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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 %
RTS
101
Round Table Services
New Jersey
$4.65M 30,058 +48 +0.2%
SC
102
SouthState Corp
Florida
$4.55M 29,378 +3,683 +14%
RNS
103
Robert N. Shapiro
$4.53M 29,260 -198 -0.7%
AIM
104
Acropolis Investment Management
Missouri
$4.46M 28,807 -1,235 -4%
PSUF
105
People's United Financial
Connecticut
$4.45M 28,756 -485 -2%
JWM
106
Jacobus Wealth Management
Wisconsin
$4.42M 28,557 +320 +1%
RJA
107
Raymond James & Associates
Florida
$4.4M 28,429 -4,659 -14%
CT
108
Coastline Trust
Rhode Island
$4.3M 27,759 -725 -3%
Ameriprise
109
Ameriprise
Minnesota
$4.22M 27,235 -4,139 -13%
BCI
110
Brinker Capital Investments
Pennsylvania
$4.12M 26,609 -63 -0.2%
WB
111
Webster Bank
Connecticut
$4.12M 26,587 +664 +3%
MWP
112
MYCIO Wealth Partners
Pennsylvania
$4.03M 26,026 +566 +2%
SI
113
SII Investments
Wisconsin
$3.86M 26,204 +6,470 +33%
RFC
114
Regions Financial Corp
Alabama
$3.79M 24,497 -1,364 -5%
BPB
115
Badgley, Phelps & Bell
Washington
$3.78M 24,430 -730 -3%
PAG
116
Private Advisor Group
New Jersey
$3.74M 24,168 +6,264 +35%
MAS
117
Madden Advisory Services
Florida
$3.7M 23,885 +17,275 +261%
AHS
118
Aspiriant Holdings S3
California
$3.65M 23,559 -15,148 -39%
IH
119
IFC Holdings
Florida
$3.62M 23,694 +5,717 +32%
GI
120
Gradient Investments
Minnesota
$3.36M 21,700 +4,215 +24%
NPC
121
National Planning Corporation
California
$3.35M 21,397 +7,561 +55%
EVM
122
Eaton Vance Management
Massachusetts
$3.33M 21,517 +11,336 +111%
EA
123
Elm Advisors
California
$3.29M 21,232 -1,410 -6%
Neuberger Berman Group
124
Neuberger Berman Group
New York
$3.28M 21,216 -4,533 -18%
William Blair & Company
125
William Blair & Company
Illinois
$3.27M 21,114 -117 -0.6%
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5
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