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 %
FHB
276
First Hawaiian Bank
Hawaii
$632K – – –
HCIA
277
Hochman Cole Investment Advisors
Illinois
$631K +$652 +16 +0.1%
MHS
278
M Holdings Securities
Oregon
$631K +$232K +5,700 +58%
CL
279
CIM LLC
New York
$622K -$556K -13,652 -47%
PMFA
280
Plante Moran Financial Advisors
Michigan
$614K – – –
HTC
281
Haverford Trust Company
Pennsylvania
$608K -$335K -8,220 -36%
GA
282
Geneva Advisors
Illinois
$606K -$48.9K -1,200 -7%
IAA
283
Ironsides Asset Advisors
North Carolina
$606K +$335K +8,228 +124%
RW
284
Rand Wealth
Maryland
$602K +$61.5K +1,512 +11%
LBC
285
Lowe Brockenbrough & Co
Virginia
$595K +$74.6K +1,832 +14%
TFCP
286
Twin Focus Capital Partners
Massachusetts
$579K +$163 +4 +0%
Citadel Advisors
287
Citadel Advisors
Florida
$578K +$578K +14,200 New
MCM
288
Maryland Capital Management
Maryland
$576K +$234K +5,744 +68%
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$573K -$16.3K -400 -3%
TG
290
Threshold Group
Washington
$572K +$572K +14,040 New
NGA
291
Naples Global Advisors
Florida
$569K +$192K +4,700 +51%
BKA
292
Brick & Kyle Associates
Pennsylvania
$560K – – –
BFO
293
Boston Family Office
Massachusetts
$551K – – –
LNC
294
Lincoln National Corp
Pennsylvania
$539K +$3.91K +96 +0.7%
FHC
295
First Heartland Consultants
Missouri
$538K -$963K -23,640 -64%
IC
296
Iconiq Capital
California
$538K – – –
TI
297
Truepoint Inc
Ohio
$528K +$78.3K +1,920 +17%
CG
298
Caprock Group
Idaho
$526K +$219K +5,388 +72%
TSW
299
Thompson Siegel & Walmsley
Virginia
$523K – – –
SC
300
Scotia Capital
Ontario, Canada
$518K +$518K +12,720 New
10 11
12
13 14