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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

246 hedge funds and large institutions have $3.35B invested in iShares Russell Mid-Cap Value ETF in 2013 Q2 according to their latest regulatory filings, with 246 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
246
Holders Change
+246
Holders Change %
–
% of All Funds
8.03%
Holding in Top 10
20
Holding in Top 10 Change
+20
Holding in Top 10 Change %
%
% of All Funds
0.65%
New
246
Increased
–
Reduced
–
Closed
–
Calls
$579K
Puts
$1.56M
Net Calls
-$979K
Net Calls Change
-$979K

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$254M
2
CB
2
Commerce Bank
Missouri
$239M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$219M
4
American Century Companies
4
American Century Companies
Missouri
$187M
5
Bank of America
5
Bank of America
North Carolina
$171M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$1.47M 25,453 +25,453 New
RIM
102
Regent Investment Management
Kentucky
$1.45M 24,950 +24,950 New
Deutsche Bank
103
Deutsche Bank
Germany
$1.43M 24,708 +24,708 New
FIMS
104
FBL Investment Management Services
Iowa
$1.41M 24,356 +24,356 New
Prudential Financial
105
Prudential Financial
New Jersey
$1.39M 24,000 +24,000 New
BCI
106
Brinker Capital Investments
Pennsylvania
$1.33M 23,000 +23,000 New
WCM
107
Weatherstone Capital Management
Colorado
$1.3M 22,325 +22,325 New
FUBT
108
First United Bank & Trust
Maryland
$1.28M 22,148 +22,148 New
BUB
109
BBVA USA Bancshares
Texas
$1.22M 21,025 +21,025 New
OC
110
Oppenheimer & Co
New York
$1.17M 20,151 +20,151 New
LI
111
LMCG Investments
Massachusetts
$1.15M 19,820 +19,820 New
GW
112
GW & Wade
Massachusetts
$1.1M 19,050 +19,050 New
MFS
113
MSI Financial Services
Massachusetts
$1.05M 18,063 +18,063 New
HCMT
114
Highland Capital Management (Tennessee)
Tennessee
$1.02M 17,682 +17,682 New
NFG
115
Nadler Financial Group
Illinois
$1M 17,330 +17,330 New
WI
116
Wedgewood Investors
Pennsylvania
$934K 16,133 +16,133 New
Northern Trust
117
Northern Trust
Illinois
$881K 15,205 +15,205 New
NSCM
118
New South Capital Management
Tennessee
$880K 15,200 +15,200 New
FHC
119
First Horizon Corporation
Tennessee
$863K 14,894 +14,894 New
PFA
120
Pure Financial Advisors
California
$860K 14,846 +14,846 New
NG
121
NatWest Group
United Kingdom
$850K 14,678 +14,678 New
UCFA
122
United Capital Financial Advisors
Texas
$816K 14,084 +14,084 New
CBU
123
CIBC Bank USA
Illinois
$803K 13,866 +13,866 New
KFS
124
KMS Financial Services
Washington
$802K 13,843 +13,843 New
TNBTD
125
Trustmark National Bank Trust Department
Mississippi
$776K 13,400 +13,400 New
3 4
5
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