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iShares Russell Mid-Cap ETF

341 hedge funds and large institutions have $5.37B invested in iShares Russell Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

11% more capital invested

Capital invested by funds: $4.82B → $5.37B (+$545M)

4% more funds holding

Funds holding: 327341 (+14)

1.72% more ownership

Funds ownership: 252.26%253.99% (+1.7%)

10% less call options, than puts

Call options by funds: $85.9M | Put options by funds: $95.7M

Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
11.06%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.97%
New
34
Increased
127
Reduced
102
Closed
17
Calls
$85.9M
Puts
$95.7M
Net Calls
-$9.79M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
101
Raymond James & Associates
Florida
$4.18M -$440K -12,876 -10%
PSUF
102
People's United Financial
Connecticut
$4.15M -$60.3K -1,764 -1%
CT
103
Coastline Trust
Rhode Island
$3.96M -$74.8K -2,188 -2%
Ameriprise
104
Ameriprise
Minnesota
$3.84M -$105K -3,080 -3%
ST
105
Spot Trading
Illinois
$3.81M +$3.74M +109,556 New
BCI
106
Brinker Capital Investments
Pennsylvania
$3.77M -$179K -5,240 -5%
GLA
107
Great Lakes Advisors
Illinois
$3.61M -$12.8K -376 -0.4%
BPB
108
Badgley, Phelps & Bell
Washington
$3.5M
SC
109
SouthState Corp
Florida
$3.42M -$204K -5,980 -6%
RFC
110
Regions Financial Corp
Alabama
$3.41M +$178K +5,200 +6%
Neuberger Berman Group
111
Neuberger Berman Group
New York
$3.28M +$3.22M +94,232 New
FCB
112
First Citizens Bancorporation
South Carolina
$3.19M -$24.6K -720 -0.8%
JWM
113
Jacobus Wealth Management
Wisconsin
$3.14M +$11.9K +348 +0.4%
William Blair & Company
114
William Blair & Company
Illinois
$3.09M +$15.7K +460 +0.5%
HS
115
Huntington Steele
Pennsylvania
$2.98M +$29.7K +868 +1%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$2.97M +$13.5K +396 +0.5%
EVM
117
Eaton Vance Management
Massachusetts
$2.89M +$12.3K +360 +0.4%
NAM
118
NTV Asset Management
West Virginia
$2.85M +$164K +4,800 +6%
SIC
119
Sigma Investment Counselors
Michigan
$2.84M -$17.8K -520 -0.6%
PFM
120
Phillips Financial Management
Indiana
$2.84M -$5.6K -164 -0.2%
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$2.84M -$292K -8,560 -9%
HighTower Advisors
122
HighTower Advisors
Illinois
$2.79M +$1.53M +44,720 +126%
CIA
123
CCM Investment Advisers
South Carolina
$2.71M +$57.4K +1,680 +2%
BA
124
Boston Advisors
Massachusetts
$2.71M +$2.66M +77,840 New
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$2.65M +$60.8K +1,780 +2%