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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

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
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
$43.2M
2
U
UBS
Switzerland
$204M
3
FC
Fairpointe Capital
Illinois
$33.9M
4
Bank of America
Bank of America
North Carolina
$475M
5
TCT
TIAA CREF Trust
Missouri
$275M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$100M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.3M
3
SF
Synovus Financial
Georgia
$43M
4
BFA
Beaumont Financial Advisors
Massachusetts
$0
5
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
251
Ancora Advisors
Ohio
$364K – – –
TH
252
TCTC Holdings
Texas
$363K – – –
RW
253
Rand Wealth
Maryland
$359K – – –
WA
254
Waverly Advisors
Alabama
$359K +$359K +10,328 New
BFO
255
Boston Family Office
Massachusetts
$354K – – –
NPIT
256
National Penn Investors Trust
Pennsylvania
$351K – – –
KCM
257
Kanawha Capital Management
Virginia
$351K – – –
HH
258
Hilltop Holdings
Texas
$348K +$348K +10,000 New
HCC
259
Hirtle Callaghan & Co
Pennsylvania
$348K +$348K +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 +$343K +9,864 New
FAT
263
First American Trust
California
$336K -$19.5K -560 -5%
RFC
264
Russell Frank Company
Washington
$328K +$328K +9,448 New
NSIM
265
North Star Investment Management
Illinois
$320K +$320K +9,200 New
DWT
266
Dorsey & Whitney Trust
South Dakota
$316K – – –
KIA
267
KCM Investment Advisors
California
$314K +$314K +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 +$280K +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 -$13.2K -380 -5%
AIP
275
Ameritas Investment Partners
Nebraska
$276K +$276K +7,948 New
9 10
11
12 13