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iShares Russell Mid-Cap ETF
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Overview Fund Activity

341 hedge funds and large institutions have $5.37B invested in iShares Russell Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
11.06%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.97%
New
34
Increased
127
Reduced
102
Closed
17
Calls
$85.9M
Puts
$95.7M
Net Calls
-$9.79M
Net Calls Change
-$14.4M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$43.2M
2
U
UBS
Switzerland
$204M
3
FC
Fairpointe Capital
Illinois
$33.9M
4
Bank of America
Bank of America
North Carolina
$475M
5
TCT
TIAA CREF Trust
Missouri
$275M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$100M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.3M
3
SF
Synovus Financial
Georgia
$43M
4
BFA
Beaumont Financial Advisors
Massachusetts
$0
5
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
151
Monroe Bank & Trust
Michigan
$1.41M -$105K -3,020 -7%
EWM
152
Evercore Wealth Management
New York
$1.41M -$3.34K -96 -0.2%
PFM
153
Parsec Financial Management
North Carolina
$1.4M -$183K -5,260 -12%
FANJ
154
Financial Architects (New Jersey)
New Jersey
$1.39M – – –
BIM
155
Bridges Investment Management
Nebraska
$1.37M +$14.6K +420 +1%
CTA
156
Chesley Taft & Associates
Illinois
$1.37M – – –
WG
157
Winchester Group
New York
$1.36M – – –
MC
158
Middleton & Co
Massachusetts
$1.33M +$13.9K +400 +1%
CM
159
Churchill Management
California
$1.27M +$40.2K +1,156 +3%
AIG
160
American International Group
New York
$1.26M +$101K +2,912 +9%
LBC
161
Lowe Brockenbrough & Co
Virginia
$1.23M +$54.3K +1,560 +5%
FAG
162
Financial Advisory Group
Texas
$1.23M – – –
RMDI
163
R.M. Davis Inc
Maine
$1.23M -$78K -2,244 -6%
SNC
164
Stifel Nicolaus & Co
Missouri
$1.22M -$1.23M -35,348 -50%
AFC
165
AFT Forsyth & Company
Florida
$1.22M +$29.2K +840 +2%
HI
166
Horizon Investments
North Carolina
$1.22M -$223K -6,424 -16%
BP
167
Ballentine Partners
Massachusetts
$1.21M – – –
SAG
168
Sterne Agee Group
Alabama
$1.18M -$39.2K -1,128 -3%
FMWA
169
Forvis Mazars Wealth Advisors
Missouri
$1.16M +$1.16M +33,444 New
NEPWA
170
New England Private Wealth Advisors
Massachusetts
$1.13M – – –
EC
171
Estate Counselors
Wisconsin
$1.11M -$18.8K -540 -2%
GT
172
Glenmede Trust
Pennsylvania
$1.11M +$302K +8,680 +37%
CIG
173
Consolidated Investment Group
Colorado
$1.1M – – –
BIC
174
Bridges Investment Counsel
Nebraska
$1.09M -$695 -20 -0.1%
CC
175
Courier Capital
New York
$1.06M -$3.06K -88 -0.3%
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