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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 %
WTNA
26
Wilmington Trust National Association
Delaware
$20.1M 305,307 +17,061 +6%
PWAG
27
Polaris Wealth Advisory Group
California
$19.3M 293,498 -261,475 -47%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$18.8M 285,987 -37,528 -12%
US Bancorp
29
US Bancorp
Minnesota
$17.3M 263,502 -1,596 -0.6%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$16.9M 256,710 +20,076 +8%
BF
31
BOK Financial
Oklahoma
$16.7M 254,009 +1,380 +0.5%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$16.6M 252,583 +8,249 +3%
FPIS
33
Financial Planning & Information Services
Wisconsin
$15.1M 229,901 +229,901 New
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$14.9M 226,787 -3,891 -2%
ANTB
35
AMG National Trust Bank
Colorado
$13.6M 206,502 +6,338 +3%
Goldman Sachs
36
Goldman Sachs
New York
$12.7M 192,891 +90,364 +88%
MA
37
MUFG Americas
New York
$11.9M 181,823 -3,624 -2%
QIM
38
Quest Investment Management
Oregon
$11.8M 179,705 – –
BPB
39
Badgley, Phelps & Bell
Washington
$11.6M 176,000 +5,134 +3%
JFG
40
JMG Financial Group
Illinois
$11.5M 175,358 +1,472 +0.8%
CAN
41
Cetera Advisor Networks
California
$11.2M 169,994 -21,191 -11%
JIC
42
Johnson Investment Counsel
Ohio
$11M 167,771 +1,493 +0.9%
MWM
43
Merriman Wealth Management
Washington
$10.9M 165,489 -3,497 -2%
MSA
44
Mason Street Advisors
Wisconsin
$10.8M 164,841 +164,841 New
TAG
45
Tactical Allocation Group
Michigan
$10.7M 162,633 -17,857 -10%
FMT
46
First Mercantile Trust
Tennessee
$10.3M 156,347 -9,364 -6%
NFA
47
Nationwide Fund Advisors
Ohio
$10.2M 155,223 -22,140 -12%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$10M 152,489 +12,374 +9%
HWA
49
Heritage Wealth Advisors
Virginia
$8.91M 135,452 +135,452 New
AMG
50
Asset Management Group
Connecticut
$8.9M 135,434 +254 +0.2%
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