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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

327 hedge funds and large institutions have $4.82B invested in iShares Russell Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 327 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+327
Holders Change %
–
% of All Funds
10.68%
Holding in Top 10
26
Holding in Top 10 Change
+26
Holding in Top 10 Change %
%
% of All Funds
0.85%
New
327
Increased
–
Reduced
–
Closed
–
Calls
$5.87M
Puts
$1.29M
Net Calls
+$4.58M
Net Calls Change
+$4.58M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
201
Gerald L. Ray & Associates
Texas
$616K +$616K +18,980 New
PCM
202
Penn Capital Management
Pennsylvania
$616K +$616K +18,984 New
CAMI
203
Concord Asset Management (Illinois)
Illinois
$594K +$594K +18,300 New
CCM
204
Covington Capital Management
California
$591K +$591K +18,200 New
AI
205
Atria Investments
North Carolina
$585K +$585K +18,000 New
KFS
206
KMS Financial Services
Washington
$581K +$581K +17,900 New
RPGK
207
Retirement Planning Group (Kansas)
Kansas
$576K +$576K +17,732 New
AL
208
Aspiriant LLC
California
$552K +$552K +17,000 New
LW
209
Linscomb Wealth
Texas
$548K +$548K +16,880 New
GI
210
Glovista Investments
New Jersey
$535K +$535K +16,476 New
FHB
211
First Hawaiian Bank
Hawaii
$525K +$525K +16,168 New
S
212
SignatureFD
Georgia
$518K +$518K +15,956 New
RJT
213
Raymond James Trust
Florida
$510K +$510K +15,704 New
CCM
214
Catawba Capital Management
Virginia
$501K +$501K +15,440 New
DT
215
Diversified Trust
Tennessee
$498K +$498K +15,328 New
JG
216
Jefferies Group
New York
$492K +$492K +15,148 New
MMG
217
Monetary Management Group
Missouri
$490K +$490K +15,100 New
EFSCE
218
Enterprise Financial Services Corp (EFSC)
Missouri
$489K +$489K +15,068 New
AWA
219
AmeriServ Wealth Advisors
Pennsylvania
$484K +$484K +14,920 New
ZF
220
Zhang Financial
Michigan
$461K +$461K +14,192 New
FHC
221
First Heartland Consultants
Missouri
$459K +$459K +14,120 New
AWM
222
Altavista Wealth Management
North Carolina
$455K +$455K +14,000 New
WB
223
WesBanco Bank
West Virginia
$438K +$438K +13,484 New
BG
224
Bahl & Gaynor
Ohio
$432K +$432K +13,304 New
TSW
225
Thompson Siegel & Walmsley
Virginia
$417K +$417K +12,832 New
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