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iShares Russell Mid-Cap ETF
IWR

341 hedge funds and large institutions have $5.37B invested in iShares Russell Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

15% more funds holding in top 10

Funds holding in top 10: 26 → 30 (+4)

11% more capital invested

Capital invested by funds: $4.82B → $5.37B (+$545M)

4% more funds holding

Funds holding: 327 → 341 (+14)

1.72% more ownership

Funds ownership: 252.26% → 253.99% (+1.7%)

10% less call options, than puts

Call options by funds: $85.9M | Put options by funds: $95.7M

Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
11.06%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.97%
New
34
Increased
127
Reduced
102
Closed
17
Calls
$85.9M
Puts
$95.7M
Net Calls
-$9.79M
Net Calls Change
-$14.4M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$42.4M
2
U
UBS
Switzerland
+$28.5M
3
FC
Fairpointe Capital
Illinois
+$28.1M
4
Bank of America
Bank of America
North Carolina
+$25M
5
TCT
TIAA CREF Trust
Missouri
+$23.6M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
-$57.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.75M
3
SF
Synovus Financial
Georgia
-$8.68M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$7.72M
5
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
-$6.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
251
Ancora Advisors
Ohio
$364K – – –
TH
252
TCTC Holdings
Texas
$363K – – –
RW
253
Rand Wealth
Maryland
$359K – – –
WA
254
Waverly Advisors
Alabama
$359K +$353K +10,328 New
BFO
255
Boston Family Office
Massachusetts
$354K – – –
KCM
256
Kanawha Capital Management
Virginia
$351K – – –
NPIT
257
National Penn Investors Trust
Pennsylvania
$351K – – –
HH
258
Hilltop Holdings
Texas
$348K +$342K +10,000 New
HCC
259
Hirtle Callaghan & Co
Pennsylvania
$348K +$342K +10,000 New
CCFCSB
260
Cape Cod Five Cents Savings Bank
Massachusetts
$343K – – –
HCMT
261
Highland Capital Management (Tennessee)
Tennessee
$343K – – –
CONA
262
Capital One National Association
New York
$343K +$337K +9,864 New
FAT
263
First American Trust
California
$336K -$19.1K -560 -5%
RFC
264
Russell Frank Company
Washington
$328K +$323K +9,448 New
NSIM
265
North Star Investment Management
Illinois
$320K +$314K +9,200 New
DWT
266
Dorsey & Whitney Trust
South Dakota
$316K – – –
KIA
267
KCM Investment Advisors
California
$314K +$309K +9,044 New
TSWM
268
Triangle Securities Wealth Management
North Carolina
$309K – – –
PGIM
269
Pacific Global Investment Management
California
$296K – – –
NCM
270
Narwhal Capital Management
Georgia
$282K – – –
MPI
271
Mairs & Power Inc
Minnesota
$280K +$275K +8,040 New
MCM
272
Maple Capital Management
Vermont
$278K – – –
VFAM
273
Valley Forge Asset Management
Pennsylvania
$278K – – –
UBS AM
274
UBS AM
Illinois
$277K -$13K -380 -5%
AIP
275
Ameritas Investment Partners
Nebraska
$276K +$272K +7,948 New
9 10
11
12 13

IWR Hedge Fund Activity: Q3 2013 in Review

341 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2013, worth a combined $5.37B — up 11% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IWR positions and 17 closed out — a net gain of 17 holders — while 127 added to existing stakes and 102 trimmed.

The largest buyer was Bessemer Group, adding an estimated $42.4M. The largest seller was Fund Evaluation Group, cutting an estimated $57.4M.

  • 341 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2013, up from 327 in Q2 2013.
  • Funds reported $5.37B of iShares Russell Mid-Cap ETF stock for Q3 2013, up 11% quarter-over-quarter.
  • 34 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2013 and 17 closed out, a net change of +17 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q3 2013 was Bessemer Group, an estimated $42.4M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q3 2013 was Fund Evaluation Group, an estimated $57.4M sold.

Based on aggregated 13F filings for Q3 2013.