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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 %
1IA
76
1834 Investment Advisors
Wisconsin
$3.22M 48,990 – –
TSW
77
Thompson Siegel & Walmsley
Virginia
$3.21M 48,793 +48,793 New
NCMW
78
Northern Capital Management (Wisconsin)
Wisconsin
$3.2M 48,637 -1,125 -2%
AT
79
Arden Trust
Delaware
$3.19M 48,607 +4,436 +10%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$3.13M 47,565 -200,810 -81%
SCM
81
Steward Capital Management
Michigan
$3.1M 47,135 -5,000 -10%
LFG
82
LifePlan Financial Group
Ohio
$3.08M 46,926 +46,493 +10,737%
BTS
83
BB&T Securities
Virginia
$2.93M 4,464 – –
MFS
84
MSI Financial Services
Massachusetts
$2.85M 43,301 +4,625 +12%
Citigroup
85
Citigroup
New York
$2.69M 40,942 +3,111 +8%
OC
86
Oakworth Capital
Alabama
$2.62M 39,859 +39,859 New
TAIM
87
TD Ameritrade Investment Management
Nebraska
$2.5M 38,025 +53 +0.1%
NSCM
88
New South Capital Management
Tennessee
$2.42M 36,800 – –
SCM
89
Sterling Capital Management
North Carolina
$2.41M 36,698 -6,357 -15%
PI
90
Placemark Investments
Illinois
$2.32M 35,310 +1,475 +4%
GIM
91
Goelzer Investment Management
Indiana
$2.31M 35,095 -128 -0.4%
FA
92
FCG Advisors
New Jersey
$2.28M 34,631 -2,307 -6%
Creative Planning
93
Creative Planning
Kansas
$2.11M 32,051 +2,935 +10%
Prudential Financial
94
Prudential Financial
New Jersey
$2.09M 31,800 +2,200 +7%
FBNAT
95
FirstMerit Bank N.A. Trustee
Ohio
$2.05M 31,219 -818 -3%
CFS
96
Community Financial System
New York
$1.99M 30,265 -1,209 -4%
WSFS
97
Wilmington Savings Fund Society
Delaware
$1.93M 29,404 – –
PFBT
98
Parkside Financial Bank & Trust
Missouri
$1.91M 29,121 -1,021 -3%
Two Sigma Investments
99
Two Sigma Investments
New York
$1.79M 27,200 +27,200 New
STMM
100
South Texas Money Management
Texas
$1.77M 26,869 -280 -1%
2 3
4
5 6