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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 %
CFS
101
Community Financial System
New York
$2.25M 31,015 +900 +3%
M&T Bank
102
M&T Bank
New York
$2.24M 30,843 +16,008 +108%
WSFS
103
Wilmington Savings Fund Society
Delaware
$2.14M 29,404 – –
FBNAT
104
FirstMerit Bank N.A. Trustee
Ohio
$2.11M 29,101 -1,822 -6%
MFS
105
MSI Financial Services
Massachusetts
$2.07M 28,445 -18,580 -40%
NSCM
106
New South Capital Management
Tennessee
$1.92M 26,370 +5,300 +25%
TFA
107
Transamerica Financial Advisors
Florida
$1.91M 26,336 +17,595 +201%
SCM
108
Steward Capital Management
Michigan
$1.89M 26,025 -15,350 -37%
ANB
109
Amarillo National Bank
Texas
$1.85M 25,429 +8,017 +46%
STMM
110
South Texas Money Management
Texas
$1.84M 25,298 -723 -3%
SFG
111
Sage Financial Group
Pennsylvania
$1.83M 25,229 +282 +1%
FUBT
112
First United Bank & Trust
Maryland
$1.81M 24,959 +1,229 +5%
RIM
113
Regent Investment Management
Kentucky
$1.76M 24,202 +19,700 +438%
BJL
114
Brighton Jones LLC
Washington
$1.75M 24,084 +496 +2%
TSW
115
Thompson Siegel & Walmsley
Virginia
$1.75M 24,048 -16,329 -40%
OC
116
Oakworth Capital
Alabama
$1.73M 23,815 +2,769 +13%
HighTower Advisors
117
HighTower Advisors
Illinois
$1.63M 22,109 +3,073 +16%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$1.61M 22,229 +76 +0.3%
CHC
119
City Holding Co
West Virginia
$1.58M 22,475 -95 -0.4%
GW
120
GW & Wade
Massachusetts
$1.54M 21,186 +146 +0.7%
KFS
121
KMS Financial Services
Washington
$1.48M 20,396 +3,638 +22%
OC
122
Oppenheimer & Co
New York
$1.48M 20,352 -201 -1%
WTC
123
WhitTier Trust Company
Nevada
$1.46M 20,110 +225 +1%
WT
124
Whittier Trust
California
$1.46M 20,099 +7,314 +57%
FHA
125
First Horizon Advisors
Tennessee
$1.42M 19,766 -643 -3%
3 4
5
6 7