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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

447 hedge funds and large institutions have $8.94B invested in iShares Russell Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 159 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
12.06%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.94%
New
35
Increased
159
Reduced
132
Closed
28
Calls
$2.86M
Puts
$937K
Net Calls
+$1.92M
Net Calls Change
-$8.94M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$156M
2
Bank of America
Bank of America
North Carolina
+$57.3M
3
TCT
TIAA CREF Trust
Missouri
+$49.9M
4
Wells Fargo
Wells Fargo
California
+$32.7M
5
M&T Bank
M&T Bank
New York
+$24.6M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$43.4M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$29.3M
3
FEG
Fund Evaluation Group
Ohio
-$21.4M
4
FBFS
First Business Financial Services
Wisconsin
-$17.7M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
301
Windsor Capital Management
Arizona
$489K – – –
RP
302
Riverbridge Partners
Minnesota
$489K +$852 +20 +0.2%
MHS
303
M Holdings Securities
Oregon
$478K – – –
ST
304
Sageworth Trust
Pennsylvania
$470K -$155K -3,636 -25%
HCA
305
Harbour Capital Advisors
Virginia
$466K – – –
AA
306
Ancora Advisors
Ohio
$465K +$465K +10,916 New
CB
307
Chemical Bank
Michigan
$460K +$75.8K +1,780 +20%
RC
308
Rinet Company
Massachusetts
$455K +$455K +10,696 New
RW
309
Rand Wealth
Maryland
$454K – – –
DSC
310
Duncker Streett & Co
Missouri
$426K -$31.4K -736 -7%
KA
311
Klingman & Associates
New York
$420K +$377K +8,848 +871%
MCM
312
Maryland Capital Management
Maryland
$415K -$25.5K -600 -6%
BWFM
313
Bridgewater Wealth & Financial Management
Maryland
$415K – – –
BPCE
314
Bank Pictet & Cie (Europe)
Germany
$407K – – –
OC
315
Oppenheimer & Co
New York
$402K -$282K -6,620 -41%
AC
316
Alexandria Capital
Virginia
$402K -$13.1K -308 -3%
NSIM
317
North Star Investment Management
Illinois
$398K – – –
KCM
318
Kanawha Capital Management
Virginia
$396K – – –
Neuberger Berman Group
319
Neuberger Berman Group
New York
$394K -$2.95M -69,324 -88%
PO
320
Private Ocean
California
$393K +$851 +20 +0.2%
BBHC
321
Brown Brothers Harriman & Co
New York
$388K +$211K +4,944 +119%
TSWM
322
Triangle Securities Wealth Management
North Carolina
$387K – – –
SIA
323
Starfire Investment Advisers
Michigan
$375K +$34.1K +800 +10%
MCM
324
Maple Capital Management
Vermont
$368K +$24.2K +568 +7%
PGIM
325
Pacific Global Investment Management
California
$362K – – –
11 12
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