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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 %
CT
176
Cambridge Trust
Massachusetts
$1.05M -$132K -3,800 -11%
HIMC
177
Heritage Investors Management Corp
Maryland
$1.01M -$31.3K -900 -3%
FUBT
178
First United Bank & Trust
Maryland
$987K +$59.8K +1,720 +6%
WF
179
Welch & Forbes
Massachusetts
$982K +$982K +28,236 New
AMG
180
Asset Management Group
Connecticut
$978K +$3.76K +108 +0.4%
Deutsche Bank
181
Deutsche Bank
Germany
$930K +$639K +18,408 +220%
BP
182
Banyan Partners
Florida
$922K +$922K +26,520 New
FNBOO
183
First National Bank of Omaha
Nebraska
$920K – – –
CAM
184
Carret Asset Management
New York
$912K -$75.1K -2,160 -8%
FB
185
Fulton Bank
Pennsylvania
$894K +$89.5K +2,576 +11%
ICAS
186
Investors Capital Advisory Services
Massachusetts
$891K -$98.6K -2,836 -10%
DS
187
DRW Securities
Illinois
$882K +$882K +24,416 New
FCI
188
Financial Counselors Inc
Kansas
$868K -$14.7K -424 -2%
AI
189
Atria Investments
North Carolina
$867K +$241K +6,924 +38%
BWFA
190
Baltimore-Washington Financial Advisors
Maryland
$857K +$31.3K +900 +4%
Brown Advisory
191
Brown Advisory
Maryland
$848K +$129K +3,700 +18%
DY
192
Dowling & Yahnke
California
$828K -$5.56K -160 -0.7%
MCM
193
Maryland Capital Management
Maryland
$789K -$15.3K -440 -2%
CA
194
Cetera Advisors
Colorado
$785K +$14.7K +424 +2%
OC
195
Oppenheimer & Co
New York
$776K -$278 -8 -0%
CCG
196
Cypress Capital Group
Florida
$764K -$292K -8,400 -28%
FHC
197
First Heartland Consultants
Missouri
$749K +$252K +7,176 +51%
SCG
198
Strategic Capital Group
Washington
$747K – – –
Franklin Resources
199
Franklin Resources
California
$741K – – –
PWM
200
ParenteBeard Wealth Management
Pennsylvania
$737K -$53.8K -1,548 -7%
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