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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

294 hedge funds and large institutions have $3.54B invested in iShares Russell Mid-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 18 closing their positions.

Holders
294
Holders Change
+16
Holders Change %
+5.76%
% of All Funds
8.5%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
38
Increased
86
Reduced
109
Closed
18
Calls
$1.22M
Puts
–
Net Calls
+$1.22M
Net Calls Change
+$782K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$219M
2
Bank of America
2
Bank of America
North Carolina
$241M
3
Morgan Stanley
3
Morgan Stanley
New York
$246M
4
TCT
4
TIAA CREF Trust
Missouri
$347M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$18.2M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$135M
2
CM
2
Churchill Management
California
$97.7M
3
Ameriprise
3
Ameriprise
Minnesota
$1.48M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.61M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWAG
26
Polaris Wealth Advisory Group
California
$20.6M 299,609 +6,111 +2%
WTNA
27
Wilmington Trust National Association
Delaware
$19M 276,792 -28,515 -9%
US Bancorp
28
US Bancorp
Minnesota
$18.9M 275,564 +12,062 +5%
CCMG
29
Clark Capital Management Group
Pennsylvania
$18.2M 265,002 +256,846 +3,149%
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$17.9M 260,532 +7,949 +3%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$16.6M 241,694 -15,016 -6%
FPIS
32
Financial Planning & Information Services
Wisconsin
$15.9M 231,501 +1,600 +0.7%
SWM
33
Strategic Wealth Management
Washington
$14.4M 209,823 +98,468 +88%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$14.3M 207,763 -19,024 -8%
FMP
35
Financial Management Professionals
Texas
$13.9M 202,609 +202,609 New
ANTB
36
AMG National Trust Bank
Colorado
$13.3M 194,206 -12,296 -6%
BPB
37
Badgley, Phelps & Bell
Washington
$12.6M 182,841 +6,841 +4%
QIM
38
Quest Investment Management
Oregon
$12.4M 179,705 – –
Goldman Sachs
39
Goldman Sachs
New York
$12.1M 176,694 -16,197 -8%
JFG
40
JMG Financial Group
Illinois
$11.9M 172,876 -2,482 -1%
CAN
41
Cetera Advisor Networks
California
$11.8M 171,619 +1,625 +1%
JIC
42
Johnson Investment Counsel
Ohio
$11.7M 170,771 +3,000 +2%
MA
43
MUFG Americas
New York
$11.6M 168,380 -13,443 -7%
CNB
44
City National Bank
California
$11.1M 160,843 +27,256 +20%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$10.5M 153,165 +676 +0.4%
FMT
46
First Mercantile Trust
Tennessee
$10.2M 148,435 -7,912 -5%
Citigroup
47
Citigroup
New York
$9.61M 139,818 +98,876 +242%
AMG
48
Asset Management Group
Connecticut
$9.5M 138,224 +2,790 +2%
BFA
49
Beaumont Financial Advisors
Massachusetts
$8.75M 127,267 +127,267 New
SPL
50
Smart Portfolios LLC
Washington
$8.57M 124,734 -3,532 -3%
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