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iShares Russell Mid-Cap Value ETF
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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 %
BAM
301
Brave Asset Management
New Jersey
$6K 79 – –
KTC
302
Kistler-Tiffany Companies
Pennsylvania
$5K 72 +72 New
Manulife (Manufacturers Life Insurance)
303
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.02K 43,106 – –
MAM
304
Meeder Asset Management
Ohio
$3K 36 – –
CFA
305
Camarda Financial Advisors
Florida
$1K 17 – –
NG
306
NatWest Group
United Kingdom
$812 11,613 -535 -4%
CRM
307
Cramer Rosenthal McGlynn
Connecticut
– – -522,500 Closed
SIM
308
Sigma Investment Management
Oregon
– – -373,038 Closed
FMP
309
Financial Management Professionals
Texas
– – -206,945 Closed
VOYA Investment Management
310
VOYA Investment Management
Georgia
– – -91,300 Closed
Two Sigma Investments
311
Two Sigma Investments
New York
– – -19,330 Closed
BCI
312
Brinker Capital Investments
Pennsylvania
– – -16,000 Closed
PSW
313
Portfolio Strategies (Washington)
Washington
– – -15,292 Closed
HB
314
Homrich & Berg
Georgia
– – -8,100 Closed
MIH
315
Madison Investment Holdings
Wisconsin
– – -7,539 Closed
Brown Advisory
316
Brown Advisory
Maryland
– – -6,244 Closed
AW
317
ACG Wealth
Georgia
– – -4,587 Closed
SCM
318
Schneider Capital Management
Pennsylvania
– – -4,336 Closed
Natixis Advisors
319
Natixis Advisors
Massachusetts
– – -3,790 Closed
HI
320
Horizon Investments
North Carolina
– – -3,336 Closed
FNBOO
321
First National Bank of Omaha
Nebraska
– – -3,014 Closed
KCPG
322
Kavar Capital Partners Group
Kansas
– – -2,857 Closed
SYBT
323
Stock Yards Bank & Trust
Kentucky
– – -2,821 Closed
BDF
324
Balasa Dinverno & Foltz
– – -2,800 Closed
PAS
325
Partnervest Advisory Services
California
– – -1,801 Closed
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