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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

348 hedge funds and large institutions have $4.56B invested in iShares Russell Mid-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 116 increasing their positions, 110 reducing their positions, and 26 closing their positions.

Holders
348
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
9.39%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.7%
New
26
Increased
116
Reduced
110
Closed
26
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
-$1.91M

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$523M
2
VanEck Associates
2
VanEck Associates
New York
$22.9M
3
RC
3
Rinet Company
Massachusetts
$20.2M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$194M
5
NP
5
NorthRock Partners
Minnesota
$12.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$259M
2
CB
2
Commerce Bank
Missouri
$284M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5M
4
American Century Companies
4
American Century Companies
Missouri
$293M
5
ZB
5
Zions Bancorporation
Utah
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
226
Linscomb Wealth
Texas
$347K 4,708 – –
AW
227
ACG Wealth
Georgia
$346K 4,686 -112 -2%
EWMCB
228
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$343K 4,651 -30 -0.6%
DADC
229
D.A. Davidson & Co
Montana
$342K 4,651 -24 -0.5%
BB
230
Busey Bank
Illinois
$342K 4,643 – –
BFPW
231
BOK Financial Private Wealth
Colorado
$339K 4,590 – –
SHWM
232
Smith & Howard Wealth Management
Georgia
$339K 4,601 – –
PAS
233
Partnervest Advisory Services
California
$323K 4,376 -100 -2%
CDIA
234
Capital Directions Investment Advisors
Georgia
$318K 4,318 -66 -2%
Millennium Management
235
Millennium Management
New York
$312K 4,226 -40,384 -91%
GWS
236
Glassman Wealth Services
Virginia
$311K 4,213 – –
PWM
237
Perigon Wealth Management
California
$309K 4,185 – –
BEAM
238
Baker Ellis Asset Management
Washington
$307K 4,164 – –
DY
239
Dowling & Yahnke
California
$304K 4,119 -200 -5%
FIM
240
Freedom Investment Management
Connecticut
$303K 4,109 +434 +12%
MC
241
Mathes Company
New York
$302K 4,095 – –
HW
242
Hancock Whitney
Mississippi
$301K 4,005 – –
FDCC
243
Foster Dykema Cabot & Co
Massachusetts
$297K 4,022 – –
MCWS
244
McKinley Carter Wealth Services
West Virginia
$296K 4,008 +130 +3%
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$288K 3,900 +105 +3%
PTC
246
Private Trust Company
Ohio
$286K 3,885 -797 -17%
AIM
247
Allen Investment Management
New York
$286K 3,883 – –
Chevy Chase Trust
248
Chevy Chase Trust
Maryland
$282K 3,830 -250 -6%
CAL
249
Capital Analysts LLC
Pennsylvania
$276K 3,740 +190 +5%
NGA
250
Naples Global Advisors
Florida
$275K 3,730 – –
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