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.

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
1
US Bancorp
Minnesota
$112M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$23.8M
3
CTB
3
Country Trust Bank
Illinois
$48.2M
4
SB
4
Suntrust Banks
Georgia
$105M
5
JFG
5
JMG Financial Group
Illinois
$48.3M

Top Sellers

1
TCT
1
TIAA CREF Trust
Missouri
$293M
2
CS
2
Credit Suisse
Switzerland
$2.76M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.31B
4
Bank of America
4
Bank of America
North Carolina
$983M
5
FEG
5
Fund Evaluation Group
Ohio
$9.62M
Name Market Value Shares Shares
Change 		Shares
Change %
TTWM
101
TCV Trust & Wealth Management
Virginia
$5.21M 127,880 -252 -0.2%
FNFDCM
102
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.19M 127,508 -4,260 -3%
CGH
103
Cleary Gull Holdings
Wisconsin
$5.16M 126,640 -15,240 -11%
Charles Schwab
104
Charles Schwab
California
$5.08M 124,720 +57,200 +85%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$5.06M 124,308 -11,476 -8%
WTB
106
Washington Trust Bank
Washington
$5.03M 123,364 – –
MWP
107
MYCIO Wealth Partners
Pennsylvania
$5M 122,684 +13,084 +12%
BWM
108
Braver Wealth Management
Massachusetts
$4.98M 122,220 +1,700 +1%
CA
109
Cetera Advisors
Colorado
$4.92M 120,564 -8,804 -7%
FMWA
110
Forvis Mazars Wealth Advisors
Missouri
$4.86M 119,228 +32,016 +37%
WSFS
111
Wilmington Savings Fund Society
Delaware
$4.75M 116,644 -6,156 -5%
CCA
112
Cobblestone Capital Advisors
New York
$4.72M 115,916 +220 +0.2%
ANB
113
Amarillo National Bank
Texas
$4.67M 114,668 – –
PBO
114
Peoples Bank (Ohio)
Ohio
$4.54M 111,504 -9,836 -8%
CT
115
Coastline Trust
Rhode Island
$4.44M 108,884 -2,600 -2%
ICOA
116
Investment Centers of America
North Dakota
$4.33M 106,404 +15,172 +17%
JWM
117
Jacobus Wealth Management
Wisconsin
$4.33M 106,348 -4,032 -4%
AL
118
Aspiriant LLC
California
$4.31M 105,756 +83,936 +385%
AIM
119
Acropolis Investment Management
Missouri
$4.29M 105,260 -940 -0.9%
AIG
120
American International Group
New York
$4.26M 104,572 -184 -0.2%
FTS
121
Fifth Third Securities
Ohio
$4.24M 104,168 +104,168 New
HPWM
122
Highland Private Wealth Management
Washington
$4.16M 102,244 -35,916 -26%
FPCM
123
Financial Partners Capital Management
New York
$4.1M 100,708 – –
CL
124
CPWM LLC
Washington
$4.02M 98,732 +4 +0%
HS
125
Huntington Steele
Pennsylvania
$3.96M 97,292 +2,344 +2%
3 4
5
6 7