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
+$31.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$20.4M
3
CTB
Country Trust Bank
Illinois
+$16.5M
4
SB
Suntrust Banks
Georgia
+$16.1M
5
JFG
JMG Financial Group
Illinois
+$9.6M

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
-$320M
2
CS
Credit Suisse
Switzerland
-$282M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$243M
4
Bank of America
Bank of America
North Carolina
-$118M
5
FEG
Fund Evaluation Group
Ohio
-$83M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
376
KCM Investment Advisors
California
$262K -$58.6K -1,440 -18%
Thrivent Financial for Lutherans
377
Thrivent Financial for Lutherans
Minnesota
$261K -$186K -4,620 -42%
NPIT
378
National Penn Investors Trust
Pennsylvania
$259K -$108K -2,664 -29%
MCA
379
Mercer Capital Advisers
New Jersey
$255K – – –
ATC
380
Argent Trust Co
Tennessee
$254K -$5.23K -128 -2%
NFG
381
Nations Financial Group
Iowa
$250K +$22.3K +548 +10%
CCM
382
Colorado Capital Management
Colorado
$247K – – –
AOWM
383
Alpha Omega Wealth Management
Virginia
$246K – – –
BFA
384
Bragg Financial Advisors
North Carolina
$245K +$245K +6,016 New
BA
385
BKS Advisors
Michigan
$243K -$4.4K -108 -2%
SCP
386
Syntal Capital Partners
Texas
$241K – – –
HF
387
HRT Financial
New York
$240K +$240K +5,900 New
NIM
388
Northeast Investment Management
Massachusetts
$239K -$5.71K -140 -2%
BC
389
Bartlett & Co
Ohio
$238K +$76.7K +1,884 +48%
BW
390
Bison Wealth
Georgia
$233K -$14.7K -360 -6%
SCA
391
Snowden Capital Advisors
New York
$230K +$230K +5,652 New
WAM
392
Wealthspire Advisors (Maryland)
Maryland
$225K – – –
JWA
393
JFS Wealth Advisors
Pennsylvania
$222K -$19.5K -480 -8%
LFG
394
LifePlan Financial Group
Ohio
$221K +$221K +5,432 New
ST
395
Sageworth Trust
Pennsylvania
$217K – – –
BFEC
396
Benjamin F. Edwards & Company
Missouri
$213K – – –
AFWA
397
Ancora Family Wealth Advisors
Ohio
$213K – – –
AIP
398
Ameritas Investment Partners
Nebraska
$212K -$46.2K -1,136 -18%
BEAM
399
Baker Ellis Asset Management
Washington
$212K – – –
ZB
400
Zions Bancorporation
Utah
$205K -$1.95K -48 -0.9%
14 15
16
17 18