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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 %
TNB
176
Thomasville National Bank
Georgia
$639K 8,658 +219 +3%
PAG
177
Private Advisor Group
New Jersey
$617K 8,370 +1,830 +28%
MSTVIM
178
Messner & Smith Theme Value Investment Management
California
$616K 8,345 +8,345 New
CA
179
Cetera Advisors
Colorado
$613K 8,320 +2,140 +35%
ST
180
Sageworth Trust
Pennsylvania
$609K 8,263 +8,263 New
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$597K 8,098 +580 +8%
ZF
182
Zhang Financial
Michigan
$597K 8,097 – –
Kayne Anderson Rudnick Investment Management
183
Kayne Anderson Rudnick Investment Management
California
$593K 8,039 – –
CWM
184
Cranbrook Wealth Management
Michigan
$576K 7,815 +3 +0%
HCA
185
Harbour Capital Advisors
Virginia
$573K 7,762 -105 -1%
CC
186
Courier Capital
New York
$559K 7,584 -453 -6%
MHS
187
M Holdings Securities
Oregon
$558K 7,563 +1,740 +30%
KAM
188
Keeley Asset Management
Illinois
$558K 7,560 +7,560 New
CI
189
Conning Inc
Connecticut
$556K 7,539 – –
PFA
190
Pure Financial Advisors
California
$539K 7,305 +248 +4%
CIC
191
Carnegie Investment Counsel
Ohio
$536K 7,244 -557 -7%
GT
192
Glenview Trust
Kentucky
$530K 7,186 +7,186 New
SC
193
SouthState Corp
Florida
$518K 7,017 -221 -3%
MGIA
194
Moneta Group Investment Advisors
Missouri
$495K 6,717 +325 +5%
MCM
195
MV Capital Management
Maryland
$487K 6,599 +6,599 New
IPC
196
Independent Portfolio Consultants
Florida
$475K 6,446 – –
BRWM
197
B. Riley Wealth Management
Tennessee
$473K 6,418 +32 +0.5%
GWM
198
Greenwich Wealth Management
Connecticut
$472K 6,396 +1,213 +23%
ONB
199
Old National Bancorp
Indiana
$465K 6,305 +396 +7%
SSB
200
Sandy Spring Bank
Maryland
$455K 6,178 -20 -0.3%
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