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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 %
BWM
151
Braver Wealth Management
Massachusetts
$2.02M 13,037 +89 +0.7%
GIM
152
Goelzer Investment Management
Indiana
$2M 12,945 -649 -5%
ICOA
153
Investment Centers of America
North Dakota
$1.95M 13,926 +8,971 +181%
FPCM
154
Financial Partners Capital Management
New York
$1.94M 12,509 – –
SGCA
155
Steel Grove Capital Advisors
Tennessee
$1.91M 12,348 – –
EC
156
Estate Counselors
Wisconsin
$1.87M 12,100 – –
ANB
157
Amarillo National Bank
Texas
$1.8M 11,634 -1,390 -11%
PMG
158
ProVise Management Group
Florida
$1.75M 11,298 – –
GLA
159
Great Lakes Advisors
Illinois
$1.74M 11,227 -1,280 -10%
EWM
160
Evercore Wealth Management
New York
$1.72M 11,145 +965 +9%
BIM
161
Bridges Investment Management
Nebraska
$1.7M 10,964 +1,215 +12%
Comerica Bank
162
Comerica Bank
Texas
$1.69M 10,886 -1,655 -13%
FANJ
163
Financial Architects (New Jersey)
New Jersey
$1.64M 10,600 -100 -0.9%
ST
164
Sabal Trust
Florida
$1.6M 10,350 – –
BG
165
Bollard Group
Massachusetts
$1.58M 10,200 +7,300 +252%
CTA
166
Chesley Taft & Associates
Illinois
$1.54M 9,973 -66 -0.7%
SBH
167
Segall Bryant & Hamill
Illinois
$1.54M 9,950 -535 -5%
WT
168
Whittier Trust
California
$1.51M 9,768 -525 -5%
AC
169
Alley Company
Illinois
$1.51M 9,763 -442 -4%
CM
170
Churchill Management
California
$1.5M 9,668 +791 +9%
MC
171
Middleton & Co
Massachusetts
$1.49M 9,640 +9,640 New
MBT
172
Monroe Bank & Trust
Michigan
$1.47M 9,515 -305 -3%
BHB
173
Bank Hapoalim BM
Israel
$1.47M 9,630 -70 -0.7%
RhumbLine Advisers
174
RhumbLine Advisers
Massachusetts
$1.45M 9,385 -265 -3%
CA
175
Cetera Advisors
Colorado
$1.44M 9,342 +2,373 +34%
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