.83%
New
76
Increased
160
Reduced
115
Closed
24
Calls
$19.5M
Puts
$3.69M
Net Calls
+$15.8M
Net Calls Change
+$9.94M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$237M
2
Bank of America
2
Bank of America
North Carolina
$863M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.33B
4
Wells Fargo
4
Wells Fargo
California
$872M
5
Northern Trust
5
Northern Trust
Illinois
$150M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$9.69M
2
Citigroup
2
Citigroup
New York
$61.8M
3
AssetMark Inc
3
AssetMark Inc
California
$64K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.7M
5
ANTB
5
AMG National Trust Bank
Colorado
$72.2M
Name Market Value Shares Shares
Change 		Shares
Change %
KIA
326
KCM Investment Advisors
California
$350K 2,097 – –
OSNBOA
327
Old Second National Bank of Aurora
Illinois
$349K 2,088 +2,088 New
MCM
328
Maple Capital Management
Vermont
$342K 2,045 – –
CCFCSB
329
Cape Cod Five Cents Savings Bank
Massachusetts
$340K 2,035 – –
UBWV
330
United Bank (West Virginia)
West Virginia
$335K 2,010 – –
WA
331
Waverly Advisors
Alabama
$332K 1,985 +8 +0.4%
FNB
332
Farmers National Bank
Kentucky
$324K 1,942 +1,942 New
PA
333
Paracle Advisors
Washington
$323K 1,938 +31 +2%
KPA
334
Keel Point Advisors
Virginia
$311K 1,862 +1,862 New
SPC
335
Sigma Planning Corp
Michigan
$309K 1,849 +1,849 New
AIP
336
Ameritas Investment Partners
Nebraska
$301K 1,807 -341 -16%
TNB
337
Thomasville National Bank
Georgia
$301K 1,800 – –
BPBT
338
Boston Private Bank & Trust
Massachusetts
$293K 1,752 – –
TH
339
TCTC Holdings
Texas
$293K 1,753 – –
WI
340
Wedgewood Investors
Pennsylvania
$293K 1,755 +1,755 New
CG
341
Caprock Group
Idaho
$284K 1,699 +1,699 New
MIM
342
Midwest Investment Management
Ohio
$283K 1,700 – –
IAA
343
Ironsides Asset Advisors
North Carolina
$277K 1,660 – –
CPSAC
344
Chas P. Smith & Associates (CPS)
Florida
$276K 1,650 – –
BFS
345
Bradley Foster & Sargent
Connecticut
$276K 1,652 +273 +20%
UFA
346
US Financial Advisors
Massachusetts
$276K 1,650 +1,650 New
FNBTCON
347
First National Bank & Trust Co of Newtown
Pennsylvania
$274K 1,638 – –
LDB
348
Lee, Danner & Bass
Tennessee
$268K 1,605 – –
AIM
349
Advantage Investment Management
Iowa
$265K 1,585 +1,585 New
MCA
350
Mercer Capital Advisers
New Jersey
$262K 1,566 +1,566 New
12 13
14
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