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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.

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$51.9M
2
FEG
2
Fund Evaluation Group
Ohio
$91.6M
3
HNB
3
Huntington National Bank
Ohio
$11.8M
4
Ameriprise
4
Ameriprise
Minnesota
$16.8M
5
FA
5
FDx Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
101
Curian Capital
Colorado
$4.71M 121,068 -83,568 -41%
JWM
102
Jacobus Wealth Management
Wisconsin
$4.59M 118,092 +272 +0.2%
Kayne Anderson Rudnick Investment Management
103
Kayne Anderson Rudnick Investment Management
California
$4.54M 116,832 +20,528 +21%
CCA
104
Cobblestone Capital Advisors
New York
$4.5M 115,696 – –
CT
105
Coastline Trust
Rhode Island
$4.38M 112,524 +960 +0.9%
ANB
106
Amarillo National Bank
Texas
$4.37M 112,280 +328 +0.3%
MWP
107
MYCIO Wealth Partners
Pennsylvania
$4.28M 110,136 +904 +0.8%
MAM
108
Marquette Asset Management
Minnesota
$4.26M 109,444 – –
RTS
109
Round Table Services
New Jersey
$4.18M 107,504 -5,864 -5%
AIM
110
Acropolis Investment Management
Missouri
$4.15M 106,580 +11,760 +12%
FAG
111
Financial Advisory Group
Texas
$4.12M 105,984 +70,656 +200%
CL
112
CPWM LLC
Washington
$4M 102,724 +102,724 New
FNBT
113
FineMark National Bank & Trust
Florida
$3.98M 102,380 -16,040 -14%
Stifel Financial
114
Stifel Financial
Missouri
$3.92M 100,800 -9,396 -9%
FPCM
115
Financial Partners Capital Management
New York
$3.92M 100,708 – –
Barclays
116
Barclays
United Kingdom
$3.89M 100,148 -868 -0.9%
RWA
117
Ropes Wealth Advisors
Massachusetts
$3.86M 99,212 -12,152 -11%
FWCM
118
First Western Capital Management
California
$3.77M 97,036 +29,872 +44%
BPB
119
Badgley, Phelps & Bell
Washington
$3.77M 96,820 -780 -0.8%
MAS
120
Madden Advisory Services
Florida
$3.72M 95,540 – –
HS
121
Huntington Steele
Pennsylvania
$3.68M 94,584 -308 -0.3%
BCI
122
Brinker Capital Investments
Pennsylvania
$3.55M 91,300 -6,792 -7%
Schroder Investment Management Group
123
Schroder Investment Management Group
United Kingdom
$3.55M 91,200 +18,000 +25%
NG
124
NatWest Group
United Kingdom
$3.5M 90,100 +4,888 +6%
IH
125
IFC Holdings
Florida
$3.37M 85,652 +18,952 +28%
3 4
5
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