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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.

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

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
$293M
2
CS
Credit Suisse
Switzerland
$2.76M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
4
Bank of America
Bank of America
North Carolina
$983M
5
FEG
Fund Evaluation Group
Ohio
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
126
Marquette Asset Management
Minnesota
$3.96M -$53.8K -1,320 -1%
BPB
127
Badgley, Phelps & Bell
Washington
$3.94M – – –
MAS
128
Madden Advisory Services
Florida
$3.89M – – –
RWA
129
Ropes Wealth Advisors
Massachusetts
$3.76M -$591K -14,508 -14%
IH
130
IFC Holdings
Florida
$3.73M +$36.5K +896 +1%
GFG
131
Gray Financial Group
Georgia
$3.62M +$3.07M +75,280 +559%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$3.33M -$14.7K -360 -0.4%
William Blair & Company
133
William Blair & Company
Illinois
$3.22M -$210K -5,160 -6%
FNBT
134
FineMark National Bank & Trust
Florida
$3.2M -$294K -7,216 -8%
HI
135
Horizon Investments
North Carolina
$3.15M +$333K +8,164 +12%
SIC
136
Sigma Investment Counselors
Michigan
$3.13M +$475K +11,660 +18%
PFM
137
Phillips Financial Management
Indiana
$3.12M – – –
SI
138
SII Investments
Wisconsin
$3.09M -$1.67M -41,116 -35%
SJIM
139
St. Johns Investment Management
Florida
$2.94M -$3.31M -81,168 -53%
SAM
140
Silvercrest Asset Management
New York
$2.89M -$326K -7,996 -10%
BP
141
Ballentine Partners
Massachusetts
$2.88M – – –
EA
142
Elm Advisors
California
$2.87M -$30.1K -740 -1%
CS
143
Credit Suisse
Switzerland
$2.76M -$282M -6,912,968 -99%
CS
144
Comerica Securities
Michigan
$2.67M +$2.67M +65,576 New
CL
145
Choreo LLC
Illinois
$2.52M +$35.8K +880 +1%
SC
146
SouthState Corp
Florida
$2.51M -$1.95M -47,796 -44%
NFG
147
Nadler Financial Group
Illinois
$2.51M -$66.8K -1,640 -3%
HCM
148
Hollencrest Capital Management
California
$2.51M +$142K +3,488 +6%
EFS
149
Essex Financial Services
Connecticut
$2.5M +$354K +8,680 +16%
HS
150
Horan Securities
United States
$2.49M +$2.49M +59,972 New
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