IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

305 hedge funds and large institutions have $4.09B invested in iShares Russell Mid-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 110 increasing their positions, 103 reducing their positions, and 24 closing their positions.

Holders
305
Holders Change
-3
Holders Change %
-0.97%
% of All Funds
8.86%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.52%
New
25
Increased
110
Reduced
103
Closed
24
Calls
$329K
Puts
–
Net Calls
+$329K
Net Calls Change
-$702K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$284M
2
M&T Bank
2
M&T Bank
New York
$64.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$63.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$138M
5
TCT
5
TIAA CREF Trust
Missouri
$407M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$258M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$239K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$36.4M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$0
5
CM
5
Churchill Management
California
$92.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FBT
276
Founders Bank & Trust
Michigan
$29K 413 -735 -64%
SNT
277
Security National Trust
West Virginia
$22K 317 +317 New
FANJ
278
Financial Architects (New Jersey)
New Jersey
$21K 300 -226 -43%
BBPWM
279
Blue Bell Private Wealth Management
Pennsylvania
$21K 300 – –
CFA
280
Carroll Financial Associates
North Carolina
$20K 280 – –
MWP
281
MYCIO Wealth Partners
Pennsylvania
$20K 280 – –
FWM
282
Focused Wealth Management
New York
$19K 270 +1 +0.4%
PSUF
283
People's United Financial
Connecticut
$19K 268 +44 +20%
ACS
284
Archford Capital Strategies
Illinois
$18K 250 – –
EAMA
285
EFG Asset Management (Americas)
Florida
$18K 241 +241 New
JFA
286
JNBA Financial Advisors
Minnesota
$16K 231 – –
PCTC
287
Perkins Coie Trust Company
Washington
$16K 229 +229 New
TDC
288
Thompson Davis & Co
Virginia
$15K 208 – –
VIA
289
Vantage Investment Advisors
Pennsylvania
$14K 206 – –
TFO
290
Tarbox Family Office
California
$14K 197 +197 New
GAM
291
Gemmer Asset Management
California
$12K 176 +1 +0.6%
LNB
292
Ledyard National Bank
$11K 156 – –
BFEC
293
Benjamin F. Edwards & Company
Missouri
$11K 150 – –
S
294
SignatureFD
Georgia
$11K 150 – –
SCA
295
Strategic Capital Alternatives
United States
$11K 156 +156 New
CP
296
Corbenic Partners
Pennsylvania
$10K 141 – –
CFN
297
Cordasco Financial Network
Florida
$10K 141 +141 New
WF
298
WealthTrust Fairport
Ohio
$9K 125 -70 -36%
WEC
299
Winslow Evans & Crocker
Massachusetts
$7.77K 112 +1 +0.9%
BAM
300
Brave Asset Management
New Jersey
$6K 79 – –
10 11
12
13 14