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iShares Russell Mid-Cap ETF
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Overview Fund Activity

385 hedge funds and large institutions have $5.98B invested in iShares Russell Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 113 reducing their positions, and 11 closing their positions.

Holders
385
Holders Change
+44
Holders Change %
+12.9%
% of All Funds
11.18%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.84%
New
60
Increased
139
Reduced
113
Closed
11
Calls
$39.9M
Puts
$31.6M
Net Calls
+$8.34M
Net Calls Change
+$18.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$544M
2
Citigroup
2
Citigroup
New York
$64.2M
3
TCT
3
TIAA CREF Trust
Missouri
$320M
4
Wells Fargo
4
Wells Fargo
California
$675M
5
U
5
UBS
Switzerland
$236M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$14.4M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.09B
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$474M
5
WA
5
WESPAC Advisors
California
$217K
Name Market Value Shares Shares
Change 		Shares
Change %
RTS
101
Round Table Services
New Jersey
$4.5M 30,010 -2,400 -7%
RNS
102
Robert N. Shapiro
$4.42M 29,458 -7,504 -20%
PSUF
103
People's United Financial
Connecticut
$4.39M 29,241 -604 -2%
CS
104
Credit Suisse
Switzerland
$4.38M 29,168 -10,346 -26%
CT
105
Coastline Trust
Rhode Island
$4.27M 28,484 -6 -0%
JWM
106
Jacobus Wealth Management
Wisconsin
$4.24M 28,237 +5,656 +25%
Schroder Investment Management Group
107
Schroder Investment Management Group
United Kingdom
$4.12M 27,500 +22,400 +439%
BCI
108
Brinker Capital Investments
Pennsylvania
$4M 26,672 -454 -2%
WB
109
Webster Bank
Connecticut
$3.89M 25,923 +11,130 +75%
RFC
110
Regions Financial Corp
Alabama
$3.88M 25,861 +1,325 +5%
Neuberger Berman Group
111
Neuberger Berman Group
New York
$3.86M 25,749 +2,191 +9%
SC
112
SouthState Corp
Florida
$3.85M 25,695 +1,099 +4%
MWP
113
MYCIO Wealth Partners
Pennsylvania
$3.82M 25,460 -36,428 -59%
BPB
114
Badgley, Phelps & Bell
Washington
$3.77M 25,160 – –
Charles Schwab
115
Charles Schwab
California
$3.66M 24,400 +24,400 New
HS
116
Huntington Steele
Pennsylvania
$3.47M 23,104 +1,707 +8%
EA
117
Elm Advisors
California
$3.4M 22,642 +22,642 New
FCB
118
First Citizens Bancorporation
South Carolina
$3.26M 21,739 -1,165 -5%
William Blair & Company
119
William Blair & Company
Illinois
$3.18M 21,231 -960 -4%
FTUS
120
Flow Traders U.S.
New York
$3.16M 21,047 +21,047 New
HSBC Holdings
121
HSBC Holdings
United Kingdom
$3.09M 20,620 -725 -3%
NAM
122
NTV Asset Management
West Virginia
$3.07M 20,490 – –
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$3.04M 20,285 +1,220 +6%
PFM
124
Phillips Financial Management
Indiana
$2.98M 20,026 -194 -1%
SI
125
SII Investments
Wisconsin
$2.95M 19,734 +1,486 +8%
3 4
5
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