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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 %
BAM
276
Brave Asset Management
New Jersey
$5K 79 +79 New
RFA
277
Reilly Financial Advisors
California
$2K 32 – –
CFA
278
Camarda Financial Advisors
Florida
$1K 17 +17 New
Manulife (Manufacturers Life Insurance)
279
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93 1,410 +1,410 New
FMP
280
Financial Management Professionals
Texas
– – -674,331 Closed
SIM
281
Sigma Investment Management
Oregon
– – -403,550 Closed
DS
282
DRW Securities
Illinois
– – -71,835 Closed
WCM
283
Weatherstone Capital Management
Colorado
– – -39,335 Closed
VKH
284
Virtu KCG Holdings
New York
– – -26,820 Closed
FIMS
285
FBL Investment Management Services
Iowa
– – -24,356 Closed
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
– – -13,400 Closed
TU
287
TDAM USA
Ontario, Canada
– – -12,033 Closed
Verition Fund Management
288
Verition Fund Management
Connecticut
– – -7,290 Closed
AR
289
Advisory Research
Illinois
– – -4,581 Closed
MBT
290
Montecito Bank & Trust
California
– – -4,494 Closed
RIA
291
Regal Investment Advisors
Michigan
– – -4,269 Closed
VF
292
Virtu Financial
New York
– – -3,671 Closed
GC
293
Guggenheim Capital
Illinois
– – -1,703 Closed
PP
294
Palladium Partners
Virginia
– – -1,380 Closed
FANJ
295
Financial Architects (New Jersey)
New Jersey
– – -526 Closed
AA
296
AlphaMark Advisors
Kentucky
– – -90 Closed
JG
297
Jefferies Group
New York
– – – –
8 9 10 11
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