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iShares Russell Mid-Cap ETF
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Overview Fund Activity

397 hedge funds and large institutions have $6.34B invested in iShares Russell Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 23 closing their positions.

Holders
397
Holders Change
+12
Holders Change %
+3.12%
% of All Funds
11.47%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.9%
New
38
Increased
133
Reduced
129
Closed
23
Calls
$15.9M
Puts
$619K
Net Calls
+$15.3M
Net Calls Change
+$6.95M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$608M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.16B
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$29.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$24.9M
5
Wells Fargo
5
Wells Fargo
California
$719M

Top Sellers

1
FC
1
Fairpointe Capital
Illinois
$0
2
Invesco
2
Invesco
Georgia
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BUB
5
BBVA USA Bancshares
Texas
$63.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
176
Parsec Financial Management
North Carolina
$1.44M 9,314 -295 -3%
AIG
177
American International Group
New York
$1.42M 9,179 -406 -4%
DY
178
Dowling & Yahnke
California
$1.4M 9,042 +3,483 +63%
FUBT
179
First United Bank & Trust
Maryland
$1.4M 9,015 +1,460 +19%
HI
180
Horizon Investments
North Carolina
$1.39M 9,006 +1,157 +15%
AI
181
Atria Investments
North Carolina
$1.38M 8,912 +1,227 +16%
RMDI
182
R.M. Davis Inc
Maine
$1.37M 8,874 -10 -0.1%
FAG
183
Financial Advisory Group
Texas
$1.37M 8,832 – –
BP
184
Ballentine Partners
Massachusetts
$1.35M 8,698 – –
MC
185
Mathes Company
New York
$1.33M 8,575 +800 +10%
TNBTD
186
Trustmark National Bank Trust Department
Mississippi
$1.32M 8,549 +8,549 New
AP
187
Advisors Preferred
Maryland
$1.32M 8,512 +8,512 New
FAAS
188
First Allied Advisory Services
California
$1.29M 8,330 +911 +12%
NEPWA
189
New England Private Wealth Advisors
Massachusetts
$1.25M 8,091 – –
CIG
190
Consolidated Investment Group
Colorado
$1.23M 7,938 – –
BIC
191
Bridges Investment Counsel
Nebraska
$1.22M 7,885 -45 -0.6%
CC
192
Courier Capital
New York
$1.18M 7,612 – –
AB
193
Atlas Brown
Kentucky
$1.16M 7,487 +7,487 New
CT
194
Cambridge Trust
Massachusetts
$1.16M 7,473 -50 -0.7%
BWFA
195
Baltimore-Washington Financial Advisors
Maryland
$1.16M 7,464 +185 +3%
FHC
196
First Heartland Consultants
Missouri
$1.13M 7,314 +7,314 New
HIMC
197
Heritage Investors Management Corp
Maryland
$1.09M 7,065 -26 -0.4%
WF
198
Welch & Forbes
Massachusetts
$1.09M 7,059 – –
AMG
199
Asset Management Group
Connecticut
$1.03M 6,624 -460 -6%
ICAS
200
Investors Capital Advisory Services
Massachusetts
$1.02M 6,578 +357 +6%
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