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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 %
SGCA
151
Steel Grove Capital Advisors
Tennessee
$2.01M 12,348 – –
EC
152
Estate Counselors
Wisconsin
$1.96M 12,060 -40 -0.3%
ST
153
Sabal Trust
Florida
$1.92M 11,815 +1,465 +14%
SSB
154
Sandy Spring Bank
Maryland
$1.91M 11,744 +10,344 +739%
ANB
155
Amarillo National Bank
Texas
$1.89M 11,634 – –
PMG
156
ProVise Management Group
Florida
$1.87M 11,473 +175 +2%
BIM
157
Bridges Investment Management
Nebraska
$1.79M 11,014 +50 +0.5%
EWM
158
Evercore Wealth Management
New York
$1.76M 10,835 -310 -3%
WF
159
Welch & Forbes
Massachusetts
$1.73M 10,647 +3,588 +51%
FANJ
160
Financial Architects (New Jersey)
New Jersey
$1.72M 10,600 – –
CM
161
Churchill Management
California
$1.7M 10,424 +756 +8%
FUBT
162
First United Bank & Trust
Maryland
$1.66M 10,220 +1,205 +13%
BG
163
Bollard Group
Massachusetts
$1.66M 10,200 – –
SBH
164
Segall Bryant & Hamill
Illinois
$1.66M 10,200 +250 +3%
MC
165
Middleton & Co
Massachusetts
$1.64M 10,075 +435 +5%
CTA
166
Chesley Taft & Associates
Illinois
$1.6M 9,870 -103 -1%
NYLIM
167
New York Life Investment Management
New York
$1.58M 9,746 -31,208 -76%
CCMH
168
Cornerstone Capital Management Holdings
New York
$1.58M 9,746 -8,605 -47%
BHB
169
Bank Hapoalim BM
Israel
$1.57M 9,645 +15 +0.2%
WT
170
Whittier Trust
California
$1.57M 9,630 -138 -1%
AI
171
Atria Investments
North Carolina
$1.56M 9,595 +683 +8%
AC
172
Alley Company
Illinois
$1.56M 9,563 -200 -2%
MBT
173
Monroe Bank & Trust
Michigan
$1.55M 9,510 -5 -0.1%
HI
174
Horizon Investments
North Carolina
$1.54M 9,443 +437 +5%
Stifel Financial
175
Stifel Financial
Missouri
$1.53M 9,419 +3,338 +55%
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