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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 %
CTC
151
Central Trust Company
Missouri
$984K 13,344 +98 +0.7%
RFC
152
Regions Financial Corp
Alabama
$956K 12,957 -110 -0.8%
KA
153
Kovack Advisors
Florida
$930K 12,604 +551 +5%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$915K 12,403 -30,837 -71%
MOACM
155
Mutual of America Capital Management
New York
$898K 12,170 -12,650 -51%
VNIM
156
Vaughan Nelson Investment Management
Texas
$892K 12,090 +1,400 +13%
TCM
157
Telos Capital Management
California
$877K 11,895 +455 +4%
FSA
158
Financial Sense Advisors
California
$866K 11,747 +11,747 New
SWP
159
Stratos Wealth Partners
Ohio
$824K 11,173 +11,173 New
HNB
160
Huntington National Bank
Ohio
– – – –
Prudential Financial
161
Prudential Financial
New Jersey
$804K 10,900 -15,600 -59%
MAM
162
Meeder Asset Management
Ohio
$793K 10,756 +10,720 +29,778%
CS
163
Credit Suisse
Switzerland
$778K 10,541 -7,451 -41%
NFC
164
Northeast Financial Consultants
Connecticut
$778K 10,554 +49 +0.5%
BWFA
165
Baltimore-Washington Financial Advisors
Maryland
$771K 10,451 +3,592 +52%
NPF
166
Norris Perne & French
Michigan
$748K 10,140 – –
Mariner
167
Mariner
Kansas
$745K 10,098 +303 +3%
SCM
168
SOL Capital Management
Maryland
$741K 10,050 -350 -3%
PFBT
169
Parkside Financial Bank & Trust
Missouri
$727K 9,850 -1,276 -11%
FCI
170
Financial Counselors Inc
Kansas
$702K 9,522 -584 -6%
MCM
171
Manchester Capital Management
Vermont
$702K 9,513 +5,080 +115%
FNT
172
First National Trust
Pennsylvania
$690K 9,355 +1,027 +12%
CBU
173
CIBC Bank USA
Illinois
$660K 8,948 -3,335 -27%
NPC
174
National Planning Corporation
California
$658K 9,019 +857 +10%
FAAS
175
First Allied Advisory Services
California
$644K 8,693 -2,442 -22%
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7
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