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iShares Russell Mid-Cap ETF
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Overview Fund Activity

436 hedge funds and large institutions have $8.01B invested in iShares Russell Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 160 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
436
Holders Change
+43
Holders Change %
+10.94%
% of All Funds
11.64%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.83%
New
76
Increased
160
Reduced
115
Closed
24
Calls
$19.5M
Puts
$3.69M
Net Calls
+$15.8M
Net Calls Change
+$9.94M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$237M
2
Bank of America
2
Bank of America
North Carolina
$863M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.33B
4
Wells Fargo
4
Wells Fargo
California
$872M
5
Northern Trust
5
Northern Trust
Illinois
$150M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$9.69M
2
Citigroup
2
Citigroup
New York
$61.8M
3
AssetMark Inc
3
AssetMark Inc
California
$64K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.7M
5
ANTB
5
AMG National Trust Bank
Colorado
$72.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
151
Weatherly Asset Management
California
$2.46M 14,705 -41 -0.3%
FMWA
152
Forvis Mazars Wealth Advisors
Missouri
$2.41M 14,451 +8,649 +149%
CFA
153
Cahill Financial Advisors
Minnesota
$2.38M 14,237 +310 +2%
Stifel Financial
154
Stifel Financial
Missouri
$2.37M 14,174 +4,489 +46%
ZIM
155
Zacks Investment Management
Illinois
$2.33M 13,956 +13,956 New
SIC
156
Sigma Investment Counselors
Michigan
$2.33M 13,928 -367 -3%
WB
157
Webster Bank
Connecticut
$2.32M 13,873 -10,962 -44%
SCP
158
Seizert Capital Partners
Michigan
$2.3M 13,743 +13,743 New
IH
159
IFC Holdings
Florida
$2.28M 13,487 -9,162 -40%
BWM
160
Braver Wealth Management
Massachusetts
$2.26M 13,547 +295 +2%
AP
161
Advisors Preferred
Maryland
$2.25M 13,472 +13,472 New
AIG
162
American International Group
New York
$2.19M 13,130 +139 +1%
GIM
163
Goelzer Investment Management
Indiana
$2.19M 13,122 – –
SI
164
SII Investments
Wisconsin
$2.14M 12,820 -15,081 -54%
EC
165
Estate Counselors
Wisconsin
$2.02M 12,060 – –
BIM
166
Bridges Investment Management
Nebraska
$1.98M 11,857 +798 +7%
ST
167
Sabal Trust
Florida
$1.97M 11,815 – –
SSB
168
Sandy Spring Bank
Maryland
$1.97M 11,770 – –
ANB
169
Amarillo National Bank
Texas
$1.95M 11,674 +40 +0.3%
CM
170
Churchill Management
California
$1.87M 11,189 -91 -0.8%
NEPWA
171
New England Private Wealth Advisors
Massachusetts
$1.86M 11,141 +3,050 +38%
HI
172
Horizon Investments
North Carolina
$1.86M 11,131 -107 -1%
Brown Advisory
173
Brown Advisory
Maryland
$1.85M 11,100 +1,662 +18%
SBH
174
Segall Bryant & Hamill
Illinois
$1.84M 11,037 +787 +8%
BP
175
Ballentine Partners
Massachusetts
$1.8M 10,800 – –
5 6
7
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