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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

278 hedge funds and large institutions have $3.46B invested in iShares Russell Mid-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 83 reducing their positions, and 17 closing their positions.

Holders
278
Holders Change
+22
Holders Change %
+8.59%
% of All Funds
8.07%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
44
Increased
95
Reduced
83
Closed
17
Calls
$848K
Puts
$407K
Net Calls
+$441K
Net Calls Change
-$302K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$15.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$215M
3
MSA
3
Mason Street Advisors
Wisconsin
$10.8M
4
TCT
4
TIAA CREF Trust
Missouri
$314M
5
Bank of America
5
Bank of America
North Carolina
$208M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
CB
2
Commerce Bank
Missouri
$235M
3
SIM
3
Sigma Investment Management
Oregon
$0
4
Ameriprise
4
Ameriprise
Minnesota
$22.5M
5
PWAG
5
Polaris Wealth Advisory Group
California
$19.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
226
Horizon Investments
North Carolina
$219K 3,336 -36 -1%
SYBT
227
Stock Yards Bank & Trust
Kentucky
$217K 3,293 -522 -14%
AAS
228
Annex Advisory Services
Wisconsin
$205K 3,116 +3,116 New
FNBOO
229
First National Bank of Omaha
Nebraska
$202K 3,079 -240 -7%
JA
230
JOYN Advisors
Georgia
$172K 2,623 +267 +11%
FTUS
231
Flow Traders U.S.
New York
$172K 2,611 +2,611 New
PAS
232
Partnervest Advisory Services
California
$147K 2,239 +2,140 +2,162%
MFBTD
233
MB Financial Bank - Trust Department
Illinois
$142K 2,160 – –
BGIM
234
Brandywine Global Investment Management
Pennsylvania
$131K 1,980 +180 +10%
LWM
235
LBA Wealth Management
Florida
$131K 2,000 +2,000 New
PO
236
Private Ocean
California
$111K 1,686 +1,686 New
PFA
237
Paradigm Financial Advisors
Missouri
$111K 1,688 +1,688 New
Barclays
238
Barclays
United Kingdom
$110K 1,691 -50 -3%
BAM
239
Barrett Asset Management
New York
$102K 1,550 – –
WA
240
Waverly Advisors
Alabama
$101K 1,532 +1,000 +188%
CRM
241
Cramer Rosenthal McGlynn
Connecticut
$98K 1,493 +1,493 New
HCM
242
Horrell Capital Management
Arkansas
$94K 1,433 +170 +13%
ST
243
Smithfield Trust
Pennsylvania
$93K 1,410 +1,410 New
PTC
244
Private Trust Company
Ohio
$87K 1,330 – –
WF
245
WealthTrust Fairport
Ohio
$77K 1,171 -285 -20%
DSC
246
Duncker Streett & Co
Missouri
$77K 1,166 – –
FBT
247
Founders Bank & Trust
Michigan
$73K 1,148 – –
WA
248
WFG Advisors
Texas
$73K 1,111 +21 +2%
TDC
249
Thompson Davis & Co
Virginia
$70K 1,066 +1,066 New
EFSCE
250
Enterprise Financial Services Corp (EFSC)
Missouri
$67K 1,027 – –
8 9
10
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