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iShares Russell Mid-Cap Value ETF
IWS

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 %
GLA
126
Great Lakes Advisors
Illinois
$760K 13,117 +13,117 New
TCM
127
Telos Capital Management
California
$749K 12,925 +12,925 New
WTIM
128
Wilmington Trust Investment Management
Delaware
$747K 12,901 +12,901 New
WB
129
WesBanco Bank
West Virginia
$743K 12,812 +12,812 New
WT
130
Whittier Trust
California
$740K 12,785 +12,785 New
RFC
131
Regions Financial Corp
Alabama
$726K 12,544 +12,544 New
MCM
132
Maryland Capital Management
Maryland
$695K 12,000 +12,000 New
Creative Planning
133
Creative Planning
Kansas
$685K 11,819 +11,819 New
SCM
134
SOL Capital Management
Maryland
$669K 11,550 +11,550 New
ICAS
135
Investors Capital Advisory Services
Massachusetts
$660K 11,407 +11,407 New
CIC
136
Carnegie Investment Counsel
Ohio
$652K 11,254 +11,254 New
NTCOC
137
Northern Trust Company of Connecticut
Connecticut
$645K 11,143 +11,143 New
CTC
138
Central Trust Company
Missouri
$630K 10,881 +10,881 New
CCMG
139
Clark Capital Management Group
Pennsylvania
$624K 10,765 +10,765 New
HNB
140
Huntington National Bank
Ohio
– – – –
BRWA
141
B. Riley Wealth Advisors
Florida
$593K 10,243 +10,243 New
FNT
142
First National Trust
Pennsylvania
$572K 9,883 +9,883 New
ZF
143
Zhang Financial
Michigan
$569K 9,832 +9,832 New
HighTower Advisors
144
HighTower Advisors
Illinois
$564K 9,739 +9,739 New
FCI
145
Financial Counselors Inc
Kansas
$560K 9,660 +9,660 New
Mariner
146
Mariner
Kansas
$540K 9,317 +9,317 New
SC
147
SouthState Corp
Florida
$528K 9,115 +9,115 New
AFC
148
AFT Forsyth & Company
Florida
$478K 8,255 +8,255 New
CC
149
Courier Capital
New York
$473K 8,160 +8,160 New
CDIA
150
Capital Directions Investment Advisors
Georgia
$464K 8,007 +8,007 New
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