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iShares Russell Mid-Cap ETF
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Overview Fund Activity

394 hedge funds and large institutions have $6.8B invested in iShares Russell Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 148 increasing their positions, 132 reducing their positions, and 25 closing their positions.

Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
11.33%
Holding in Top 10
31
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
24
Increased
148
Reduced
132
Closed
25
Calls
$10.4M
Puts
$880K
Net Calls
+$9.56M
Net Calls Change
-$5.73M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$702M
2
TCT
2
TIAA CREF Trust
Missouri
$377M
3
CI
3
Conning Inc
Connecticut
$25.5M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$24.2M
5
CTB
5
Country Trust Bank
Illinois
$16.7M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
Citigroup
2
Citigroup
New York
$52.4M
3
U
3
UBS
Switzerland
$245M
4
BCM
4
Brookstone Capital Management
Illinois
$0
5
ANTB
5
AMG National Trust Bank
Colorado
$81.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$42.4M 260,653 +4,430 +2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$39.6M 243,466 +74,204 +44%
FTIOP
28
Fiduciary Trust International of Pennsylvania
Pennsylvania
$35M 215,132 +1,293 +0.6%
MA
29
MUFG Americas
New York
$33M 202,702 +18 +0%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$30.8M 189,575 +22,481 +13%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$30.5M 187,821 -1,595 -0.8%
SI
32
Stephens Inc
Arkansas
$29.8M 183,137 +3,218 +2%
BF
33
BOK Financial
Oklahoma
$28M 172,137 +24,823 +17%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$27.8M 171,072 -529 -0.3%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$27.2M 167,140 +2,925 +2%
WT
36
Washington Trust
Rhode Island
$26.7M 164,488 +12,251 +8%
CI
37
Conning Inc
Connecticut
$25.5M 156,807 +150,301 +2,310%
CCMG
38
Clark Capital Management Group
Pennsylvania
$25.1M 154,709 -6,286 -4%
HFS
39
HL Financial Services
Kentucky
$25.1M 154,401 -12,206 -7%
JIC
40
Johnson Investment Counsel
Ohio
$24.3M 149,596 +55 +0%
BFA
41
Beaumont Financial Advisors
Massachusetts
$24.2M 148,804 +148,804 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$24.1M 148,412 -44,897 -23%
MAA
43
Managed Account Advisors
New Jersey
$23.2M 142,898 -23,731 -14%
Truist Financial
44
Truist Financial
North Carolina
$21.1M 129,788 +5,329 +4%
TFA
45
Transamerica Financial Advisors
Florida
$20.7M 127,392 +8,092 +7%
BWM
46
Baystate Wealth Management
Massachusetts
$20.3M 124,736 +6,858 +6%
MIH
47
Madison Investment Holdings
Wisconsin
$19.9M 122,500 -33,919 -22%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$18.2M 111,825 +6,962 +7%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$17.7M 108,633 -996 -0.9%
CTB
50
Country Trust Bank
Illinois
$16.7M 102,479 +102,479 New
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