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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 %
Bessemer Group
51
Bessemer Group
New Jersey
$15.6M 95,728 – –
WTNA
52
Wilmington Trust National Association
Delaware
$14.3M 88,173 +11,381 +15%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$13.4M 82,229 +11,190 +16%
JFG
54
JMG Financial Group
Illinois
$13.3M 81,899 +4,010 +5%
VFS
55
VSR Financial Services
Kansas
$12.8M 78,591 +1,811 +2%
SIMM
56
Stillwater Investment Management (Minnesota)
Minnesota
$12.4M 76,082 +6,573 +9%
CBU
57
CIBC Bank USA
Illinois
$12.2M 74,771 +5,550 +8%
CA
58
Cumberland Advisors
Florida
$12M 73,520 -1,390 -2%
CG
59
Colony Group
Massachusetts
$11M 67,487 -4,502 -6%
Creative Planning
60
Creative Planning
Kansas
$10.4M 64,276 -135 -0.2%
CAN
61
Cetera Advisor Networks
California
$10.1M 62,412 +1,517 +2%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$10.1M 62,083 -5,993 -9%
BJL
63
Brighton Jones LLC
Washington
$9.8M 60,301 -349 -0.6%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$9.69M 59,638 +7,111 +14%
GG
65
Gofen & Glossberg
Illinois
$8.79M 54,087 +3,762 +7%
HighTower Advisors
66
HighTower Advisors
Illinois
$8.77M 53,934 +1,841 +4%
CHFS
67
Cobble Hill Financial Services
New Jersey
$8.7M 53,500 – –
CCM
68
Coldstream Capital Management
Washington
$8.65M 53,207 +1,068 +2%
MSA
69
Mason Street Advisors
Wisconsin
$8.45M 51,965 – –
SIC
70
Salem Investment Counselors
North Carolina
$8.31M 51,123 -815 -2%
CC
71
Curian Capital
Colorado
$8.26M 50,834 +17,794 +54%
AII
72
AGF Investments Inc
Ontario, Canada
$8.21M 50,500 -3,700 -7%
PG
73
Proffitt & Goodson
Tennessee
$8.13M 49,989 +1,772 +4%
HNB
74
Huntington National Bank
Ohio
– – – –
SYBT
75
Stock Yards Bank & Trust
Kentucky
$8.05M 49,508 -1,765 -3%
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3
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