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iShares Russell Mid-Cap ETF
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Overview Fund Activity

446 hedge funds and large institutions have $8.8B invested in iShares Russell Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+10
Holders Change %
+2.29%
% of All Funds
11.9%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.99%
New
51
Increased
176
Reduced
125
Closed
31
Calls
$15.1M
Puts
$4.24M
Net Calls
+$10.9M
Net Calls Change
-$4.98M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$106M
2
Wells Fargo
Wells Fargo
California
+$53.4M
3
GLI
Guardian Life Insurance
New York
+$40.7M
4
TCT
TIAA CREF Trust
Missouri
+$36.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$34.6M

Top Sellers

1
KeyBank National Association
KeyBank National Association
Ohio
-$23.8M
2
BTS
BB&T Securities
Virginia
-$21M
3
MAA
Managed Account Advisors
New Jersey
-$14.4M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$9.69M
5
PCM
Penn Capital Management
Pennsylvania
-$8.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
126
Franklin Resources
California
$3.91M +$104K +2,400 +3%
William Blair & Company
127
William Blair & Company
Illinois
$3.89M -$62.3K -1,440 -2%
AHS
128
Aspiriant Holdings S3
California
$3.79M -$57.7K -1,332 -1%
NG
129
NatWest Group
United Kingdom
$3.78M -$243K -5,616 -6%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$3.65M +$49.2K +1,136 +1%
NAM
131
NTV Asset Management
West Virginia
$3.48M -$19.9K -460 -0.6%
SC
132
SouthState Corp
Florida
$3.45M -$1.04M -24,048 -23%
PFM
133
Phillips Financial Management
Indiana
$3.42M -$17.5K -400 -0.5%
WAM
134
Weatherly Asset Management
California
$3.41M +$860K +19,880 +34%
Neuberger Berman Group
135
Neuberger Berman Group
New York
$3.4M – – –
EA
136
Elm Advisors
California
$3.33M -$243K -5,620 -7%
RFC
137
Regions Financial Corp
Alabama
$3.31M -$200K -4,616 -6%
ANB
138
Amarillo National Bank
Texas
$3.19M +$1.17M +27,052 +58%
AIA
139
Alerus Investment Advisors
Minnesota
$3.18M +$121K +2,800 +4%
UCFA
140
United Capital Financial Advisors
Texas
$3.1M -$440K -10,264 -12%
CIA
141
CCM Investment Advisers
South Carolina
$3.01M -$126K -2,900 -4%
Two Sigma Advisers
142
Two Sigma Advisers
New York
$2.96M +$1.83M +42,400 +163%
FCBT
143
First Citizens Bank & Trust
North Carolina
$2.91M +$2.91M +67,224 New
CL
144
Choreo LLC
Illinois
$2.82M +$207K +4,780 +8%
BCM
145
BTC Capital Management
Iowa
$2.72M +$61.7K +1,428 +2%
FNT
146
First National Trust
Pennsylvania
$2.59M -$18.7K -432 -0.7%
PGFC
147
Peapack-Gladstone Financial Corp
New Jersey
$2.58M +$24.2K +560 +0.9%
HCM
148
Hollencrest Capital Management
California
$2.58M -$132K -3,040 -5%
EVM
149
Eaton Vance Management
Massachusetts
$2.57M -$475K -10,968 -16%
IH
150
IFC Holdings
Florida
$2.5M +$175K +4,060 +8%
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