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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

294 hedge funds and large institutions have $3.54B invested in iShares Russell Mid-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 18 closing their positions.

Holders
294
Holders Change
+16
Holders Change %
+5.76%
% of All Funds
8.5%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
38
Increased
86
Reduced
109
Closed
18
Calls
$1.22M
Puts
–
Net Calls
+$1.22M
Net Calls Change
+$782K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$219M
2
Bank of America
2
Bank of America
North Carolina
$241M
3
Morgan Stanley
3
Morgan Stanley
New York
$246M
4
TCT
4
TIAA CREF Trust
Missouri
$347M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$18.2M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$135M
2
CM
2
Churchill Management
California
$97.7M
3
Ameriprise
3
Ameriprise
Minnesota
$1.48M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.61M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNBT
201
FineMark National Bank & Trust
Florida
$328K 4,776 +230 +5%
UBWV
202
United Bank (West Virginia)
West Virginia
$326K 4,740 – –
LW
203
Linscomb Wealth
Texas
$324K 4,708 +4,708 New
NES
204
New England Securities
New York
$323K 4,694 -689 -13%
BFPW
205
BOK Financial Private Wealth
Colorado
$315K 4,590 – –
STC
206
SEI Trust Company
Pennsylvania
$311K 4,524 -3,681 -45%
RIM
207
Regent Investment Management
Kentucky
$309K 4,502 -865 -16%
AA
208
Alesco Advisors
New York
$309K 4,500 +4,500 New
MCM
209
Manchester Capital Management
Vermont
$305K 4,433 – –
FTIOP
210
Fiduciary Trust International of Pennsylvania
Pennsylvania
$304K 4,421 – –
KAM
211
Keeley Asset Management
Illinois
$302K 4,400 -320 -7%
Chevy Chase Trust
212
Chevy Chase Trust
Maryland
$285K 4,150 -300 -7%
SFSIG
213
San Francisco Sentry Investment Group
California
$285K 4,153 – –
MC
214
Mathes Company
New York
$281K 4,095 – –
PA
215
Pinnacle Associates
New York
$280K 4,067 -362 -8%
SI
216
SII Investments
Wisconsin
$279K 4,345 -222 -5%
BB
217
Busey Bank
Illinois
$276K 4,020 – –
CL
218
CSS LLC
Illinois
$275K 4,000 – –
MCWS
219
McKinley Carter Wealth Services
West Virginia
$270K 3,935 -130 -3%
LWM
220
Lyons Wealth Management
Florida
$263K 3,831 +3,831 New
IH
221
IFC Holdings
Florida
$253K 3,753 -36 -1%
PAG
222
Private Advisor Group
New Jersey
$252K 3,662 +231 +7%
CFA
223
CT Financial Advisors
Pennsylvania
$252K 3,343 +3,343 New
MBT
224
Monroe Bank & Trust
Michigan
$241K 3,500 – –
Natixis Advisors
225
Natixis Advisors
Massachusetts
$241K 3,510 +91 +3%
7 8
9
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