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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 %
GIM
101
Goelzer Investment Management
Indiana
$2.4M 32,515 -1,495 -4%
SCG
102
Sonata Capital Group
Washington
$2.39M 32,435 +32,435 New
FA
103
FCG Advisors
New Jersey
$2.33M 31,459 -5,479 -15%
STMM
104
South Texas Money Management
Texas
$2.3M 31,185 +6,366 +26%
HighTower Advisors
105
HighTower Advisors
Illinois
$2.29M 31,007 +4,167 +16%
CRM
106
Cramer Rosenthal McGlynn
Connecticut
$2.2M 29,882 +29,882 New
WSFS
107
Wilmington Savings Fund Society
Delaware
$2.16M 29,254 – –
ANB
108
Amarillo National Bank
Texas
$2.14M 29,042 +981 +3%
Millennium Management
109
Millennium Management
New York
$2.13M 28,835 +24,437 +556%
EAMA
110
EFG Asset Management (Americas)
Florida
$2.12M 29,614 +29,373 +12,188%
CB
111
Community Bank
New York
$2.06M 27,955 +27,955 New
FUBT
112
First United Bank & Trust
Maryland
$2.01M 27,294 +1,615 +6%
Creative Planning
113
Creative Planning
Kansas
$2M 27,166 -9,241 -25%
SIA
114
Stancorp Investment Advisers
Oregon
$1.96M 26,633 +26,633 New
FBNAT
115
FirstMerit Bank N.A. Trustee
Ohio
$1.95M 26,453 -1,903 -7%
BCM
116
BTC Capital Management
Iowa
$1.94M 26,270 -31,510 -55%
BJL
117
Brighton Jones LLC
Washington
$1.89M 25,627 -670 -3%
SFG
118
Sage Financial Group
Pennsylvania
$1.83M 24,754 -330 -1%
UCFA
119
United Capital Financial Advisors
Texas
$1.82M 24,607 +12,107 +97%
GC
120
GW Capital
Washington
$1.79M 24,323 +24,323 New
RJFSA
121
Raymond James Financial Services Advisors
Florida
$1.74M 23,587 +128 +0.5%
WT
122
Whittier Trust
California
$1.65M 22,303 -1,894 -8%
Two Sigma Advisers
123
Two Sigma Advisers
New York
$1.64M 22,200 +200 +0.9%
CHC
124
City Holding Co
West Virginia
$1.62M 21,910 -525 -2%
IP
125
Investment Partners
Ohio
$1.59M 21,554 +21,554 New
3 4
5
6 7