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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

348 hedge funds and large institutions have $4.56B invested in iShares Russell Mid-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 116 increasing their positions, 110 reducing their positions, and 26 closing their positions.

Holders
348
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
9.39%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.7%
New
26
Increased
116
Reduced
110
Closed
26
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
-$1.91M

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$523M
2
VanEck Associates
2
VanEck Associates
New York
$22.9M
3
RC
3
Rinet Company
Massachusetts
$20.2M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$194M
5
NP
5
NorthRock Partners
Minnesota
$12.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$259M
2
CB
2
Commerce Bank
Missouri
$284M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5M
4
American Century Companies
4
American Century Companies
Missouri
$293M
5
ZB
5
Zions Bancorporation
Utah
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
201
MV Capital Management
Maryland
$481K 6,524 – –
IPC
202
Independent Portfolio Consultants
Florida
$475K 6,446 – –
EK
203
Evensky & Katz
Florida
$473K 6,426 +180 +3%
GWM
204
Greenwich Wealth Management
Connecticut
$472K 6,396 – –
PFA
205
Pure Financial Advisors
California
$462K 6,258 -308 -5%
BSWMG
206
Barrington Strategic Wealth Management Group
Illinois
$461K 6,255 +175 +3%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$459K 6,228 -1,966 -24%
RJT
208
Raymond James Trust
Florida
$454K 6,154 – –
AR
209
Advisory Research
Illinois
$453K 6,136 -895 -13%
UBWV
210
United Bank (West Virginia)
West Virginia
$440K 5,964 +1,380 +30%
NG
211
NatWest Group
United Kingdom
$437K 5,925 +100 +2%
TI
212
Truepoint Inc
Ohio
$427K 5,788 -4,378 -43%
TBA
213
Train Babcock Advisors
New York
$420K 5,700 – –
IB
214
Intrust Bank
Kansas
$419K 5,682 – –
JHC
215
JFB Holdings Corp
Georgia
$405K 5,485 +1,240 +29%
CCM
216
Cohen Capital Management
California
$402K 5,446 +14 +0.3%
WT
217
Washington Trust
Rhode Island
$398K 5,393 – –
CAM
218
Cubic Asset Management
Massachusetts
$397K 5,386 -100 -2%
FNBT
219
FineMark National Bank & Trust
Florida
$392K 5,310 -948 -15%
CNBT
220
Canandaigua National Bank & Trust
New York
$378K 5,130 – –
AA
221
Alesco Advisors
New York
$376K 5,100 – –
BP
222
Ballentine Partners
Massachusetts
$370K 5,013 – –
PFG
223
Pacific Financial Group
Washington
$362K 4,914 -592 -11%
DW
224
Domani Wealth
Pennsylvania
$350K 4,747 +4,000 +535%
KIA
225
KCM Investment Advisors
California
$348K 4,717 -420 -8%
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9
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