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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 %
GT
76
Glenmede Trust
Pennsylvania
$4.16M 57,313 +505 +0.9%
PGFC
77
Peapack-Gladstone Financial Corp
New Jersey
$4.06M 55,942 -6,320 -10%
PI
78
Placemark Investments
Illinois
$4.05M 55,819 +24,263 +77%
V
79
Veritable
Delaware
$4.04M 55,634 – –
I2I
80
Insight 2811 Inc
Illinois
$3.99M 54,936 +954 +2%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$3.97M 54,721 +30,386 +125%
HFS
82
HL Financial Services
Kentucky
$3.79M 52,205 -6,848 -12%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$3.59M 49,383 -3,277 -6%
AB
84
Atlas Brown
Kentucky
$3.58M 49,366 +2,742 +6%
Prudential Financial
85
Prudential Financial
New Jersey
$3.56M 49,046 +12,546 +34%
1IA
86
1834 Investment Advisors
Wisconsin
$3.56M 48,990 – –
WFM
87
Wilmington Funds Management
Delaware
$3.51M 48,270 +48,270 New
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$3.42M 47,103 +47,103 New
NCMW
89
Northern Capital Management (Wisconsin)
Wisconsin
$3.37M 46,442 -2,000 -4%
Deutsche Bank
90
Deutsche Bank
Germany
$3.26M 44,886 +22,224 +98%
BTS
91
BB&T Securities
Virginia
$3.23M 4,443 – –
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.13M 43,106 +41,796 +3,191%
Ameriprise
93
Ameriprise
Minnesota
$3.13M 43,377 +21,856 +102%
AT
94
Arden Trust
Delaware
$2.82M 38,891 -4,840 -11%
LFG
95
LifePlan Financial Group
Ohio
$2.77M 38,185 +3,253 +9%
TAIM
96
TD Ameritrade Investment Management
Nebraska
$2.76M 37,940 +401 +1%
GIM
97
Goelzer Investment Management
Indiana
$2.49M 34,350 +185 +0.5%
Creative Planning
98
Creative Planning
Kansas
$2.47M 34,064 +2,307 +7%
CL
99
Choreo LLC
Illinois
$2.41M 33,237 -1,719 -5%
FA
100
FCG Advisors
New Jersey
$2.37M 32,614 -354 -1%
2 3
4
5 6