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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 Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$10.4M +$488K +14,048 +5%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$10M -$988K -28,420 -9%
MWM
53
Merriman Wealth Management
Washington
$9.94M -$314K -9,040 -3%
Creative Planning
54
Creative Planning
Kansas
$9.51M -$1.53K -44 -0%
VFS
55
VSR Financial Services
Kansas
$9.18M +$1.23M +35,340 +15%
BJL
56
Brighton Jones LLC
Washington
$8.91M -$612K -17,592 -6%
AII
57
AGF Investments Inc
Ontario, Canada
$8.81M -$541K -15,600 -6%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$8.64M +$627K +18,044 +8%
MWP
59
MYCIO Wealth Partners
Pennsylvania
$8.61M -$876K -25,200 -9%
DADC
60
D.A. Davidson & Co
Montana
$8.14M +$1.34M +38,644 +20%
AAM
61
Aberdeen Asset Management
United Kingdom
$8M +$3.01M +86,380 +60%
WTNA
62
Wilmington Trust National Association
Delaware
$7.97M +$1.99M +57,096 +33%
CCM
63
Coldstream Capital Management
Washington
$7.9M +$101K +2,896 +1%
CAN
64
Cetera Advisor Networks
California
$7.57M +$580K +16,700 +8%
CHFS
65
Cobble Hill Financial Services
New Jersey
$7.37M – – –
MSA
66
Mason Street Advisors
Wisconsin
$7.23M – – –
PI
67
Placemark Investments
Illinois
$7.02M +$216K +6,208 +3%
SIC
68
Salem Investment Counselors
North Carolina
$6.88M +$646K +18,576 +10%
GG
69
Gofen & Glossberg
Illinois
$6.81M +$455K +13,100 +7%
CANC
70
Culbertson A N & Co
Virginia
$6.8M -$15.9K -456 -0.2%
PG
71
Proffitt & Goodson
Tennessee
$6.76M +$239K +6,868 +4%
SCM
72
Steward Capital Management
Michigan
$6.63M +$2.37K +68 +0%
Mariner
73
Mariner
Kansas
$6.59M -$306K -8,808 -4%
CBU
74
CIBC Bank USA
Illinois
$6.36M -$6.52M -187,568 -51%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$6.02M -$26K -748 -0.4%
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