IWS icon

iShares Russell Mid-Cap Value ETF
IWS

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 %
Chevy Chase Trust
201
Chevy Chase Trust
Maryland
$292K 4,450 +51 +1%
FTIOP
202
Fiduciary Trust International of Pennsylvania
Pennsylvania
$291K 4,421 +70 +2%
MCM
203
Manchester Capital Management
Vermont
$291K 4,433 +3,945 +808%
PA
204
Pinnacle Associates
New York
$291K 4,429 +4,429 New
GT
205
Glenview Trust
Kentucky
$284K 4,318 +4,318 New
SFSIG
206
San Francisco Sentry Investment Group
California
$273K 4,153 – –
MC
207
Mathes Company
New York
$269K 4,095 +4,095 New
MCWS
208
McKinley Carter Wealth Services
West Virginia
$267K 4,065 -690 -15%
BB
209
Busey Bank
Illinois
$264K 4,020 – –
CL
210
CSS LLC
Illinois
$263K 4,000 +4,000 New
SCA
211
STALEY CAPITAL ADVISERS
Pennsylvania
$263K 4,000 +4,000 New
FWC
212
First Washington Corp
Washington
$261K 3,976 -1,100 -22%
BPBT
213
Boston Private Bank & Trust
Massachusetts
$252K 3,830 – –
IH
214
IFC Holdings
Florida
$248K 3,789 -405 -10%
KCPG
215
Kavar Capital Partners Group
Kansas
$246K 3,752 +3,752 New
BIM
216
BlackRock Investment Management
Delaware
$243K 3,695 +427 +13%
MAM
217
Marquette Asset Management
Minnesota
$240K 3,656 – –
BWFA
218
Baltimore-Washington Financial Advisors
Maryland
$240K 3,649 +310 +9%
SFG
219
Sather Financial Group
Texas
$239K 3,637 +3,637 New
MBT
220
Monroe Bank & Trust
Michigan
$230K 3,500 – –
Natixis Advisors
221
Natixis Advisors
Massachusetts
$225K 3,419 -1,628 -32%
CCA
222
Cobblestone Capital Advisors
New York
$225K 3,421 – –
PAG
223
Private Advisor Group
New Jersey
$225K 3,431 +3,431 New
TFA
224
Transamerica Financial Advisors
Florida
$224K 3,400 +623 +22%
1SB
225
1ST Source Bank
Indiana
$220K 3,350 – –
7 8
9
10 11