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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 %
HCA
151
Harbour Capital Advisors
Virginia
$461K 7,952 +7,952 New
EK
152
Evensky & Katz
Florida
$445K 7,683 +7,683 New
STC
153
SEI Trust Company
Pennsylvania
$442K 7,635 +7,635 New
MS
154
Madison Scottsdale
Arizona
$437K 7,539 +7,539 New
NPC
155
National Planning Corporation
California
$414K 7,136 +7,136 New
CA
156
Cetera Advisors
Colorado
$409K 7,061 +7,061 New
WB
157
Webster Bank
Connecticut
$398K 6,870 +6,870 New
RJT
158
Raymond James Trust
Florida
$391K 6,765 +6,765 New
M&T Bank
159
M&T Bank
New York
$389K 6,712 +6,712 New
KAM
160
Keeley Asset Management
Illinois
$388K 6,700 +6,700 New
AWA
161
AmeriServ Wealth Advisors
Pennsylvania
$361K 6,230 +6,230 New
IB
162
Intrust Bank
Kansas
$360K 6,216 +6,216 New
WCM
163
Wisconsin Capital Management
Wisconsin
$351K 6,055 +6,055 New
3AM
164
3D Asset Management
Connecticut
$348K 6,015 +6,015 New
DADC
165
D.A. Davidson & Co
Montana
$345K 5,964 +5,964 New
PFG
166
Pacific Financial Group
Washington
$337K 5,822 +5,822 New
MCWS
167
McKinley Carter Wealth Services
West Virginia
$336K 5,805 +5,805 New
IA
168
Ibbotson Associates
Illinois
$331K 5,711 +5,711 New
TBA
169
Train Babcock Advisors
New York
$330K 5,700 +5,700 New
Kayne Anderson Rudnick Investment Management
170
Kayne Anderson Rudnick Investment Management
California
$325K 5,610 +5,610 New
BFPW
171
BOK Financial Private Wealth
Colorado
$313K 5,399 +5,399 New
CCM
172
Cohen Capital Management
California
$312K 5,393 +5,393 New
MGIA
173
Moneta Group Investment Advisors
Missouri
$307K 5,292 +5,292 New
PWM
174
ParenteBeard Wealth Management
Pennsylvania
$307K 5,300 +5,300 New
SSB
175
Sandy Spring Bank
Maryland
$304K 5,250 +5,250 New
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