IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

476 hedge funds and large institutions have $8.35B invested in iShares Russell Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 196 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-16
Holders Change %
-3.25%
% of All Funds
12.7%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.96%
New
33
Increased
142
Reduced
196
Closed
43
Calls
$13.1M
Puts
$7.66M
Net Calls
+$5.43M
Net Calls Change
+$955K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$112M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$23.8M
3
CTB
Country Trust Bank
Illinois
$48.2M
4
SB
Suntrust Banks
Georgia
$105M
5
JFG
JMG Financial Group
Illinois
$48.3M

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
$293M
2
CS
Credit Suisse
Switzerland
$2.76M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
4
Bank of America
Bank of America
North Carolina
$983M
5
FEG
Fund Evaluation Group
Ohio
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
226
R.M. Davis Inc
Maine
$1.01M -$8.96K -220 -0.9%
MBT
227
Monroe Bank & Trust
Michigan
$1M -$33.9K -832 -3%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$981K – – –
HIMC
229
Heritage Investors Management Corp
Maryland
$978K -$4.08K -100 -0.4%
EFSCE
230
Enterprise Financial Services Corp (EFSC)
Missouri
$937K -$27.4K -672 -3%
CAM
231
Carret Asset Management
New York
$932K -$2.44K -60 -0.3%
SB
232
Simmons Bank
Arkansas
$931K +$931K +22,860 New
DW
233
Domani Wealth
Pennsylvania
$925K +$6.68K +164 +0.7%
BG
234
Bahl & Gaynor
Ohio
$918K +$119K +2,932 +15%
WPC
235
Waters Parkerson & Co
Louisiana
$905K +$449K +11,020 +98%
JG
236
Jefferies Group
New York
$895K -$3.59M -87,964 -80%
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$890K -$8.26K -204 -0.9%
HH
238
Hilltop Holdings
Texas
$888K +$203K +4,980 +30%
GHAM
239
Gilman Hill Asset Management
Connecticut
$835K – – –
CONA
240
Capital One National Association
New York
$834K +$87.5K +2,148 +12%
CCM
241
Crossvault Capital Management
Texas
$832K +$2.45K +60 +0.3%
MC
242
Mathes Company
New York
$827K – – –
WP
243
WealthSource Partners
California
$823K +$823K +20,216 New
RIM
244
Regent Investment Management
Kentucky
$822K – – –
I
245
IberiaBank
Louisiana
$814K -$985K -24,188 -55%
AWM
246
Avior Wealth Management
Nebraska
$774K -$48.6K -1,192 -6%
SHA
247
Smith Hayes Advisers
Nebraska
$773K +$337K +8,288 +77%
SCP
248
Seizert Capital Partners
Michigan
$770K -$13.6M -334,800 -95%
RPGK
249
Retirement Planning Group (Kansas)
Kansas
$770K -$37.5K -920 -5%
VFA
250
Voya Financial Advisors
Connecticut
$763K +$62.2K +1,528 +9%
8 9
10
11 12