IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

446 hedge funds and large institutions have $8.3B invested in iShares Russell Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 170 increasing their positions, 134 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
12.47%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.92%
New
33
Increased
170
Reduced
134
Closed
31
Calls
$8.28M
Puts
$9.23M
Net Calls
-$949K
Net Calls Change
-$2.87M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.45B
2
TCT
TIAA CREF Trust
Missouri
$550M
3
Bank of America
Bank of America
North Carolina
$989M
4
Wells Fargo
Wells Fargo
California
$919M
5
CS
Credit Suisse
Switzerland
$27.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$51.9M
2
FEG
Fund Evaluation Group
Ohio
$91.6M
3
HNB
Huntington National Bank
Ohio
$11.8M
4
Ameriprise
Ameriprise
Minnesota
$16.8M
5
FA
FDx Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
451
Strategic Capital Alternatives
United States
– -$930K -21,480 Closed
VKH
452
Virtu KCG Holdings
New York
– -$891K -20,928 Closed
WFG
453
Windsor Financial Group
Minnesota
– -$837K -19,648 Closed
BHB
454
Bank Hapoalim BM
Israel
– -$772K -18,120 Closed
Luther King Capital Management (LKCM)
455
Luther King Capital Management (LKCM)
Texas
– -$536K -12,580 Closed
Chevy Chase Trust
456
Chevy Chase Trust
Maryland
– -$309K -7,276 Closed
HW
457
Hancock Whitney
Mississippi
– -$312K -7,220 Closed
AWA
458
Arete Wealth Advisors
Illinois
– -$304K -7,144 Closed
BAS
459
Brown Advisory Securities
Maryland
– -$297K -7,000 Closed
BFS
460
Bradley Foster & Sargent
Connecticut
– -$281K -6,608 Closed
HCM
461
Howland Capital Management
Massachusetts
– -$263K -6,172 Closed
SFM
462
Signature Financial Management
Virginia
– -$226K -5,320 Closed
TNBTD
463
Trustmark National Bank Trust Department
Mississippi
– -$222K -5,216 Closed
DC
464
Davenport & Co
Virginia
– -$218K -5,112 Closed
BOS
465
Bank of Stockton
California
– -$216K -5,080 Closed
BWP
466
Baldwin Wealth Partners
Massachusetts
– -$214K -5,024 Closed
AIM
467
Aspen Investment Management
Michigan
– -$211K -4,960 Closed
SFI
468
SPC Financial Inc
Maryland
– -$201K -4,716 Closed
PIA
469
Peachtree Investment Advisors
Georgia
– -$184K -4,332 Closed
MOACM
470
Mutual of America Capital Management
New York
– -$136K -3,200 Closed
BRWM
471
B. Riley Wealth Management
Tennessee
– -$42K -1,000 Closed
TWA
472
TCI Wealth Advisors
Arizona
– -$32K -740 Closed
LNWWM
473
Laird Norton Wetherby Wealth Management
California
– -$27K -640 Closed
WA
474
Winfield Associates
Ohio
– -$26K -600 Closed
CWM
475
Catamount Wealth Management
Connecticut
– -$24K -560 Closed
16 17 18
19
20