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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

354 hedge funds and large institutions have $4.6B invested in iShares Russell Mid-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 97 reducing their positions, and 27 closing their positions.

Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
9.44%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
36
Increased
121
Reduced
97
Closed
27
Calls
$2.4M
Puts
$233K
Net Calls
+$2.17M
Net Calls Change
-$2.17M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$314M
2
TCT
2
TIAA CREF Trust
Missouri
$499M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.2M
4
ZB
4
Zions Bancorporation
Utah
$30M
5
M&T Bank
5
M&T Bank
New York
$96M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$4.32M
2
MSA
2
Mason Street Advisors
Wisconsin
$0
3
GC
3
Guggenheim Capital
Illinois
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$24.6M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
76
Managed Account Advisors
New Jersey
$4.32M 57,458 -219,004 -79%
GT
77
Glenmede Trust
Pennsylvania
$4.32M 57,468 -5,729 -9%
SRSA
78
S.R. Schill & Associates
Washington
$4.29M 56,978 -12,839 -18%
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$4.13M 54,884 -460 -0.8%
FC
80
Forte Capital
New York
$4.13M 54,609 -225 -0.4%
I2I
81
Insight 2811 Inc
Illinois
$4.11M 54,604 +833 +2%
CPIG
82
Chicago Partners Investment Group
Illinois
$4.02M 54,461 +16,189 +42%
SIM
83
Strategic Income Management
Washington
$3.93M 52,274 -1,086 -2%
1IA
84
1834 Investment Advisors
Wisconsin
$3.67M 48,734 -100 -0.2%
HFS
85
HL Financial Services
Kentucky
$3.65M 48,552 -3,249 -6%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$3.65M 48,455 -4,560 -9%
Citigroup
87
Citigroup
New York
$3.64M 48,394 +1,783 +4%
V
88
Veritable
Delaware
$3.48M 46,234 – –
Millennium Management
89
Millennium Management
New York
$3.36M 44,610 +15,775 +55%
Northern Trust
90
Northern Trust
Illinois
$3.32M 44,154 -7,188 -14%
GFG
91
Gray Financial Group
Georgia
$3.24M 43,022 -603 -1%
BIM
92
BlackRock Investment Management
Delaware
$3.23M 42,966 -2,649 -6%
OAM
93
Occidental Asset Management
California
$3.18M 42,259 +24,355 +136%
LI
94
LMCG Investments
Massachusetts
$3M 39,790 -18,078 -31%
NCMW
95
Northern Capital Management (Wisconsin)
Wisconsin
$2.92M 38,764 -5,780 -13%
MA
96
MCF Advisors
Kentucky
$2.89M 38,441 -26,222 -41%
STMM
97
South Texas Money Management
Texas
$2.86M 37,989 +6,804 +22%
TAIM
98
TD Ameritrade Investment Management
Nebraska
$2.79M 37,035 -438 -1%
FHA
99
First Horizon Advisors
Tennessee
$2.74M 36,434 +17,218 +90%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$2.62M 34,816 +34,816 New
2 3
4
5 6