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iShares Russell Mid-Cap Value ETF
IWS

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 %
CL
101
Choreo LLC
Illinois
$2.59M 34,451 +442 +1%
GIM
102
Goelzer Investment Management
Indiana
$2.52M 33,420 +905 +3%
SCG
103
Sonata Capital Group
Washington
$2.41M 32,075 -360 -1%
AP
104
Advisors Preferred
Maryland
$2.35M 31,179 +31,179 New
BA
105
BKS Advisors
Michigan
$2.31M 30,709 +30,709 New
FA
106
FCG Advisors
New Jersey
$2.29M 30,410 -1,049 -3%
CB
107
Community Bank
New York
$2.21M 29,355 +1,400 +5%
FUBT
108
First United Bank & Trust
Maryland
$2.19M 29,105 +1,811 +7%
ANB
109
Amarillo National Bank
Texas
$2.19M 29,042 – –
WSFS
110
Wilmington Savings Fund Society
Delaware
$2.06M 27,339 -1,915 -7%
SIA
111
Stancorp Investment Advisers
Oregon
$2.03M 26,976 +343 +1%
FBNAT
112
FirstMerit Bank N.A. Trustee
Ohio
$1.98M 26,294 -159 -0.6%
BJL
113
Brighton Jones LLC
Washington
$1.9M 25,235 -392 -2%
Creative Planning
114
Creative Planning
Kansas
$1.89M 25,112 -2,054 -8%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$1.89M 25,040 +1,453 +6%
UCFA
116
United Capital Financial Advisors
Texas
$1.88M 25,250 +643 +3%
SIA
117
Starfire Investment Advisers
Michigan
$1.81M 24,087 +24,087 New
WT
118
Whittier Trust
California
$1.71M 22,761 +458 +2%
FMBTD
119
First Midwest Bank Trust Division
Illinois
$1.7M 22,590 +22,590 New
IP
120
Investment Partners
Ohio
$1.65M 21,943 +389 +2%
AB
121
Atlas Brown
Kentucky
$1.65M 21,917 -20,486 -48%
CHC
122
City Holding Co
West Virginia
$1.64M 21,795 -115 -0.5%
SFG
123
Sage Financial Group
Pennsylvania
$1.63M 21,715 -3,039 -12%
VFS
124
VSR Financial Services
Kansas
$1.63M 21,658 +2,631 +14%
OC
125
Oppenheimer & Co
New York
$1.56M 20,765 -47 -0.2%
3 4
5
6 7