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iShares Russell Mid-Cap ETF
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Overview Fund Activity

385 hedge funds and large institutions have $5.98B invested in iShares Russell Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 113 reducing their positions, and 11 closing their positions.

Holders
385
Holders Change
+44
Holders Change %
+12.9%
% of All Funds
11.18%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.84%
New
60
Increased
139
Reduced
113
Closed
11
Calls
$39.9M
Puts
$31.6M
Net Calls
+$8.34M
Net Calls Change
+$18.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$544M
2
Citigroup
2
Citigroup
New York
$64.2M
3
TCT
3
TIAA CREF Trust
Missouri
$320M
4
Wells Fargo
4
Wells Fargo
California
$675M
5
U
5
UBS
Switzerland
$236M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$14.4M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.09B
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$474M
5
WA
5
WESPAC Advisors
California
$217K
Name Market Value Shares Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$37.5M 249,973 +5,240 +2%
WT
27
Wilmington Trust
Delaware
$35.4M 235,868 +77,832 +49%
FTIOP
28
Fiduciary Trust International of Pennsylvania
Pennsylvania
$29.5M 196,940 +4,372 +2%
MA
29
MUFG Americas
New York
$29M 193,264 +19,267 +11%
MAA
30
Managed Account Advisors
New Jersey
$28.5M 189,932 +104,846 +123%
Invesco
31
Invesco
Georgia
$28.4M 189,550 +7,370 +4%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$27M 179,891 +19,887 +12%
HFS
33
HL Financial Services
Kentucky
$26.4M 176,137 -5,836 -3%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$25.3M 168,926 +1,062 +0.6%
SI
35
Stephens Inc
Arkansas
$25.2M 167,984 -580 -0.3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$25.1M 167,540 +23,773 +17%
MIH
37
Madison Investment Holdings
Wisconsin
$24.5M 163,624 +8,852 +6%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$23.8M 158,735 +1,132 +0.7%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$22.8M 152,160 +20,593 +16%
JIC
40
Johnson Investment Counsel
Ohio
$22.8M 151,934 -325 -0.2%
BF
41
BOK Financial
Oklahoma
$22M 146,395 +288 +0.2%
BC
42
Brookfield Corp
Ontario, Canada
$20.8M 138,814 +8,500 +7%
WT
43
Washington Trust
Rhode Island
$18.5M 123,175 +27,717 +29%
Truist Financial
44
Truist Financial
North Carolina
$18.4M 122,638 +194 +0.2%
TFA
45
Transamerica Financial Advisors
Florida
$18.1M 120,366 +3,854 +3%
BWM
46
Baystate Wealth Management
Massachusetts
$16.9M 112,684 +7,432 +7%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$15.8M 105,429 +4,875 +5%
Bessemer Group
48
Bessemer Group
New Jersey
$14.4M 96,128 -214,600 -69%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$12.5M 83,063 +8,281 +11%
JFG
50
JMG Financial Group
Illinois
$11.3M 75,482 -3,545 -4%
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