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iShares Russell Mid-Cap ETF
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Overview Fund Activity

341 hedge funds and large institutions have $5.37B invested in iShares Russell Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 17 closing their positions.

Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
11.06%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.97%
New
34
Increased
127
Reduced
102
Closed
17
Calls
$85.9M
Puts
$95.7M
Net Calls
-$9.79M
Net Calls Change
-$14.4M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$43.2M
2
U
2
UBS
Switzerland
$204M
3
FC
3
Fairpointe Capital
Illinois
$33.9M
4
Bank of America
4
Bank of America
North Carolina
$475M
5
TCT
5
TIAA CREF Trust
Missouri
$275M

Top Sellers

1
FEG
1
Fund Evaluation Group
Ohio
$100M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.3M
3
SF
3
Synovus Financial
Georgia
$43M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$0
5
FBNAT
5
FirstMerit Bank N.A. Trustee
Ohio
$43.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
26
Fairpointe Capital
Illinois
$33.9M 976,400 +821,200 +529%
Citigroup
27
Citigroup
New York
$31.2M 897,564 +24,352 +3%
FTIOP
28
Fiduciary Trust International of Pennsylvania
Pennsylvania
$26.8M 770,272 +98,180 +15%
Invesco
29
Invesco
Georgia
$25.3M 728,720 +50,048 +7%
HFS
30
HL Financial Services
Kentucky
$25.3M 727,892 -20,120 -3%
MA
31
MUFG Americas
New York
$24.2M 695,988 +381,376 +121%
SI
32
Stephens Inc
Arkansas
$23.4M 674,256 -27,460 -4%
WSTAM
33
Wilbanks Smith & Thomas Asset Management
Virginia
$23.3M 671,456 +89,972 +15%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$22.3M 640,016 -88,064 -12%
WT
35
Wilmington Trust
Delaware
$22M 632,144 +239,060 +61%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$21.9M 630,412 -19,324 -3%
MIH
37
Madison Investment Holdings
Wisconsin
$21.5M 619,088 +67,712 +12%
JIC
38
Johnson Investment Counsel
Ohio
$21.2M 609,036 +3,440 +0.6%
BF
39
BOK Financial
Oklahoma
$20.3M 584,428 +7,036 +1%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$20M 575,068 +18,624 +3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$18.3M 526,268 -285,240 -35%
BC
42
Brookfield Corp
Ontario, Canada
$18.1M 521,256 +460,052 +752%
CCMG
43
Clark Capital Management Group
Pennsylvania
$17.8M 510,788 -36,764 -7%
Truist Financial
44
Truist Financial
North Carolina
$17M 489,776 -5,224 -1%
TFA
45
Transamerica Financial Advisors
Florida
$16.2M 466,048 +5,904 +1%
BWM
46
Baystate Wealth Management
Massachusetts
$14.6M 421,008 +21,092 +5%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$14M 402,216 +2,056 +0.5%
WT
48
Washington Trust
Rhode Island
$13.3M 381,832 +35,168 +10%
MAA
49
Managed Account Advisors
New Jersey
$11.8M 340,344 +212,612 +166%
JFG
50
JMG Financial Group
Illinois
$11M 316,108 -980 -0.3%
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