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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

278 hedge funds and large institutions have $3.46B invested in iShares Russell Mid-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 83 reducing their positions, and 17 closing their positions.

Holders
278
Holders Change
+22
Holders Change %
+8.59%
% of All Funds
8.07%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
44
Increased
95
Reduced
83
Closed
17
Calls
$848K
Puts
$407K
Net Calls
+$441K
Net Calls Change
-$302K

Top Buyers

1
FPIS
1
Financial Planning & Information Services
Wisconsin
$15.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$215M
3
MSA
3
Mason Street Advisors
Wisconsin
$10.8M
4
TCT
4
TIAA CREF Trust
Missouri
$314M
5
Bank of America
5
Bank of America
North Carolina
$208M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
CB
2
Commerce Bank
Missouri
$235M
3
SIM
3
Sigma Investment Management
Oregon
$0
4
Ameriprise
4
Ameriprise
Minnesota
$22.5M
5
PWAG
5
Polaris Wealth Advisory Group
California
$19.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
101
Sage Financial Group
Pennsylvania
$1.62M 24,611 +24,611 New
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$1.59M 24,187 +2,329 +11%
BJL
103
Brighton Jones LLC
Washington
$1.57M 23,903 +72 +0.3%
FUBT
104
First United Bank & Trust
Maryland
$1.5M 22,885 +485 +2%
CHC
105
City Holding Co
West Virginia
$1.49M 22,695 +22,695 New
VFS
106
VSR Financial Services
Kansas
$1.49M 22,640 +17,640 +353%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$1.47M 22,313 -539 -2%
GW
108
GW & Wade
Massachusetts
$1.4M 21,336 +1,780 +9%
FHA
109
First Horizon Advisors
Tennessee
$1.37M 21,141 -1,367 -6%
BUB
110
BBVA USA Bancshares
Texas
$1.33M 20,191 +67 +0.3%
Northern Trust
111
Northern Trust
Illinois
$1.31M 19,987 +3,521 +21%
OC
112
Oppenheimer & Co
New York
$1.31M 19,933 +381 +2%
WTC
113
WhitTier Trust Company
Nevada
$1.3M 19,733 -6,800 -26%
HCMT
114
Highland Capital Management (Tennessee)
Tennessee
$1.16M 17,705 +23 +0.1%
TRCT
115
Tower Research Capital (TRC)
New York
$1.16M 17,609 -81,582 -82%
NFG
116
Nadler Financial Group
Illinois
$1.14M 17,330 – –
SFM
117
Systematic Financial Management
New Jersey
$1.08M 16,418 +16,418 New
WTIM
118
Wilmington Trust Investment Management
Delaware
$1.06M 16,343 +3,583 +28%
BCI
119
Brinker Capital Investments
Pennsylvania
$1.05M 16,000 -7,000 -30%
KFS
120
KMS Financial Services
Washington
$1.01M 15,328 -413 -3%
CBU
121
CIBC Bank USA
Illinois
$1.01M 15,304 – –
WI
122
Wedgewood Investors
Pennsylvania
$976K 14,846 -1,038 -7%
CS
123
Credit Suisse
Switzerland
$921K 14,017 +1,081 +8%
HighTower Advisors
124
HighTower Advisors
Illinois
$903K 13,743 +6,518 +90%
NG
125
NatWest Group
United Kingdom
$895K 13,620 -543 -4%
3 4
5
6 7