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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 %
AIG
151
American International Group
New York
$2.49M +$219K +5,060 +10%
Comerica Bank
152
Comerica Bank
Texas
$2.48M -$3.31M -76,580 -57%
FMWA
153
Forvis Mazars Wealth Advisors
Missouri
$2.36M -$143K -3,300 -6%
SIC
154
Sigma Investment Counselors
Michigan
$2.36M -$55.4K -1,280 -2%
CFA
155
Cahill Financial Advisors
Minnesota
$2.32M -$146K -3,380 -6%
GIM
156
Goelzer Investment Management
Indiana
$2.18M -$89.3K -2,064 -4%
HI
157
Horizon Investments
North Carolina
$2.16M +$233K +5,388 +12%
ST
158
Sabal Trust
Florida
$2.14M +$95.2K +2,200 +5%
BIM
159
Bridges Investment Management
Nebraska
$2.12M +$64.9K +1,500 +3%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$2.09M +$1.1M +25,524 +112%
SSB
161
Sandy Spring Bank
Maryland
$2.09M +$52.8K +1,220 +3%
WB
162
Webster Bank
Connecticut
$2.07M -$330K -7,636 -14%
CM
163
Churchill Management
California
$2.06M +$127K +2,928 +7%
NEPWA
164
New England Private Wealth Advisors
Massachusetts
$2.06M +$135K +3,136 +7%
BWM
165
Braver Wealth Management
Massachusetts
$2.05M -$296K -6,836 -13%
EC
166
Estate Counselors
Wisconsin
$2M -$92.6K -2,140 -4%
ICOA
167
Investment Centers of America
North Dakota
$1.99M +$851K +19,636 +75%
GT
168
Glenmede Trust
Pennsylvania
$1.97M -$4.02M -92,992 -67%
EWM
169
Evercore Wealth Management
New York
$1.95M +$1.95M +44,940 New
SBH
170
Segall Bryant & Hamill
Illinois
$1.94M +$28.2K +652 +1%
SGCA
171
Steel Grove Capital Advisors
Tennessee
$1.93M +$1.93M +44,524 New
BP
172
Ballentine Partners
Massachusetts
$1.87M – – –
Brown Advisory
173
Brown Advisory
Maryland
$1.85M -$74.1K -1,712 -4%
FANJ
174
Financial Architects (New Jersey)
New Jersey
$1.83M – – –
NFG
175
Nadler Financial Group
Illinois
$1.81M +$84.8K +1,960 +5%
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7
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