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iShares Russell Mid-Cap ETF
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Overview Fund Activity

385 hedge funds and large institutions have $5.98B invested in iShares Russell Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 113 reducing their positions, and 11 closing their positions.

Holders
385
Holders Change
+44
Holders Change %
+12.9%
% of All Funds
11.18%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.84%
New
60
Increased
139
Reduced
113
Closed
11
Calls
$39.9M
Puts
$31.6M
Net Calls
+$8.34M
Net Calls Change
+$18.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$544M
2
Citigroup
2
Citigroup
New York
$64.2M
3
TCT
3
TIAA CREF Trust
Missouri
$320M
4
Wells Fargo
4
Wells Fargo
California
$675M
5
U
5
UBS
Switzerland
$236M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$14.4M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.09B
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$474M
5
WA
5
WESPAC Advisors
California
$217K
Name Market Value Shares Shares
Change 		Shares
Change %
FAG
176
Financial Advisory Group
Texas
$1.33M 8,832 – –
BP
177
Ballentine Partners
Massachusetts
$1.31M 8,698 – –
NEPWA
178
New England Private Wealth Advisors
Massachusetts
$1.21M 8,091 – –
GT
179
Glenmede Trust
Pennsylvania
$1.2M 7,980 -5 -0.1%
CIG
180
Consolidated Investment Group
Colorado
$1.19M 7,938 – –
BIC
181
Bridges Investment Counsel
Nebraska
$1.19M 7,930 +60 +0.8%
HI
182
Horizon Investments
North Carolina
$1.18M 7,849 -892 -10%
MC
183
Mathes Company
New York
$1.17M 7,775 +7,775 New
AI
184
Atria Investments
North Carolina
$1.15M 7,685 +1,454 +23%
CC
185
Courier Capital
New York
$1.14M 7,612 – –
FUBT
186
First United Bank & Trust
Maryland
$1.13M 7,555 +461 +6%
CT
187
Cambridge Trust
Massachusetts
$1.13M 7,523 – –
FAAS
188
First Allied Advisory Services
California
$1.11M 7,419 -30,096 -80%
BWFA
189
Baltimore-Washington Financial Advisors
Maryland
$1.09M 7,279 +1,115 +18%
FMWA
190
Forvis Mazars Wealth Advisors
Missouri
$1.09M 7,233 -1,128 -13%
HIMC
191
Heritage Investors Management Corp
Maryland
$1.06M 7,091 -135 -2%
AMG
192
Asset Management Group
Connecticut
$1.06M 7,084 +51 +0.7%
WF
193
Welch & Forbes
Massachusetts
$1.06M 7,059 – –
CA
194
Cetera Advisors
Colorado
$1.04M 6,969 +1,321 +23%
FCI
195
Financial Counselors Inc
Kansas
$1.02M 6,785 +546 +9%
FB
196
Fulton Bank
Pennsylvania
$992K 6,616 +185 +3%
MAS
197
Madden Advisory Services
Florida
$991K 6,610 +6,610 New
BP
198
Banyan Partners
Florida
$979K 6,525 -105 -2%
FNBOO
199
First National Bank of Omaha
Nebraska
$974K 6,494 -120 -2%
CAM
200
Carret Asset Management
New York
$969K 6,460 -95 -1%
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