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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

354 hedge funds and large institutions have $4.6B invested in iShares Russell Mid-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 97 reducing their positions, and 27 closing their positions.

Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
9.44%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
36
Increased
121
Reduced
97
Closed
27
Calls
$2.4M
Puts
$233K
Net Calls
+$2.17M
Net Calls Change
-$2.17M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$314M
2
TCT
2
TIAA CREF Trust
Missouri
$499M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.2M
4
ZB
4
Zions Bancorporation
Utah
$30M
5
M&T Bank
5
M&T Bank
New York
$96M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$4.32M
2
MSA
2
Mason Street Advisors
Wisconsin
$0
3
GC
3
Guggenheim Capital
Illinois
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$24.6M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
201
MV Capital Management
Maryland
$491K 6,524 -75 -1%
IPC
202
Independent Portfolio Consultants
Florida
$485K 6,446 – –
GWM
203
Greenwich Wealth Management
Connecticut
$481K 6,396 – –
SPC
204
Sigma Planning Corp
Michigan
$475K 6,310 +1,363 +28%
FNBT
205
FineMark National Bank & Trust
Florida
$471K 6,258 +778 +14%
EK
206
Evensky & Katz
Florida
$470K 6,246 +139 +2%
RJT
207
Raymond James Trust
Florida
$463K 6,154 – –
BSWMG
208
Barrington Strategic Wealth Management Group
Illinois
$458K 6,080 – –
RCAG
209
Rehmann Capital Advisory Group
Michigan
$456K 6,060 +294 +5%
EAMA
210
EFG Asset Management (Americas)
Florida
$438K 5,815 -23,799 -80%
NG
211
NatWest Group
United Kingdom
$438K 5,825 -1,943 -25%
TBA
212
Train Babcock Advisors
New York
$429K 5,700 – –
IB
213
Intrust Bank
Kansas
$428K 5,682 – –
PFG
214
Pacific Financial Group
Washington
$414K 5,506 – –
CAM
215
Cubic Asset Management
Massachusetts
$413K 5,486 +44 +0.8%
CCM
216
Cohen Capital Management
California
$409K 5,432 +23 +0.4%
WT
217
Washington Trust
Rhode Island
$406K 5,393 +950 +21%
KIA
218
KCM Investment Advisors
California
$387K 5,137 +637 +14%
CNBT
219
Canandaigua National Bank & Trust
New York
$386K 5,130 – –
AA
220
Alesco Advisors
New York
$384K 5,100 – –
BP
221
Ballentine Partners
Massachusetts
$377K 5,013 – –
TFA
222
Transamerica Financial Advisors
Florida
$369K 4,902 +4,901 +490,100%
AW
223
ACG Wealth
Georgia
$361K 4,798 -68 -1%
LW
224
Linscomb Wealth
Texas
$354K 4,708 – –
EWMCB
225
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$352K 4,681 – –
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9
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