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iShares Russell Mid-Cap ETF
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Overview Fund Activity

385 hedge funds and large institutions have $5.98B invested in iShares Russell Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 113 reducing their positions, and 11 closing their positions.

Holders
385
Holders Change
+44
Holders Change %
+12.9%
% of All Funds
11.18%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.84%
New
60
Increased
139
Reduced
113
Closed
11
Calls
$39.9M
Puts
$31.6M
Net Calls
+$8.34M
Net Calls Change
+$18.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$544M
2
Citigroup
2
Citigroup
New York
$64.2M
3
TCT
3
TIAA CREF Trust
Missouri
$320M
4
Wells Fargo
4
Wells Fargo
California
$675M
5
U
5
UBS
Switzerland
$236M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$14.4M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.09B
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$474M
5
WA
5
WESPAC Advisors
California
$217K
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
376
Community Financial System
New York
$12K 77 +77 New
BGIM
377
Brandywine Global Investment Management
Pennsylvania
$10K 65 – –
KCPG
378
Kavar Capital Partners Group
Kansas
$9K 61 +61 New
CFA
379
Carroll Financial Associates
North Carolina
$8K 60 – –
EU
380
Emory University
Georgia
$7K 50 – –
NMIS
381
Northwestern Mutual Investment Services
Wisconsin
$7K 49 +49 New
HR
382
Howe & Rusling
New York
$4K 27 – –
WF
383
WealthTrust Fairport
Ohio
$4K 30 – –
PFO
384
Pathstone Family Office
New Jersey
$3K 23 – –
AIA
385
Alerus Investment Advisors
Minnesota
$3K 24 – –
TF
386
Tompkins Financial
New York
$2K 13 – –
CCMG
387
Clark Capital Management Group
Pennsylvania
– – -127,697 Closed
MC
388
Middleton & Co
Massachusetts
– – -9,565 Closed
SAG
389
Sterne Agee Group
Alabama
– – -8,460 Closed
DS
390
DRW Securities
Illinois
– – -6,104 Closed
FHC
391
First Heartland Consultants
Missouri
– – -5,324 Closed
WI
392
WHV Investments
California
– – -4,284 Closed
GC
393
Guggenheim Capital
Illinois
– – -3,050 Closed
PFBT
394
Parkside Financial Bank & Trust
Missouri
– – -1,954 Closed
Parallax Volatility Advisers
395
Parallax Volatility Advisers
California
– – -1,412 Closed
PP
396
Palladium Partners
Virginia
– – -175 Closed
WCM
397
Wealthcare Capital Management
Virginia
– – -75 Closed
NC
398
NewSquare Capital
Pennsylvania
– – – –
Jane Street
399
Jane Street
New York
– – – –
12 13 14 15
16