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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 %
GT
51
Glenmede Trust
Pennsylvania
$8.86M 134,820 +3,795 +3%
CNB
52
City National Bank
California
$8.78M 133,587 +23,437 +21%
SPL
53
Smart Portfolios LLC
Washington
$8.43M 128,266 -4,286 -3%
SWM
54
Strategic Wealth Management
Washington
$7.32M 111,355 -2,914 -3%
RC
55
Riversville Capital
Connecticut
$7.03M 107,009 +20,706 +24%
Truist Financial
56
Truist Financial
North Carolina
$6.95M 105,842 -3,812 -3%
Franklin Resources
57
Franklin Resources
California
$6.62M 100,750 +5,450 +6%
Invesco
58
Invesco
Georgia
$6.38M 97,067 +660 +0.7%
William Blair & Company
59
William Blair & Company
Illinois
$5.96M 90,665 -2,024 -2%
B
60
Baird
Wisconsin
$5.75M 87,541 +1,942 +2%
AIG
61
American International Group
New York
$5.66M 86,072 -21,766 -20%
RJA
62
Raymond James & Associates
Florida
$5.55M 84,487 +7,885 +10%
Deutsche Bank
63
Deutsche Bank
Germany
$5.55M 84,455 +37,142 +79%
LFWA
64
LBJ Family Wealth Advisors
Texas
$5.52M 81,765 +81,765 New
MAA
65
Managed Account Advisors
New Jersey
$5.19M 79,046 +78,388 +11,913%
MA
66
MCF Advisors
Kentucky
$5.06M 73,648 +7,390 +11%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$5.03M 76,586 +1,105 +1%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$4.45M 67,647 +67,647 New
PGFC
69
Peapack-Gladstone Financial Corp
New Jersey
$4.21M 64,027 -6,115 -9%
LI
70
LMCG Investments
Massachusetts
$4.1M 62,403 +10,344 +20%
HFS
71
HL Financial Services
Kentucky
$3.87M 58,932 -612 -1%
HS
72
Huntington Steele
Pennsylvania
$3.84M 58,505 +5,586 +11%
V
73
Veritable
Delaware
$3.66M 55,634 – –
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$3.38M 51,360 +3,818 +8%
I2I
75
Insight 2811 Inc
Illinois
$3.3M 50,184 +19,390 +63%
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3
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