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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WB
176
Webster Bank
Connecticut
$1.68M +$1.24K +32 +0.1%
Brown Advisory
177
Brown Advisory
Maryland
$1.64M +$21.2K +544 +1%
NPC
178
National Planning Corporation
California
$1.64M +$153K +3,652 +10%
MIAN
179
Mariner Independent Advisor Network
Kansas
$1.63M +$1.63M +41,924 New
FANJ
180
Financial Architects (New Jersey)
New Jersey
$1.62M +$38.9K +1,000 +2%
FUBT
181
First United Bank & Trust
Maryland
$1.61M -$42.8K -1,100 -3%
MC
182
Middleton & Co
Massachusetts
$1.61M +$24.1K +620 +2%
DY
183
Dowling & Yahnke
California
$1.58M +$173K +4,448 +12%
WT
184
Whittier Trust
California
$1.53M +$28.3K +728 +2%
DWM
185
Dakota Wealth Management
Florida
$1.48M +$55.4K +1,424 +4%
CTA
186
Chesley Taft & Associates
Illinois
$1.48M – – –
CWM
187
Concert Wealth Management
California
$1.47M +$22K +564 +2%
Neuberger Berman Group
188
Neuberger Berman Group
New York
$1.47M +$1.11M +28,476 +308%
PA
189
Paracle Advisors
Washington
$1.46M +$1.16M +29,952 +389%
CWM
190
Confluence Wealth Management
Oregon
$1.43M -$103K -2,656 -7%
FHC
191
First Heartland Consultants
Missouri
$1.41M – – –
CHC
192
City Holding Co
West Virginia
$1.35M +$17.1K +440 +1%
PMG
193
ProVise Management Group
Florida
$1.34M – – –
CS
194
Comerica Securities
Michigan
$1.32M +$632K +16,268 +93%
AC
195
Alley Company
Illinois
$1.3M – – –
IC
196
Intersect Capital
California
$1.25M +$172K +4,424 +16%
MCWS
197
McKinley Carter Wealth Services
West Virginia
$1.23M -$7.78K -200 -0.6%
RJT
198
Raymond James Trust
Florida
$1.2M -$12.7K -328 -1%
CIG
199
Consolidated Investment Group
Colorado
$1.19M -$46.3K -1,192 -4%
CC
200
Courier Capital
New York
$1.16M -$7.78K -200 -0.7%
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