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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 %
HS
126
Huntington Steele
Pennsylvania
$3.2M 20,686 -2,418 -10%
NAM
127
NTV Asset Management
West Virginia
$3.17M 20,490 – –
HSBC Holdings
128
HSBC Holdings
United Kingdom
$3.13M 20,225 -395 -2%
TC
129
Telemus Capital
Michigan
$3.09M 19,963 +1,819 +10%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$3.07M 19,845 -440 -2%
PFM
131
Phillips Financial Management
Indiana
$3.03M 19,847 -179 -0.9%
FCB
132
First Citizens Bancorporation
South Carolina
$3M 19,373 -2,366 -11%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$2.94M 19,065 +3,120 +20%
CIA
134
CCM Investment Advisers
South Carolina
$2.91M 18,821 +820 +5%
BFG
135
Bouchey Financial Group
New York
$2.84M 18,367 -756 -4%
CCMH
136
Cornerstone Capital Management Holdings
New York
$2.84M 18,351 +18,351 New
FNBT
137
FineMark National Bank & Trust
Florida
$2.81M 18,131 +224 +1%
WIC
138
Whitegate Investment Counselors
New Hampshire
$2.8M 17,159 +17,159 New
FA
139
FDx Advisors
Illinois
$2.73M 17,644 +6,997 +66%
BA
140
Boston Advisors
Massachusetts
$2.71M 17,525 -983 -5%
CL
141
Choreo LLC
Illinois
$2.69M 17,392 +17,392 New
PGFC
142
Peapack-Gladstone Financial Corp
New Jersey
$2.53M 16,379 -2,037 -11%
HCM
143
Hollencrest Capital Management
California
$2.43M 15,715 +624 +4%
SIC
144
Sigma Investment Counselors
Michigan
$2.43M 15,675 -70 -0.4%
FNT
145
First National Trust
Pennsylvania
$2.42M 15,606 +728 +5%
WAM
146
Weatherly Asset Management
California
$2.36M 15,215 -261 -2%
Franklin Resources
147
Franklin Resources
California
$2.33M 15,034 +9,603 +177%
CFA
148
Cahill Financial Advisors
Minnesota
$2.26M 14,600 -319 -2%
Two Sigma Investments
149
Two Sigma Investments
New York
$2.13M 13,741 +13,741 New
BIM
150
BlackRock Investment Management
Delaware
$2.06M 13,320 +1,354 +11%
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