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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 %
WA
426
Winfield Associates
Ohio
$26K – – –
FWM
427
Focused Wealth Management
New York
$26K – – –
SEI Investments
428
SEI Investments
Pennsylvania
$26K +$15.7K +360 +153%
ASN
429
Advisory Services Network
Georgia
$24K +$8.76K +200 +57%
CWM
430
Catamount Wealth Management
Connecticut
$24K +$24K +560 New
GWA
431
Genesis Wealth Advisors
Massachusetts
$20.7K – – –
WCM
432
Wealthcare Capital Management
Virginia
$20K +$20K +460 New
LNB
433
Ledyard National Bank
$17K – – –
TRCT
434
Tower Research Capital (TRC)
New York
$17K +$17K +400 New
GI
435
Gradient Investments
Minnesota
$16K -$5.05M -120,036 -100%
IP
436
Investment Partners
Ohio
$11K +$11K +252 New
CFA
437
Carroll Financial Associates
North Carolina
$10K – – –
RPG
438
Risk Paradigm Group
Texas
$8.14K +$8.14K +188 New
WAS
439
Winch Advisory Services
Wisconsin
$6K +$6K +132 New
DW
440
Domani Wealth
Pennsylvania
$4.92K +$4.92K +3,404 New
WA
441
WealthTrust-Arizona
Arizona
$3K – – –
W
442
Wealthfront
California
$2K +$2K +44 New
FNBOO
443
First National Bank of Omaha
Nebraska
$1.39K +$216 +5,040 +18%
VC
444
Vicus Capital
Pennsylvania
$242 +$16 +360 +7%
Manulife (Manufacturers Life Insurance)
445
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51 +$51 +1,184 New
BFA
446
Beaumont Financial Advisors
Massachusetts
– -$9.69M -232,060 Closed
PCM
447
Penn Capital Management
Pennsylvania
– -$8.05M -192,788 Closed
TH
448
Timber Hill
Connecticut
– -$5.61M -134,256 Closed
CIBC World Market
449
CIBC World Market
Ontario, Canada
– -$4.77M -114,192 Closed
FC
450
Fairpointe Capital
Illinois
– -$4.29M -102,664 Closed
15 16 17
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