IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

397 hedge funds and large institutions have $6.34B invested in iShares Russell Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 23 closing their positions.

Holders
397
Holders Change
+12
Holders Change %
+3.12%
% of All Funds
11.47%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.9%
New
38
Increased
133
Reduced
129
Closed
23
Calls
$15.9M
Puts
$619K
Net Calls
+$15.3M
Net Calls Change
+$6.95M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$608M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.16B
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$29.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$24.9M
5
Wells Fargo
5
Wells Fargo
California
$719M

Top Sellers

1
FC
1
Fairpointe Capital
Illinois
$0
2
Invesco
2
Invesco
Georgia
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BUB
5
BBVA USA Bancshares
Texas
$63.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SFSIG
376
San Francisco Sentry Investment Group
California
$37K 239 +64 +37%
CCS
377
Crosspoint Capital Strategies
California
$34K 219 – –
AA
378
Apriem Advisors
California
$33K 213 – –
HDIM
379
Hanson & Doremus Investment Management
Vermont
$29K 185 – –
ECM
380
Exchange Capital Management
Michigan
$25K 161 +67 +71%
IFWM
381
Institute for Wealth Management
Colorado
$24K 156 -35,882 -100%
VIA
382
Vantage Investment Advisors
Pennsylvania
$24K 155 – –
MCM
383
Munder Capital Management
Michigan
$23K 150 -50 -25%
WA
384
Winfield Associates
Ohio
$23K 150 – –
ARMC
385
American Research & Management Company
Massachusetts
$23K 150 – –
FWM
386
Focused Wealth Management
New York
$23K 147 +1 +0.7%
TCM
387
Tradewinds Capital Management
Washington
$18K 117 – –
TAIM
388
TD Ameritrade Investment Management
Nebraska
$16K 105 -112 -52%
LNB
389
Ledyard National Bank
$15K 100 – –
MOACM
390
Mutual of America Capital Management
New York
$12K 75 -700 -90%
CFS
391
Community Financial System
New York
$12K 77 – –
PMFA
392
Plante Moran Financial Advisors
Michigan
$11K 69 +69 New
CFA
393
Carroll Financial Associates
North Carolina
$9K 60 – –
KCPG
394
Kavar Capital Partners Group
Kansas
$9K 61 – –
AIA
395
Alerus Investment Advisors
Minnesota
$4K 24 – –
TF
396
Tompkins Financial
New York
$2K 13 – –
SCP
397
Syntal Capital Partners
Texas
$279 1,805 +1,805 New
FC
398
Fairpointe Capital
Illinois
– – -265,793 Closed
Invesco
399
Invesco
Georgia
– – -189,550 Closed
MWM
400
Merriman Wealth Management
Washington
– – -67,737 Closed
13 14 15
16
17