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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

495 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 167 increasing their positions, 178 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
13.23%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.91%
New
30
Increased
167
Reduced
178
Closed
18
Calls
$11.1M
Puts
$5.45M
Net Calls
+$5.69M
Net Calls Change
+$6.94M

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$90.3M
2
Wells Fargo
Wells Fargo
California
+$71.2M
3
AssetMark Inc
AssetMark Inc
California
+$57.5M
4
CCA
Catalyst Capital Advisors
New York
+$30.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$27.5M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$19.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$18.6M
3
CS
Credit Suisse
Switzerland
-$15M
4
DT
Diversified Trust
Tennessee
-$13.9M
5
TCT
TIAA CREF Trust
Missouri
-$9.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
276
Fiduciary Trust
Massachusetts
$695K – – –
MCM
277
MAI Capital Management
Ohio
$685K +$6.27K +144 +0.9%
FHB
278
First Hawaiian Bank
Hawaii
$677K – – –
HCIA
279
Hochman Cole Investment Advisors
Illinois
$676K +$523 +12 +0.1%
WPC
280
White Pine Capital
Minnesota
$675K -$74.1K -1,700 -10%
PL
281
Parthenon LLC
Kentucky
$674K – – –
GA
282
Geneva Advisors
Illinois
$648K – – –
HWM
283
Highwater Wealth Management
Colorado
$648K +$648K +14,868 New
AllianceBernstein
284
AllianceBernstein
Tennessee
$647K -$91.6K -2,104 -12%
RW
285
Rand Wealth
Maryland
$645K – – –
MHS
286
M Holdings Securities
Oregon
$644K -$33.1K -760 -5%
GT
287
Greenleaf Trust
Michigan
$643K +$643K +14,760 New
CL
288
CIM LLC
New York
$635K -$27K -620 -4%
MPI
289
Mairs & Power Inc
Minnesota
$629K -$71.6K -1,644 -10%
DW
290
Domani Wealth
Pennsylvania
$618K -$205K -4,696 -25%
NGA
291
Naples Global Advisors
Florida
$608K – – –
ASN
292
Advisory Services Network
Georgia
$606K +$9.07K +208 +2%
SCP
293
Seizert Capital Partners
Michigan
$605K – – –
TG
294
Threshold Group
Washington
$600K – – –
BFO
295
Boston Family Office
Massachusetts
$589K – – –
IC
296
Iconiq Capital
California
$575K – – –
LBC
297
Lowe Brockenbrough & Co
Virginia
$574K -$43.6K -1,000 -7%
TSW
298
Thompson Siegel & Walmsley
Virginia
$559K – – –
CG
299
Caprock Group
Idaho
$555K -$8.02K -184 -1%
BKA
300
Brick & Kyle Associates
Pennsylvania
$552K +$5.23K +120 +1%
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