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iShares Russell Mid-Cap ETF
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Overview Fund Activity

397 hedge funds and large institutions have $6.34B invested in iShares Russell Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 23 closing their positions.

Holders
397
Holders Change
+12
Holders Change %
+3.12%
% of All Funds
11.47%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.9%
New
38
Increased
133
Reduced
129
Closed
23
Calls
$15.9M
Puts
$619K
Net Calls
+$15.3M
Net Calls Change
+$6.95M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$608M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.16B
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$29.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$24.9M
5
Wells Fargo
5
Wells Fargo
California
$719M

Top Sellers

1
FC
1
Fairpointe Capital
Illinois
$0
2
Invesco
2
Invesco
Georgia
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BUB
5
BBVA USA Bancshares
Texas
$63.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WTNA
51
Wilmington Trust National Association
Delaware
$11.9M 76,792 +13,845 +22%
VFS
52
VSR Financial Services
Kansas
$11.9M 76,780 +5,005 +7%
CA
53
Cumberland Advisors
Florida
$11.6M 74,910 +74,910 New
CG
54
Colony Group
Massachusetts
$11.1M 71,989 +1,476 +2%
BCM
55
Brookstone Capital Management
Illinois
$11M 71,332 +23,448 +49%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$11M 71,039 -1,244 -2%
SIMM
57
Stillwater Investment Management (Minnesota)
Minnesota
$10.8M 69,509 +4,281 +7%
CBU
58
CIBC Bank USA
Illinois
$10.7M 69,221 +13,463 +24%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$10.5M 68,076 +2,957 +5%
Creative Planning
60
Creative Planning
Kansas
$9.97M 64,411 -1,470 -2%
CAN
61
Cetera Advisor Networks
California
$9.42M 60,895 +2,342 +4%
BJL
62
Brighton Jones LLC
Washington
$9.39M 60,650 -1,123 -2%
AII
63
AGF Investments Inc
Ontario, Canada
$8.39M 54,200 -3,400 -6%
CHFS
64
Cobble Hill Financial Services
New Jersey
$8.28M 53,500 +500 +0.9%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$8.13M 52,527 +37,858 +258%
DADC
66
D.A. Davidson & Co
Montana
$8.1M 52,365 -3,084 -6%
CCM
67
Coldstream Capital Management
Washington
$8.07M 52,139 -4,633 -8%
HighTower Advisors
68
HighTower Advisors
Illinois
$8.06M 52,093 +423 +0.8%
MSA
69
Mason Street Advisors
Wisconsin
$8.04M 51,965 – –
SIC
70
Salem Investment Counselors
North Carolina
$8.04M 51,938 +1,380 +3%
SYBT
71
Stock Yards Bank & Trust
Kentucky
$7.94M 51,273 -2,303 -4%
GG
72
Gofen & Glossberg
Illinois
$7.83M 50,325 +1,525 +3%
PI
73
Placemark Investments
Illinois
$7.61M 49,161 -2,069 -4%
CANC
74
Culbertson A N & Co
Virginia
$7.52M 48,582 -90 -0.2%
PG
75
Proffitt & Goodson
Tennessee
$7.46M 48,217 -272 -0.6%
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