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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
+$104M
2
Ameriprise
Ameriprise
Minnesota
+$60.5M
3
FFA
Fragasso Financial Advisors
Pennsylvania
+$22.8M
4
SPIA
Steward Partners Investment Advisory
New York
+$21.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$19.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$72.1M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$46.1M
3
SB
Suntrust Banks
Georgia
-$38.7M
4
CS
Credit Suisse
Switzerland
-$21.8M
5
MRC
Millburn Ridgefield Corp
New York
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
276
Hollencrest Capital Management
California
$1.34M +$729K +54,068 +119%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$1.31M -$5.99K -108 -0.5%
EIG
278
Ellenbecker Investment Group
Wisconsin
$1.31M +$10.6K +192 +0.8%
BC
279
Bartlett & Co
Ohio
$1.3M -$5.95K -108 -0.5%
CA
280
Cynosure Advisors
Utah
$1.28M – – –
EFSCE
281
Enterprise Financial Services Corp (EFSC)
Missouri
$1.26M -$13.9K -252 -1%
BCA
282
Berman Capital Advisors
Georgia
$1.26M -$390K -7,084 -24%
CAM
283
Columbia Asset Management
Michigan
$1.25M +$220 +4 +0%
YWP
284
YorkBridge Wealth Partners
New York
$1.25M – – –
CT
285
Cambridge Trust
Massachusetts
$1.23M +$66.1K +1,200 +6%
HIMC
286
Heritage Investors Management Corp
Maryland
$1.23M -$13.2K -240 -1%
CCP
287
Corient Capital Partners
California
$1.22M – – –
HAFS
288
Hapanowicz & Associates Financial Services
Pennsylvania
$1.21M -$37.8K -688 -3%
SCA
289
Stokes Capital Advisors
South Carolina
$1.21M -$171K -3,100 -12%
AB
290
Atlas Brown
Kentucky
$1.2M – – –
AC
291
Abbrea Capital
California
$1.18M -$5.54K -100 -0.5%
RW
292
Rand Wealth
Maryland
$1.17M – – –
RMDI
293
R.M. Davis Inc
Maine
$1.17M +$7.28K +132 +0.6%
AF
294
Arrow Financial
New York
$1.16M +$9.93K +180 +0.9%
RhumbLine Advisers
295
RhumbLine Advisers
Massachusetts
$1.13M -$3.22M -58,376 -74%
WPC
296
Waters Parkerson & Co
Louisiana
$1.12M – – –
EFS
297
Essex Financial Services
Connecticut
$1.11M +$181K +3,292 +20%
CNAM
298
Campbell Newman Asset Management
Wisconsin
$1.07M – – –
Susquehanna International Group
299
Susquehanna International Group
Pennsylvania
$1.07M -$2.16M -39,228 -67%
NGA
300
Naples Global Advisors
Florida
$1.07M – – –
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