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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

308 hedge funds and large institutions have $4.24B invested in iShares Russell Mid-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 76 reducing their positions, and 19 closing their positions.

Holders
308
Holders Change
+14
Holders Change %
+4.76%
% of All Funds
8.86%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.69%
New
35
Increased
117
Reduced
76
Closed
19
Calls
$1.03M
Puts
–
Net Calls
+$1.03M
Net Calls Change
-$192K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$213M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$320M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$37.9M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$52M
5
PWAG
5
Polaris Wealth Advisory Group
California
$52.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$149M
2
DS
2
DRW Securities
Illinois
$0
3
SB
3
Suntrust Banks
Georgia
$61.9M
4
RC
4
Riversville Capital
Connecticut
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
KCPG
251
Kavar Capital Partners Group
Kansas
$207K 2,857 – –
SYBT
252
Stock Yards Bank & Trust
Kentucky
$204K 2,821 -234 -8%
BDF
253
Balasa Dinverno & Foltz
$203K 2,800 +2,800 New
BGIM
254
Brandywine Global Investment Management
Pennsylvania
$189K 2,590 +470 +22%
HCM
255
Horrell Capital Management
Arkansas
$172K 2,366 -177 -7%
MFBTD
256
MB Financial Bank - Trust Department
Illinois
$157K 2,160 – –
LWM
257
LBA Wealth Management
Florida
$145K 2,000 – –
PAS
258
Partnervest Advisory Services
California
$131K 1,801 -436 -19%
BAM
259
Barrett Asset Management
New York
$124K 1,707 – –
Barclays
260
Barclays
United Kingdom
$122K 1,691 – –
PO
261
Private Ocean
California
$122K 1,686 – –
CAL
262
Capital Analysts LLC
Pennsylvania
$109K 1,500 +500 +50%
ST
263
Smithfield Trust
Pennsylvania
$102K 1,410 – –
First Manhattan
264
First Manhattan
New York
$97K 1,336 – –
Lazard Asset Management
265
Lazard Asset Management
New York
$95K 1,309 +409 +45%
AP
266
Atwood & Palmer
Missouri
$92K 1,271 +1,271 New
DSC
267
Duncker Streett & Co
Missouri
$85K 1,166 – –
FBT
268
Founders Bank & Trust
Michigan
$83K 1,148 – –
EWM
269
Evercore Wealth Management
New York
$82K 1,134 +800 +240%
WA
270
WFG Advisors
Texas
$81K 1,116 – –
EFSCE
271
Enterprise Financial Services Corp (EFSC)
Missouri
$75K 1,027 – –
WA
272
Winfield Associates
Ohio
$66K 920 – –
MAS
273
Madden Advisory Services
Florida
$61K 835 – –
WTB
274
Washington Trust Bank
Washington
$58K 800 – –
PSI
275
Pinnacle Summer Investments
Virginia
$53K 730 – –
9 10
11
12 13