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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 %
WT
26
Wilmington Trust
Delaware
$29.1M 400,217 -53,426 -12%
SIM
27
Sigma Investment Management
Oregon
$27.1M 373,038 +373,038 New
Goldman Sachs
28
Goldman Sachs
New York
$22.9M 315,333 +138,639 +78%
Victory Capital Management
29
Victory Capital Management
Texas
$22.3M 306,600 – –
BF
30
BOK Financial
Oklahoma
$22M 302,660 -1,566 -0.5%
US Bancorp
31
US Bancorp
Minnesota
$20.2M 278,560 +2,996 +1%
CAN
32
Cetera Advisor Networks
California
$19.2M 264,952 +93,333 +54%
WSTAM
33
Wilbanks Smith & Thomas Asset Management
Virginia
$19.1M 263,350 +2,818 +1%
WTNA
34
Wilmington Trust National Association
Delaware
$17.7M 243,530 -33,262 -12%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$17.6M 242,277 +583 +0.2%
Citigroup
36
Citigroup
New York
$17.5M 241,088 +101,270 +72%
FPIS
37
Financial Planning & Information Services
Wisconsin
$16.4M 225,529 -5,972 -3%
FMP
38
Financial Management Professionals
Texas
$15M 206,945 +4,336 +2%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$14.5M 199,029 -8,734 -4%
SWM
40
Strategic Wealth Management
Washington
$14.1M 194,636 -15,187 -7%
MA
41
MUFG Americas
New York
$14.1M 193,765 +25,385 +15%
BFA
42
Beaumont Financial Advisors
Massachusetts
$13.8M 190,489 +63,222 +50%
BPB
43
Badgley, Phelps & Bell
Washington
$13.2M 182,044 -797 -0.4%
QIM
44
Quest Investment Management
Oregon
$13M 179,705 – –
ANTB
45
AMG National Trust Bank
Colorado
$12.8M 176,765 -17,441 -9%
JFG
46
JMG Financial Group
Illinois
$12.4M 171,248 -1,628 -0.9%
JIC
47
Johnson Investment Counsel
Ohio
$12.3M 168,865 -1,906 -1%
Truist Financial
48
Truist Financial
North Carolina
$12M 165,175 +61,320 +59%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$11.7M 161,808 +8,643 +6%
CNB
50
City National Bank
California
$11M 151,845 -8,998 -6%
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