IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

436 hedge funds and large institutions have $8.01B invested in iShares Russell Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 160 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
436
Holders Change
+43
Holders Change %
+10.94%
% of All Funds
11.64%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.83%
New
76
Increased
160
Reduced
115
Closed
24
Calls
$19.5M
Puts
$3.69M
Net Calls
+$15.8M
Net Calls Change
+$9.94M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$237M
2
Bank of America
2
Bank of America
North Carolina
$863M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.33B
4
Wells Fargo
4
Wells Fargo
California
$872M
5
Northern Trust
5
Northern Trust
Illinois
$150M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$9.69M
2
Citigroup
2
Citigroup
New York
$61.8M
3
AssetMark Inc
3
AssetMark Inc
California
$64K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.7M
5
ANTB
5
AMG National Trust Bank
Colorado
$72.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FUBT
176
First United Bank & Trust
Maryland
$1.79M 10,711 +476 +5%
SAM
177
Symphony Asset Management
California
$1.77M 10,599 +10,599 New
FANJ
178
Financial Architects (New Jersey)
New Jersey
$1.76M 10,543 -100 -0.9%
AllianceBernstein
179
AllianceBernstein
Tennessee
$1.69M 10,128 +1,414 +16%
MC
180
Middleton & Co
Massachusetts
$1.66M 9,937 +37 +0.4%
NFG
181
Nadler Financial Group
Illinois
$1.66M 9,936 +8,429 +559%
AI
182
Atria Investments
North Carolina
$1.61M 9,654 +4,373 +83%
WT
183
Whittier Trust
California
$1.6M 9,599 – –
CTA
184
Chesley Taft & Associates
Illinois
$1.6M 9,566 -4 -0%
NAP
185
New Amsterdam Partners
New York
$1.57M 9,401 +9,401 New
DWM
186
Dakota Wealth Management
Florida
$1.55M 9,232 +9,232 New
AC
187
Alley Company
Illinois
$1.54M 9,216 -50 -0.5%
PFM
188
Parsec Financial Management
North Carolina
$1.53M 9,150 +535 +6%
DY
189
Dowling & Yahnke
California
$1.51M 9,058 – –
FAG
190
Financial Advisory Group
Texas
$1.5M 8,832 – –
MBT
191
Monroe Bank & Trust
Michigan
$1.45M 8,653 +375 +5%
PMG
192
ProVise Management Group
Florida
$1.44M 8,618 -2,955 -26%
FHC
193
First Heartland Consultants
Missouri
$1.42M 8,506 +453 +6%
FWCM
194
First Western Capital Management
California
$1.4M 8,398 +211 +3%
EARNEST Partners
195
EARNEST Partners
Georgia
$1.37M 8,188 +8,188 New
MC
196
Mathes Company
New York
$1.37M 8,175 – –
MCWS
197
McKinley Carter Wealth Services
West Virginia
$1.34M 8,008 +8,008 New
CIG
198
Consolidated Investment Group
Colorado
$1.33M 7,938 – –
RMDI
199
R.M. Davis Inc
Maine
$1.32M 7,877 -626 -7%
FC
200
FCA Corp
Texas
$1.27M 7,622 +842 +12%
6 7
8
9 10