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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 %
FUBT
176
First United Bank & Trust
Maryland
$1.79M -$69.2K -1,600 -4%
MC
177
Middleton & Co
Massachusetts
$1.74M +$18.2K +420 +1%
WT
178
Whittier Trust
California
$1.69M +$26.1K +604 +2%
PFM
179
Parsec Financial Management
North Carolina
$1.67M +$81K +1,872 +5%
DWM
180
Dakota Wealth Management
Florida
$1.66M +$59.7K +1,380 +4%
CTA
181
Chesley Taft & Associates
Illinois
$1.64M -$11.6K -268 -0.7%
SAM
182
Silvercrest Asset Management
New York
$1.59M +$1.59M +36,724 New
FHC
183
First Heartland Consultants
Missouri
$1.58M +$107K +2,464 +7%
FWCM
184
First Western Capital Management
California
$1.58M +$123K +2,840 +8%
AI
185
Atria Investments
North Carolina
$1.57M -$98.8K -2,284 -6%
DY
186
Dowling & Yahnke
California
$1.57M – – –
FAG
187
Financial Advisory Group
Texas
$1.53M – – –
PMG
188
ProVise Management Group
Florida
$1.49M – – –
RhumbLine Advisers
189
RhumbLine Advisers
Massachusetts
$1.49M +$1.11M +25,660 +294%
AC
190
Alley Company
Illinois
$1.47M -$121K -2,804 -8%
NPC
191
National Planning Corporation
California
$1.43M -$2.36M -55,128 -62%
MC
192
Mathes Company
New York
$1.42M – – –
CIG
193
Consolidated Investment Group
Colorado
$1.37M – – –
MCWS
194
McKinley Carter Wealth Services
West Virginia
$1.37M -$18K -416 -1%
CHC
195
City Holding Co
West Virginia
$1.36M +$106K +2,460 +8%
RMDI
196
R.M. Davis Inc
Maine
$1.34M -$20.8K -480 -2%
MBT
197
Monroe Bank & Trust
Michigan
$1.34M -$162K -3,740 -11%
BIC
198
Bridges Investment Counsel
Nebraska
$1.32M +$102K +2,360 +8%
CC
199
Courier Capital
New York
$1.3M -$6.06K -140 -0.5%
AP
200
Advisors Preferred
Maryland
$1.28M -$1.06M -24,408 -45%
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