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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 %
MSA
76
Mason Street Advisors
Wisconsin
$8.68M 51,965 – –
CCM
77
Coldstream Capital Management
Washington
$8.47M 50,680 -2,477 -5%
GT
78
Glenview Trust
Kentucky
$8.38M 50,149 +50,149 New
CC
79
Curian Capital
Colorado
$8.3M 49,702 +977 +2%
PG
80
Proffitt & Goodson
Tennessee
$8.18M 48,980 -489 -1%
PCM
81
Penn Capital Management
Pennsylvania
$8.05M 48,197 +45,274 +1,549%
Mariner
82
Mariner
Kansas
$7.92M 47,443 +1,639 +4%
FA
83
FDx Advisors
Illinois
$7.89M 47,240 +12,224 +35%
CANC
84
Culbertson A N & Co
Virginia
$7.8M 46,684 -174 -0.4%
AII
85
AGF Investments Inc
Ontario, Canada
$7.46M 44,700 -2,900 -6%
PI
86
Placemark Investments
Illinois
$7.34M 43,951 +760 +2%
SJIM
87
St. Johns Investment Management
Florida
$7.19M 43,056 +728 +2%
AFG
88
Albion Financial Group
Utah
$6.96M 41,664 -612 -1%
DADC
89
D.A. Davidson & Co
Montana
$6.81M 40,745 -510 -1%
WTC
90
WhitTier Trust Company
Nevada
$6.75M 40,413 -173 -0.4%
AW
91
Alpha Windward
Massachusetts
$6.45M 38,611 +281 +0.7%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$6.44M 38,542 +489 +1%
SCG
93
Sonata Capital Group
Washington
$6.35M 37,989 +37,989 New
GLA
94
Great Lakes Advisors
Illinois
$6.17M 36,930 +22,791 +161%
MC
95
Martin & Co
Tennessee
$6.15M 36,818 +245 +0.7%
WSFS
96
Wilmington Savings Fund Society
Delaware
$6.12M 36,616 -332 -0.9%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$5.82M 34,829 +5,158 +17%
Charles Schwab
98
Charles Schwab
California
$5.8M 34,700 – –
GT
99
Glenmede Trust
Pennsylvania
$5.79M 34,652 +4,371 +14%
FNFDCM
100
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.78M 34,587 -20 -0.1%
2 3
4
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