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iShares Russell Mid-Cap ETF
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Overview Fund Activity

397 hedge funds and large institutions have $6.34B invested in iShares Russell Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 23 closing their positions.

Holders
397
Holders Change
+12
Holders Change %
+3.12%
% of All Funds
11.47%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.9%
New
38
Increased
133
Reduced
129
Closed
23
Calls
$15.9M
Puts
$619K
Net Calls
+$15.3M
Net Calls Change
+$6.95M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$608M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.16B
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$29.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$24.9M
5
Wells Fargo
5
Wells Fargo
California
$719M

Top Sellers

1
FC
1
Fairpointe Capital
Illinois
$0
2
Invesco
2
Invesco
Georgia
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BUB
5
BBVA USA Bancshares
Texas
$63.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
401
Susquehanna International Group
Pennsylvania
– – -54,412 Closed
TH
402
Timber Hill
Connecticut
– – -13,405 Closed
ST
403
Spot Trading
Illinois
– – -11,388 Closed
BP
404
Banyan Partners
Florida
– – -6,525 Closed
GF
405
Gerstein Fisher
New York
– – -6,324 Closed
NAP
406
New Amsterdam Partners
New York
– – -4,863 Closed
EARNEST Partners
407
EARNEST Partners
Georgia
– – -4,494 Closed
AWA
408
AmeriServ Wealth Advisors
Pennsylvania
– – -2,930 Closed
ClearBridge Investments
409
ClearBridge Investments
New York
– – -2,410 Closed
DWT
410
Dorsey & Whitney Trust
South Dakota
– – -2,275 Closed
AT
411
Arden Trust
Delaware
– – -1,743 Closed
WA
412
WESPAC Advisors
California
– – -1,445 Closed
Fayez Sarofim & Co
413
Fayez Sarofim & Co
Texas
– – -1,434 Closed
AIM
414
Aspen Investment Management
Michigan
– – -1,340 Closed
BGIM
415
Brandywine Global Investment Management
Pennsylvania
– – -65 Closed
EU
416
Emory University
Georgia
– – -50 Closed
NMIS
417
Northwestern Mutual Investment Services
Wisconsin
– – -49 Closed
WF
418
WealthTrust Fairport
Ohio
– – -30 Closed
HR
419
Howe & Rusling
New York
– – -27 Closed
PFO
420
Pathstone Family Office
New Jersey
– – -23 Closed
Parallax Volatility Advisers
421
Parallax Volatility Advisers
California
– – – –
QCMNJ
422
Quantum Capital Management (New Jersey)
New Jersey
$0 1 +1 New
13 14 15 16
17