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iShares Russell Mid-Cap ETF
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Overview Fund Activity

446 hedge funds and large institutions have $8.8B invested in iShares Russell Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+10
Holders Change %
+2.29%
% of All Funds
11.9%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.99%
New
51
Increased
176
Reduced
125
Closed
31
Calls
$15.1M
Puts
$4.24M
Net Calls
+$10.9M
Net Calls Change
-$4.98M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1B
2
Wells Fargo
Wells Fargo
California
$957M
3
GLI
Guardian Life Insurance
New York
$40.7M
4
TCT
TIAA CREF Trust
Missouri
$513M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$34.6M

Top Sellers

1
KeyBank National Association
KeyBank National Association
Ohio
$198M
2
BTS
BB&T Securities
Virginia
$25.8M
3
MAA
Managed Account Advisors
New Jersey
$27.8M
4
BFA
Beaumont Financial Advisors
Massachusetts
$0
5
PCM
Penn Capital Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
376
Lenox Wealth Advisors
New York
$168K – – –
PIM
377
Parasol Investment Management
Illinois
$162K – – –
BCP
378
Blue Chip Partners
Michigan
$160K -$15.4K -356 -9%
BAM
379
Barrett Asset Management
New York
$160K – – –
OC
380
Oakworth Capital
Alabama
$156K -$8.26K -192 -5%
WOC
381
West Oak Capital
California
$156K – – –
TIM
382
Tortoise Investment Management
New York
$151K – – –
PCTC
383
Perkins Coie Trust Company
Washington
$147K +$147K +3,400 New
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$147K +$30.3K +700 +26%
JFA
385
JNBA Financial Advisors
Minnesota
$146K – – –
First Manhattan
386
First Manhattan
New York
$143K +$143K +3,316 New
CBT
387
Central Bank & Trust
Kentucky
$130K +$40K +924 +45%
CFA
388
CT Financial Advisors
Pennsylvania
$126K +$519 +12 +0.4%
TCOV
389
Trust Company of Vermont
Vermont
$118K +$20.2K +464 +21%
HI
390
Hudock Inc
Pennsylvania
$111K -$13.9K -320 -11%
SHJ
391
Sharkey, Howes & Javer
Colorado
$110K +$110K +2,532 New
SAM
392
Solaris Asset Management
New York
$104K – – –
MOACM
393
Mutual of America Capital Management
New York
$104K +$69.3K +1,600 +200%
CC
394
Cassaday & Co
Virginia
$102K -$399K -36,832 -80%
FNBSF
395
First National Bank Sioux Falls
South Dakota
$96K – – –
LWM
396
LBA Wealth Management
Florida
$94K – – –
BG
397
Bollard Group
Massachusetts
$87K +$174 +4 +0.2%
RFA
398
Reilly Financial Advisors
California
$81K -$7.95K -184 -9%
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80K – – –
JIC
400
Joel Isaacson & Co
New York
$78K – – –
14 15
16
17 18