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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 %
KCM
126
Kennedy Capital Management
Missouri
$1.57M 21,221 +21,221 New
Comerica Bank
127
Comerica Bank
Texas
$1.56M 21,132 +11,970 +131%
OC
128
Oppenheimer & Co
New York
$1.54M 20,812 +514 +3%
WTC
129
WhitTier Trust Company
Nevada
$1.51M 20,410 +300 +1%
GW
130
GW & Wade
Massachusetts
$1.5M 20,304 -1,609 -7%
Stifel Financial
131
Stifel Financial
Missouri
$1.5M 20,311 +5,571 +38%
JA
132
JOYN Advisors
Georgia
$1.49M 20,226 +20,226 New
SAM
133
Silvercrest Asset Management
New York
$1.46M 19,793 – –
FHA
134
First Horizon Advisors
Tennessee
$1.42M 19,216 +48 +0.3%
VFS
135
VSR Financial Services
Kansas
$1.4M 19,027 +6,339 +50%
RP
136
Reinhart Partners
Wisconsin
$1.33M 18,055 +18,055 New
OAM
137
Occidental Asset Management
California
$1.32M 17,904 -467 -3%
HCMT
138
Highland Capital Management (Tennessee)
Tennessee
$1.31M 17,705 – –
WB
139
WesBanco Bank
West Virginia
$1.25M 16,985 +73 +0.4%
BUB
140
BBVA USA Bancshares
Texas
$1.22M 16,470 -39 -0.2%
ACA
141
Anchor Capital Advisors
Massachusetts
$1.16M 15,770 +15,770 New
NL
142
NWAM LLC
Washington
$1.08M 14,690 -4,123 -22%
IA
143
Ibbotson Associates
Illinois
$1.08M 14,628 +697 +5%
KCM
144
Karp Capital Management
California
$1.07M 14,468 +14,468 New
ICAS
145
Investors Capital Advisory Services
Massachusetts
$1.05M 14,249 -271 -2%
SIAS
146
Shine Investment Advisory Services
Colorado
$1.04M 14,154 +48 +0.3%
GLA
147
Great Lakes Advisors
Illinois
$999K 13,547 +68 +0.5%
SEI Investments
148
SEI Investments
Pennsylvania
$995K 13,494 +13,494 New
CWM
149
Confluence Wealth Management
Oregon
$990K 13,425 +401 +3%
WI
150
Wedgewood Investors
Pennsylvania
$988K 13,393 -138 -1%
4 5
6
7 8