IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

687 hedge funds and large institutions have $13.4B invested in iShares Russell Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 228 increasing their positions, 213 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+18
Holders Change %
+2.69%
% of All Funds
15.73%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.08%
New
55
Increased
228
Reduced
213
Closed
31
Calls
$7.01M
Puts
$1.46M
Net Calls
+$5.56M
Net Calls Change
-$14.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
Ameriprise
Ameriprise
Minnesota
$1.05B
3
FFA
Fragasso Financial Advisors
Pennsylvania
$31.1M
4
SPIA
Steward Partners Investment Advisory
New York
$22.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$353M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$64M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
SB
Suntrust Banks
Georgia
$114M
4
CS
Credit Suisse
Switzerland
$309K
5
MRC
Millburn Ridgefield Corp
New York
$81.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$2.25M +$25.8K +468 +1%
AMG
227
Asset Management Group
Connecticut
$2.2M +$7.5K +136 +0.3%
UBS AM
228
UBS AM
Illinois
$2.14M -$3.31K -60 -0.2%
CSM
229
CAMG Solamere Management
North Carolina
$2.12M +$79K +1,432 +4%
SNT
230
Security National Trust
West Virginia
$2.12M – – –
FANJ
231
Financial Architects (New Jersey)
New Jersey
$2.11M -$53.4K -968 -2%
PCG
232
Private Capital Group
Connecticut
$2.1M -$22.4K -404 -1%
FCFC
233
First Commonwealth Financial Corp
Pennsylvania
$2.08M +$2.08M +37,708 New
FA
234
Fiducient Advisors
Illinois
$2.06M -$10.1K -184 -0.5%
CAM
235
Carret Asset Management
New York
$2.05M +$159K +2,880 +8%
WT
236
Whittier Trust
California
$1.96M +$333K +6,036 +20%
ECM
237
Elgethun Capital Management
South Dakota
$1.96M – – –
FAG
238
Financial Advisory Group
Texas
$1.95M – – –
MCM
239
MAI Capital Management
Ohio
$1.94M +$1.98K +36 +0.1%
AFC
240
AFT Forsyth & Company
Florida
$1.91M – – –
GIM
241
Goelzer Investment Management
Indiana
$1.9M -$129K -2,344 -6%
TA
242
Tiedemann Advisors
New York
$1.88M +$1.1M +19,932 +142%
FNBOO
243
First National Bank of Omaha
Nebraska
$1.88M -$118K -2,148 -6%
VFA
244
Voya Financial Advisors
Connecticut
$1.88M +$89.7K +1,632 +5%
AP
245
Appleton Partners
Massachusetts
$1.87M -$30.9K -560 -2%
HCMT
246
Highland Capital Management (Tennessee)
Tennessee
$1.87M -$5.51K -100 -0.3%
CTA
247
Chesley Taft & Associates
Illinois
$1.85M +$2.21K +40 +0.1%
IAM
248
Iridian Asset Management
Connecticut
$1.84M – – –
SC
249
Scotia Capital
Ontario, Canada
$1.83M +$55.1K +1,000 +3%
WPW
250
Winthrop Partners - WNY
New York
$1.82M +$102K +1,848 +6%
8 9
10
11 12