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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 %
LPT
176
Legacy Private Trust
Wisconsin
$396K 6,026 +6,026 New
Kayne Anderson Rudnick Investment Management
177
Kayne Anderson Rudnick Investment Management
California
$389K 5,914 +121 +2%
MGIA
178
Moneta Group Investment Advisors
Missouri
$385K 5,862 – –
PFG
179
Pacific Financial Group
Washington
$383K 5,822 – –
TNB
180
Thomasville National Bank
Georgia
$377K 5,744 – –
TBA
181
Train Babcock Advisors
New York
$375K 5,700 – –
AWA
182
AmeriServ Wealth Advisors
Pennsylvania
$370K 5,630 -700 -11%
DADC
183
D.A. Davidson & Co
Montana
$364K 5,561 -208 -4%
NES
184
New England Securities
New York
$354K 5,383 -137 -2%
PWM
185
ParenteBeard Wealth Management
Pennsylvania
$353K 5,367 +43 +0.8%
RIM
186
Regent Investment Management
Kentucky
$353K 5,367 +410 +8%
TI
187
Truepoint Inc
Ohio
$348K 5,296 -14,877 -74%
CCM
188
Cohen Capital Management
California
$343K 5,215 -178 -3%
CAM
189
Cubic Asset Management
Massachusetts
$340K 5,180 – –
BAM
190
Berkshire Asset Management
Pennsylvania
$335K 5,091 -70 -1%
BP
191
Ballentine Partners
Massachusetts
$329K 5,013 – –
3AM
192
3D Asset Management
Connecticut
$326K 4,965 -1,040 -17%
SHWM
193
Smith & Howard Wealth Management
Georgia
$321K 4,881 -350 -7%
DY
194
Dowling & Yahnke
California
$319K 4,862 +4,862 New
RCAG
195
Rehmann Capital Advisory Group
Michigan
$317K 4,828 +485 +11%
UBWV
196
United Bank (West Virginia)
West Virginia
$311K 4,740 – –
KAM
197
Keeley Asset Management
Illinois
$310K 4,720 +4,720 New
SI
198
SII Investments
Wisconsin
$302K 4,567 -48 -1%
BFPW
199
BOK Financial Private Wealth
Colorado
$302K 4,590 – –
FNBT
200
FineMark National Bank & Trust
Florida
$299K 4,546 +156 +4%
6 7
8
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