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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 %
GLA
126
Great Lakes Advisors
Illinois
$890K 13,551 -163 -1%
ICAS
127
Investors Capital Advisory Services
Massachusetts
$889K 13,542 +399 +3%
ANB
128
Amarillo National Bank
Texas
$885K 13,476 +460 +4%
VNIM
129
Vaughan Nelson Investment Management
Texas
$867K 13,190 -2,375 -15%
PFA
130
Pure Financial Advisors
California
$861K 13,096 -827 -6%
UCFA
131
United Capital Financial Advisors
Texas
$851K 12,944 +1,088 +9%
WB
132
WesBanco Bank
West Virginia
$850K 12,925 +55 +0.4%
WT
133
Whittier Trust
California
$840K 12,785 – –
RFC
134
Regions Financial Corp
Alabama
$825K 12,544 – –
NTCOC
135
Northern Trust Company of Connecticut
Connecticut
$800K 12,182 -647 -5%
MSTVIM
136
Messner & Smith Theme Value Investment Management
California
$791K 12,045 +12,045 New
CTC
137
Central Trust Company
Missouri
$773K 11,766 +1,832 +18%
MCM
138
Maryland Capital Management
Maryland
$769K 11,700 -300 -3%
TCM
139
Telos Capital Management
California
$750K 11,410 -820 -7%
BRWA
140
B. Riley Wealth Advisors
Florida
$743K 11,310 +827 +8%
CIC
141
Carnegie Investment Counsel
Ohio
$739K 11,248 -317 -3%
IA
142
Ibbotson Associates
Illinois
$720K 10,957 +2,662 +32%
FAAS
143
First Allied Advisory Services
California
$702K 10,731 -56,287 -84%
M&T Bank
144
M&T Bank
New York
$696K 10,588 +2,604 +33%
SCM
145
SOL Capital Management
Maryland
$693K 10,550 – –
Comerica Bank
146
Comerica Bank
Texas
$659K 10,022 -70,897 -88%
WB
147
Webster Bank
Connecticut
$657K 9,995 +3,125 +45%
FB
148
Fulton Bank
Pennsylvania
$656K 9,985 +3,520 +54%
FNT
149
First National Trust
Pennsylvania
$650K 9,883 – –
SCM
150
Schneider Capital Management
Pennsylvania
$648K 9,860 +4,250 +76%
4 5
6
7 8