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iShares Russell Mid-Cap ETF
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Overview Fund Activity

447 hedge funds and large institutions have $8.94B invested in iShares Russell Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 159 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
12.06%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.94%
New
35
Increased
159
Reduced
132
Closed
28
Calls
$2.86M
Puts
$937K
Net Calls
+$1.92M
Net Calls Change
-$8.94M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53B
2
Bank of America
Bank of America
North Carolina
$1.04B
3
TCT
TIAA CREF Trust
Missouri
$555M
4
Wells Fargo
Wells Fargo
California
$974M
5
M&T Bank
M&T Bank
New York
$145M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$0
2
CCMG
Clark Capital Management Group
Pennsylvania
$10.2M
3
FEG
Fund Evaluation Group
Ohio
$125M
4
FBFS
First Business Financial Services
Wisconsin
$0
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
201
Courier Capital
New York
$1.28M – – –
MA
202
MCF Advisors
Kentucky
$1.23M -$8.34K -196 -0.7%
CT
203
Cambridge Trust
Massachusetts
$1.22M +$4.6K +108 +0.4%
CL
204
CIM LLC
New York
$1.19M -$6.98K -164 -0.6%
IC
205
Intersect Capital
California
$1.18M +$11.1K +260 +0.9%
BWFA
206
Baltimore-Washington Financial Advisors
Maryland
$1.18M -$59.9K -1,408 -5%
FC
207
FCA Corp
Texas
$1.18M -$70.1K -1,648 -6%
RMDI
208
R.M. Davis Inc
Maine
$1.13M -$189K -4,448 -14%
WF
209
Welch & Forbes
Massachusetts
$1.12M – – –
FAAS
210
First Allied Advisory Services
California
$1.1M +$226K +5,316 +26%
ICAS
211
Investors Capital Advisory Services
Massachusetts
$1.09M +$53.1K +1,248 +5%
HIMC
212
Heritage Investors Management Corp
Maryland
$1.09M -$76.6K -1,800 -7%
MBT
213
Monroe Bank & Trust
Michigan
$1.09M -$229K -5,372 -17%
AMG
214
Asset Management Group
Connecticut
$1.09M +$3.24K +76 +0.3%
MSA
215
Mason Street Advisors
Wisconsin
$1.08M -$3.3M -77,500 -75%
SWP
216
Stratos Wealth Partners
Ohio
$1.03M +$164K +3,852 +19%
CG
217
Caprock Group
Idaho
$1.01M -$56.4K -1,324 -5%
BG
218
Bahl & Gaynor
Ohio
$1.01M +$197K +4,636 +24%
CFB
219
Cullen/Frost Bankers
Texas
$1M +$689K +16,172 +221%
PP
220
Pegasus Partners
Wisconsin
$999K +$999K +23,460 New
ONB
221
Old National Bancorp
Indiana
$996K +$223K +5,244 +29%
CAM
222
Carret Asset Management
New York
$984K -$17K -400 -2%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$972K -$1.09M -25,524 -53%
CGH
224
Cleary Gull Holdings
Wisconsin
$971K +$971K +22,800 New
CTC
225
Central Trust Company
Missouri
$947K -$30.6K -720 -3%
7 8
9
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