IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

394 hedge funds and large institutions have $6.8B invested in iShares Russell Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 148 increasing their positions, 132 reducing their positions, and 25 closing their positions.

Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
11.33%
Holding in Top 10
31
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.89%
New
24
Increased
148
Reduced
132
Closed
25
Calls
$10.4M
Puts
$880K
Net Calls
+$9.56M
Net Calls Change
-$5.73M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$702M
2
TCT
2
TIAA CREF Trust
Missouri
$377M
3
CI
3
Conning Inc
Connecticut
$25.5M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$24.2M
5
CTB
5
Country Trust Bank
Illinois
$16.7M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
Citigroup
2
Citigroup
New York
$52.4M
3
U
3
UBS
Switzerland
$245M
4
BCM
4
Brookstone Capital Management
Illinois
$0
5
ANTB
5
AMG National Trust Bank
Colorado
$81.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PAI
376
Pittenger & Anderson Inc
Nebraska
$42K 257 +257 New
BRWM
377
B. Riley Wealth Management
Tennessee
$40K 250 – –
SFSIG
378
San Francisco Sentry Investment Group
California
$39K 239 – –
ACM
379
Antonetti Capital Management
Florida
$39K 240 – –
CCS
380
Crosspoint Capital Strategies
California
$35K 219 – –
HDIM
381
Hanson & Doremus Investment Management
Vermont
$30K 185 – –
MOACM
382
Mutual of America Capital Management
New York
$28K 175 +100 +133%
ECM
383
Exchange Capital Management
Michigan
$26K 161 – –
IFWM
384
Institute for Wealth Management
Colorado
$25K 156 – –
ARMC
385
American Research & Management Company
Massachusetts
$24K 150 – –
MCM
386
Munder Capital Management
Michigan
$24K 150 – –
WA
387
Winfield Associates
Ohio
$24K 150 – –
FWM
388
Focused Wealth Management
New York
$24K 147 – –
CFA
389
Carroll Financial Associates
North Carolina
$23K 144 +84 +140%
LNB
390
Ledyard National Bank
$16K 100 – –
AA
391
Apriem Advisors
California
$10K 63 -150 -70%
HR
392
Howe & Rusling
New York
$5K 30 +30 New
AIA
393
Alerus Investment Advisors
Minnesota
$4K 24 – –
TF
394
Tompkins Financial
New York
$2K 13 – –
BC
395
Brookfield Corp
Ontario, Canada
– – -144,014 Closed
BCM
396
Brookstone Capital Management
Illinois
– – -71,332 Closed
AAM
397
Aberdeen Asset Management
United Kingdom
– – -33,606 Closed
BA
398
Boston Advisors
Massachusetts
– – -17,525 Closed
Two Sigma Investments
399
Two Sigma Investments
New York
– – -13,741 Closed
TNBTD
400
Trustmark National Bank Trust Department
Mississippi
– – -8,549 Closed
13 14 15
16
17