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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 %
RMAM
426
Raab & Moskowitz Asset Management
New Jersey
$21K 123 +123 New
GWA
427
Genesis Wealth Advisors
Massachusetts
$20.9K 120 +120 New
LNB
428
Ledyard National Bank
$17K 100 – –
ASN
429
Advisory Services Network
Georgia
$14K 87 +87 New
CFA
430
Carroll Financial Associates
North Carolina
$10K 60 -84 -58%
SEI Investments
431
SEI Investments
Pennsylvania
$10K 59 +59 New
WC
432
Whitnell & Co
Illinois
$8K 45 +45 New
PWM
433
ParenteBeard Wealth Management
Pennsylvania
$4.85K 810 -4,127 -84%
NG
434
NatWest Group
United Kingdom
$3.89K 23,262 -12,284 -35%
WA
435
WealthTrust-Arizona
Arizona
$3K 17 +17 New
BRWA
436
B. Riley Wealth Advisors
Florida
$298 1,784 +20 +1%
MAS
437
Madden Advisory Services
Florida
– – -23,885 Closed
TRCT
438
Tower Research Capital (TRC)
New York
– – -12,537 Closed
EWM
439
Evercore Wealth Management
New York
– – -11,785 Closed
HCC
440
Hirtle Callaghan & Co
Pennsylvania
– – -7,642 Closed
Jane Street
441
Jane Street
New York
– – -5,503 Closed
EP
442
Edgestream Partners
New Jersey
– – -3,496 Closed
GC
443
Guggenheim Capital
Illinois
– – -3,400 Closed
AWE
444
Avidian Wealth Enterprises
Texas
– – -3,367 Closed
PTC
445
Private Trust Company
Ohio
– – -3,356 Closed
VKH
446
Virtu KCG Holdings
New York
– – -2,376 Closed
FAT
447
First American Trust
California
– – -2,103 Closed
VFAM
448
Valley Forge Asset Management
Pennsylvania
– – -2,000 Closed
Millennium Management
449
Millennium Management
New York
– – -1,909 Closed
NCM
450
Narwhal Capital Management
Georgia
– – -1,600 Closed
15 16 17
18
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