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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 %
SF
26
Synovus Financial
Georgia
$50.4M 301,808 +8,230 +3%
BTS
27
BB&T Securities
Virginia
$45.2M 27,032 +23,709 +713%
SG Americas Securities
28
SG Americas Securities
New York
$43.1M 257,751 -6,991 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$42.1M 252,311 +81,404 +48%
MAA
30
Managed Account Advisors
New Jersey
$40.7M 243,708 +88,017 +57%
MA
31
MUFG Americas
New York
$37.4M 224,083 +19,061 +9%
FTIOP
32
Fiduciary Trust International of Pennsylvania
Pennsylvania
$35.2M 210,873 -1,434 -0.7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$32.7M 196,020 -77,518 -28%
SI
34
Stephens Inc
Arkansas
$31.1M 185,894 -923 -0.5%
WT
35
Washington Trust
Rhode Island
$30.7M 183,729 +7,079 +4%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$29.9M 179,102 +9,900 +6%
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$29.1M 174,152 +17,285 +11%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$28.9M 172,810 +2,474 +1%
Truist Financial
39
Truist Financial
North Carolina
$27.2M 162,748 +20,236 +14%
BF
40
BOK Financial
Oklahoma
$27M 161,773 -11,452 -7%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$26.2M 157,108 -27,712 -15%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$25.8M 154,580 +34,515 +29%
CI
43
Conning Inc
Connecticut
$24.7M 147,907 – –
HFS
44
HL Financial Services
Kentucky
$24.5M 146,652 -5,038 -3%
JIC
45
Johnson Investment Counsel
Ohio
$24.5M 146,434 -2,254 -2%
TFA
46
Transamerica Financial Advisors
Florida
$22.8M 136,529 +6,750 +5%
BWM
47
Baystate Wealth Management
Massachusetts
$22.5M 134,750 +1,921 +1%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$20.1M 120,413 +8,191 +7%
CTB
49
Country Trust Bank
Illinois
$20M 119,450 +9,358 +9%
MIH
50
Madison Investment Holdings
Wisconsin
$17.6M 105,588 +11,776 +13%
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