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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

351 hedge funds and large institutions have $4.31B invested in iShares Russell Mid-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
351
Holders Change
+46
Holders Change %
+15.08%
% of All Funds
9.37%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.67%
New
75
Increased
106
Reduced
98
Closed
22
Calls
$4.34M
Puts
–
Net Calls
+$4.34M
Net Calls Change
+$4.01M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$110M
2
Wells Fargo
2
Wells Fargo
California
$311M
3
Betterment LLC
3
Betterment LLC
New York
$29M
4
TCT
4
TIAA CREF Trust
Missouri
$456M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$167M

Top Sellers

1
CM
1
Churchill Management
California
$0
2
American Century Companies
2
American Century Companies
Missouri
$256M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.69M
4
Goldman Sachs
4
Goldman Sachs
New York
$46M
5
AssetMark Inc
5
AssetMark Inc
California
$65K
Name Market Value Shares Shares
Change 		Shares
Change %
CBN
226
Cadence Bank NA
Texas
$345K 4,671 – –
EWMCB
227
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$345K 4,681 +4,681 New
PTC
228
Private Trust Company
Ohio
$341K 4,632 +1,769 +62%
SHWM
229
Smith & Howard Wealth Management
Georgia
$339K 4,601 -280 -6%
BFPW
230
BOK Financial Private Wealth
Colorado
$339K 4,590 – –
UBWV
231
United Bank (West Virginia)
West Virginia
$338K 4,584 – –
3AM
232
3D Asset Management
Connecticut
$332K 4,501 -102 -2%
KIA
233
KCM Investment Advisors
California
$332K 4,500 – –
BB
234
Busey Bank
Illinois
$332K 4,497 +177 +4%
CDIA
235
Capital Directions Investment Advisors
Georgia
$330K 4,384 -428 -9%
Chevy Chase Trust
236
Chevy Chase Trust
Maryland
$330K 4,480 -375 -8%
DY
237
Dowling & Yahnke
California
$328K 4,449 – –
WT
238
Washington Trust
Rhode Island
$328K 4,443 +4,443 New
JHC
239
JFB Holdings Corp
Georgia
$322K 4,370 +4,370 New
Simplex Trading
240
Simplex Trading
Illinois
$317K 4,291 +4,291 New
GWS
241
Glassman Wealth Services
Virginia
$311K 4,213 +4,213 New
PWM
242
Perigon Wealth Management
California
$308K 4,181 +7 +0.2%
BEAM
243
Baker Ellis Asset Management
Washington
$307K 4,164 – –
MC
244
Mathes Company
New York
$302K 4,095 – –
PA
245
Pinnacle Associates
New York
$300K 4,067 – –
FDCC
246
Foster Dykema Cabot & Co
Massachusetts
$297K 4,022 -909 -18%
LFG
247
LifePlan Financial Group
Ohio
$296K 4,016 +58 +1%
CL
248
CSS LLC
Illinois
$295K 4,000 – –
AIM
249
Allen Investment Management
New York
$286K 3,883 -64 -2%
MCWS
250
McKinley Carter Wealth Services
West Virginia
$285K 3,870 -83 -2%
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