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iShares Russell Mid-Cap ETF
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Overview Fund Activity

447 hedge funds and large institutions have $8.94B invested in iShares Russell Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 159 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
12.06%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.94%
New
35
Increased
159
Reduced
132
Closed
28
Calls
$2.86M
Puts
$937K
Net Calls
+$1.92M
Net Calls Change
-$8.94M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53B
2
Bank of America
Bank of America
North Carolina
$1.04B
3
TCT
TIAA CREF Trust
Missouri
$555M
4
Wells Fargo
Wells Fargo
California
$974M
5
M&T Bank
M&T Bank
New York
$145M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$0
2
CCMG
Clark Capital Management Group
Pennsylvania
$10.2M
3
FEG
Fund Evaluation Group
Ohio
$125M
4
FBFS
First Business Financial Services
Wisconsin
$0
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
326
Old Second National Bank of Aurora
Illinois
$356K – – –
UBWV
327
United Bank (West Virginia)
West Virginia
$343K – – –
AWM
328
Altavista Wealth Management
North Carolina
$341K – – –
ST
329
Smithfield Trust
Pennsylvania
$340K -$38.3K -900 -10%
KIA
330
KCM Investment Advisors
California
$335K -$21.8K -512 -6%
VC
331
Vicus Capital
Pennsylvania
$335K +$96.7K +2,272 +41%
BRWA
332
B. Riley Wealth Advisors
Florida
$333K +$8.53K +200 +3%
CCFCSB
333
Cape Cod Five Cents Savings Bank
Massachusetts
$330K -$4.26K -100 -1%
PA
334
Paracle Advisors
Washington
$328K +$1.02K +24 +0.3%
WA
335
Waverly Advisors
Alabama
$327K -$10.2K -240 -3%
AB
336
Atlas Brown
Kentucky
$320K +$99.6K +2,320 +45%
HW
337
Hancock Whitney
Mississippi
$312K – – –
Chevy Chase Trust
338
Chevy Chase Trust
Maryland
$309K -$47.7K -1,124 -13%
TNB
339
Thomasville National Bank
Georgia
$307K – – –
AWA
340
Arete Wealth Advisors
Illinois
$304K +$304K +7,144 New
BW
341
Bison Wealth
Georgia
$301K +$35.8K +844 +13%
WI
342
Wedgewood Investors
Pennsylvania
$299K – – –
BAS
343
Brown Advisory Securities
Maryland
$297K +$58.2K +1,372 +24%
CPSAC
344
Chas P. Smith & Associates (CPS)
Florida
$293K +$11.8K +276 +4%
MIM
345
Midwest Investment Management
Ohio
$289K – – –
LDB
346
Lee, Danner & Bass
Tennessee
$284K +$17.1K +400 +6%
IAA
347
Ironsides Asset Advisors
North Carolina
$283K – – –
BFS
348
Bradley Foster & Sargent
Connecticut
$281K -$40K -940 -12%
FNBTCON
349
First National Bank & Trust Co of Newtown
Pennsylvania
$278K -$681 -16 -0.2%
AIP
350
Ameritas Investment Partners
Nebraska
$269K -$54.7K -1,284 -17%
12 13
14
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