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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 %
BRWM
301
B. Riley Wealth Management
Tennessee
$9K 137 -44 -24%
WEC
302
Winslow Evans & Crocker
Massachusetts
$8.06K 111 – –
DBT
303
Dubuque Bank & Trust
Iowa
$8K 107 – –
RFA
304
Reilly Financial Advisors
California
$7K 90 +58 +181%
BAM
305
Brave Asset Management
New Jersey
$6K 79 – –
MAM
306
Meeder Asset Management
Ohio
$3K 36 – –
NMIS
307
Northwestern Mutual Investment Services
Wisconsin
$3K 39 – –
CFA
308
Camarda Financial Advisors
Florida
$1K 17 – –
TIM
309
Tortoise Investment Management
New York
$1K 11 +11 New
DS
310
DRW Securities
Illinois
– – -121,451 Closed
RC
311
Riversville Capital
Connecticut
– – -90,792 Closed
TRCT
312
Tower Research Capital (TRC)
New York
– – -66,518 Closed
NFG
313
Nadler Financial Group
Illinois
– – -16,550 Closed
Citadel Advisors
314
Citadel Advisors
Florida
– – -12,587 Closed
FTUS
315
Flow Traders U.S.
New York
– – -11,091 Closed
FB
316
Fulton Bank
Pennsylvania
– – -8,757 Closed
GCA
317
Greenwood Capital Associates
South Carolina
– – -8,200 Closed
TH
318
Timber Hill
Connecticut
– – -7,462 Closed
MSTVIM
319
Messner & Smith Theme Value Investment Management
California
– – -6,635 Closed
LPT
320
Legacy Private Trust
Wisconsin
– – -6,103 Closed
KAM
321
Keeley Asset Management
Illinois
– – -4,400 Closed
LWM
322
Lyons Wealth Management
Florida
– – -3,831 Closed
PFA
323
Paradigm Financial Advisors
Missouri
– – -1,688 Closed
CCM
324
Carderock Capital Management
Maryland
– – -684 Closed
BJ
325
Brouwer & Janachowski
California
– – -550 Closed
10 11 12
13
14