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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 %
NAM
126
NTV Asset Management
West Virginia
$3.28M 20,205 -285 -1%
RFC
127
Regions Financial Corp
Alabama
$3.28M 20,178 -4,319 -18%
Charles Schwab
128
Charles Schwab
California
$3.25M 20,000 -17,900 -47%
Neuberger Berman Group
129
Neuberger Berman Group
New York
$3.24M 19,954 -1,262 -6%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$3.2M 19,702 -523 -3%
PFM
131
Phillips Financial Management
Indiana
$3.18M 19,847 – –
Kayne Anderson Rudnick Investment Management
132
Kayne Anderson Rudnick Investment Management
California
$3.13M 19,265 -20,839 -52%
Franklin Resources
133
Franklin Resources
California
$3.09M 19,032 +3,998 +27%
FCB
134
First Citizens Bancorporation
South Carolina
$3M 18,433 -940 -5%
CIA
135
CCM Investment Advisers
South Carolina
$2.91M 17,891 -930 -5%
EVM
136
Eaton Vance Management
Massachusetts
$2.77M 17,036 -4,481 -21%
PGFC
137
Peapack-Gladstone Financial Corp
New Jersey
$2.65M 16,324 -55 -0.3%
CA
138
Cetera Advisors
Colorado
$2.61M 15,996 +6,654 +71%
CL
139
Choreo LLC
Illinois
$2.57M 15,831 -1,561 -9%
BIM
140
BlackRock Investment Management
Delaware
$2.57M 15,809 +2,489 +19%
HCM
141
Hollencrest Capital Management
California
$2.52M 15,505 -210 -1%
SIC
142
Sigma Investment Counselors
Michigan
$2.44M 15,010 -665 -4%
FNT
143
First National Trust
Pennsylvania
$2.44M 15,001 -605 -4%
WAM
144
Weatherly Asset Management
California
$2.4M 14,745 -470 -3%
CFA
145
Cahill Financial Advisors
Minnesota
$2.32M 14,278 -322 -2%
GIM
146
Goelzer Investment Management
Indiana
$2.19M 13,473 +528 +4%
FPCM
147
Financial Partners Capital Management
New York
$2.16M 13,305 +796 +6%
BWM
148
Braver Wealth Management
Massachusetts
$2.13M 13,129 +92 +0.7%
Comerica Bank
149
Comerica Bank
Texas
$2.12M 13,065 +2,179 +20%
ICOA
150
Investment Centers of America
North Dakota
$2.05M 12,614 -1,312 -9%
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