IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

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
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

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$43.2M
2
U
UBS
Switzerland
$204M
3
FC
Fairpointe Capital
Illinois
$33.9M
4
Bank of America
Bank of America
North Carolina
$475M
5
TCT
TIAA CREF Trust
Missouri
$275M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
$100M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.3M
3
SF
Synovus Financial
Georgia
$43M
4
BFA
Beaumont Financial Advisors
Massachusetts
$0
5
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
126
SII Investments
Wisconsin
$2.54M +$517K +14,844 +26%
FNBT
127
FineMark National Bank & Trust
Florida
$2.28M +$202K +5,820 +10%
WAM
128
Weatherly Asset Management
California
$2.11M -$5.56K -160 -0.3%
FNT
129
First National Trust
Pennsylvania
$2.06M +$147K +4,236 +8%
WB
130
Webster Bank
Connecticut
$2.06M +$182K +5,232 +10%
IH
131
IFC Holdings
Florida
$2.05M +$747K +21,380 +57%
ICOA
132
Investment Centers of America
North Dakota
$1.95M +$300K +8,588 +18%
Barclays
133
Barclays
United Kingdom
$1.94M +$194K +5,584 +11%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$1.91M +$45.2K +1,300 +2%
GIM
135
Goelzer Investment Management
Indiana
$1.9M -$1.9M -54,596 -50%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$1.82M +$1.82M +52,364 New
BWM
137
Braver Wealth Management
Massachusetts
$1.8M +$63.8K +1,836 +4%
ANB
138
Amarillo National Bank
Texas
$1.77M – – –
SGCA
139
Steel Grove Capital Advisors
Tennessee
$1.73M +$139 +4 +0%
GI
140
Gradient Investments
Minnesota
$1.67M +$125K +3,592 +8%
WSA
141
Willow Street Advisors
Florida
$1.66M +$1.56M +63,244 +1,627%
RACM
142
R & A Capital Management
New Hampshire
$1.55M – – –
PMG
143
ProVise Management Group
Florida
$1.54M +$26.4K +760 +2%
SSB
144
Sandy Spring Bank
Maryland
$1.52M -$123K -3,540 -8%
WT
145
Whittier Trust
California
$1.51M +$88K +2,532 +6%
AC
146
Alley Company
Illinois
$1.47M -$4.87K -140 -0.3%
NPC
147
National Planning Corporation
California
$1.47M +$352K +9,992 +32%
SBH
148
Segall Bryant & Hamill
Illinois
$1.47M -$436K -12,540 -23%
ST
149
Sabal Trust
Florida
$1.45M – – –
BIM
150
BlackRock Investment Management
Delaware
$1.42M +$544K +15,648 +62%
4 5
6
7 8