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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

351 hedge funds and large institutions have $4.31B invested in iShares Russell Mid-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
351
Holders Change
+46
Holders Change %
+15.08%
% of All Funds
9.37%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.67%
New
75
Increased
106
Reduced
98
Closed
22
Calls
$4.34M
Puts
–
Net Calls
+$4.34M
Net Calls Change
+$4.01M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$110M
2
Wells Fargo
2
Wells Fargo
California
$311M
3
Betterment LLC
3
Betterment LLC
New York
$29M
4
TCT
4
TIAA CREF Trust
Missouri
$456M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$167M

Top Sellers

1
CM
1
Churchill Management
California
$0
2
American Century Companies
2
American Century Companies
Missouri
$256M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.69M
4
Goldman Sachs
4
Goldman Sachs
New York
$46M
5
AssetMark Inc
5
AssetMark Inc
California
$65K
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
76
MSI Financial Services
Massachusetts
$4.48M 60,747 +31,786 +110%
LI
77
LMCG Investments
Massachusetts
$4.27M 57,868 -3,052 -5%
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$4.08M 55,344 +1,367 +3%
TSW
79
Thompson Siegel & Walmsley
Virginia
$4.07M 55,236 +53,187 +2,596%
IWA
80
Inspirion Wealth Advisors
Illinois
$4.06M 55,099 +55,099 New
FC
81
Forte Capital
New York
$4.05M 54,834 -1,230 -2%
I2I
82
Insight 2811 Inc
Illinois
$3.97M 53,771 -2,437 -4%
SIM
83
Strategic Income Management
Washington
$3.94M 53,360 +53,360 New
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$3.91M 53,015 -2,456 -4%
HFS
85
HL Financial Services
Kentucky
$3.82M 51,801 +902 +2%
Northern Trust
86
Northern Trust
Illinois
$3.79M 51,342 +8,729 +20%
1IA
87
1834 Investment Advisors
Wisconsin
$3.6M 48,834 – –
Franklin Resources
88
Franklin Resources
California
$3.58M 48,521 -34,620 -42%
Deutsche Bank
89
Deutsche Bank
Germany
$3.44M 46,721 +398 +0.9%
Citigroup
90
Citigroup
New York
$3.44M 46,611 +1,498 +3%
V
91
Veritable
Delaware
$3.41M 46,234 -9,100 -16%
BIM
92
BlackRock Investment Management
Delaware
$3.37M 45,615 +22,847 +100%
NCMW
93
Northern Capital Management (Wisconsin)
Wisconsin
$3.29M 44,544 -1,235 -3%
GFG
94
Gray Financial Group
Georgia
$3.22M 43,625 +43,625 New
AB
95
Atlas Brown
Kentucky
$3.13M 42,403 -1,223 -3%
F
96
FolioMetrix
Nebraska
$3.05M 41,734 +41,734 New
CPIG
97
Chicago Partners Investment Group
Illinois
$2.82M 38,272 +38,272 New
TAIM
98
TD Ameritrade Investment Management
Nebraska
$2.76M 37,473 -22 -0.1%
AT
99
Arden Trust
Delaware
$2.63M 35,598 -1,187 -3%
CL
100
Choreo LLC
Illinois
$2.51M 34,009 -199 -0.6%
2 3
4
5 6