IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

446 hedge funds and large institutions have $8.8B invested in iShares Russell Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 31 closing their positions.

Holders
446
Holders Change
+10
Holders Change %
+2.29%
% of All Funds
11.9%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.99%
New
51
Increased
176
Reduced
125
Closed
31
Calls
$15.1M
Puts
$4.24M
Net Calls
+$10.9M
Net Calls Change
-$4.98M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1B
2
Wells Fargo
2
Wells Fargo
California
$957M
3
GLI
3
Guardian Life Insurance
New York
$40.7M
4
TCT
4
TIAA CREF Trust
Missouri
$513M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$34.6M

Top Sellers

1
KeyBank National Association
1
KeyBank National Association
Ohio
$198M
2
BTS
2
BB&T Securities
Virginia
$25.8M
3
MAA
3
Managed Account Advisors
New Jersey
$27.8M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$0
5
PCM
5
Penn Capital Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.4B 8,086,201 +116,744 +1%
Bank of America
2
Bank of America
North Carolina
$1B 5,778,674 +613,663 +12%
Wells Fargo
3
Wells Fargo
California
$957M 5,527,038 +308,713 +6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$816M 4,711,426 +47,585 +1%
TCT
5
TIAA CREF Trust
Missouri
$513M 2,965,634 +208,345 +8%
UBS Group
6
UBS Group
Switzerland
$256M 1,477,746 +57,362 +4%
KeyBank National Association
7
KeyBank National Association
Ohio
$198M 1,144,060 -137,523 -11%
Northern Trust
8
Northern Trust
Illinois
$187M 1,079,679 +180,523 +20%
Morgan Stanley
9
Morgan Stanley
New York
$165M 952,862 +34,530 +4%
FEG
10
Fund Evaluation Group
Ohio
$148M 857,657 +33,392 +4%
Goldman Sachs
11
Goldman Sachs
New York
$141M 814,603 +21,686 +3%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$132M 760,698 -7,750 -1%
M&T Bank
13
M&T Bank
New York
$123M 707,756 +139,927 +25%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$102M 590,949 +11,133 +2%
B
15
Baird
Wisconsin
$94.3M 544,701 +172,382 +46%
V
16
Veritable
Delaware
$93.8M 541,823 -4,706 -0.9%
SB
17
Suntrust Banks
Georgia
$86.1M 497,435 +64,545 +15%
ANTB
18
AMG National Trust Bank
Colorado
$85.9M 496,402 +64,057 +15%
LPL Financial
19
LPL Financial
California
$81.9M 475,052 +58,126 +14%
BUB
20
BBVA USA Bancshares
Texas
$75.6M 436,494 +7,432 +2%
US Bancorp
21
US Bancorp
Minnesota
$68.9M 398,255 +43,006 +12%
FBNAT
22
FirstMerit Bank N.A. Trustee
Ohio
$68.3M 394,654 +8,492 +2%
DC
23
Deere & Company
Illinois
$65.5M 378,410 – –
Citigroup
24
Citigroup
New York
$64.4M 371,814 +1,555 +0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$56M 323,694 +127,674 +65%
1
2 3 4 5