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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 %
1IA
76
1834 Investment Advisors
Wisconsin
$3.37M 48,990 – –
NCMW
77
Northern Capital Management (Wisconsin)
Wisconsin
$3.33M 48,442 -195 -0.4%
MFS
78
MSI Financial Services
Massachusetts
$3.23M 47,025 +3,724 +9%
AB
79
Atlas Brown
Kentucky
$3.2M 46,624 +46,624 New
BTS
80
BB&T Securities
Virginia
$3.05M 4,443 -21 -0.5%
AT
81
Arden Trust
Delaware
$3.01M 43,731 -4,876 -10%
SCM
82
Steward Capital Management
Michigan
$2.84M 41,375 -5,760 -12%
TSW
83
Thompson Siegel & Walmsley
Virginia
$2.78M 40,377 -8,416 -17%
TAIM
84
TD Ameritrade Investment Management
Nebraska
$2.58M 37,539 -486 -1%
Prudential Financial
85
Prudential Financial
New Jersey
$2.51M 36,500 +4,700 +15%
CL
86
Choreo LLC
Illinois
$2.4M 34,956 +34,956 New
LFG
87
LifePlan Financial Group
Ohio
$2.4M 34,932 -11,994 -26%
GIM
88
Goelzer Investment Management
Indiana
$2.35M 34,165 -930 -3%
Northern Trust
89
Northern Trust
Illinois
$2.3M 33,499 +13,512 +68%
FA
90
FCG Advisors
New Jersey
$2.27M 32,968 -1,663 -5%
Creative Planning
91
Creative Planning
Kansas
$2.18M 31,757 -294 -0.9%
PI
92
Placemark Investments
Illinois
$2.17M 31,556 -3,754 -11%
WIC
93
Whitegate Investment Counselors
New Hampshire
$2.15M 30,307 +30,307 New
FBNAT
94
FirstMerit Bank N.A. Trustee
Ohio
$2.13M 30,923 -296 -0.9%
CFS
95
Community Financial System
New York
$2.07M 30,115 -150 -0.5%
WSFS
96
Wilmington Savings Fund Society
Delaware
$2.02M 29,404 – –
STMM
97
South Texas Money Management
Texas
$1.79M 26,021 -848 -3%
PFBT
98
Parkside Financial Bank & Trust
Missouri
$1.76M 25,635 -3,486 -12%
SFG
99
Sage Financial Group
Pennsylvania
$1.72M 24,947 +336 +1%
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
$1.67M 24,335 +148 +0.6%
2 3
4
5 6