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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
$1.15B
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
$63.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$808K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$22.4M
3
CS
Credit Suisse
Switzerland
$0
4
DT
Diversified Trust
Tennessee
$383K
5
TCT
TIAA CREF Trust
Missouri
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWPG
326
Strategic Wealth Partners Group
Illinois
$424K – – –
BPCE
327
Bank Pictet & Cie (Europe)
Germany
$417K – – –
NSIM
328
North Star Investment Management
Illinois
$408K – – –
AF
329
Arrow Financial
New York
$407K +$40.6K +932 +11%
KCM
330
Kanawha Capital Management
Virginia
$391K -$69.8K -1,600 -15%
Neuberger Berman Group
331
Neuberger Berman Group
New York
$385K – – –
DT
332
Diversified Trust
Tennessee
$383K -$13.9M -318,892 -97%
LP
333
LGL Partners
Pennsylvania
$382K +$2.78K +64 +0.7%
FAAS
334
First Allied Advisory Services
California
$381K -$192K -4,412 -34%
WA
335
Waverly Advisors
Alabama
$380K -$2.79K -64 -0.7%
BFG
336
Bouchey Financial Group
New York
$376K – – –
MCM
337
Maple Capital Management
Vermont
$373K – – –
FWM
338
Frontier Wealth Management
Missouri
$370K -$12.7K -292 -3%
PGIM
339
Pacific Global Investment Management
California
$370K – – –
WCM
340
Windsor Capital Management
Arizona
$366K -$26.7K -612 -7%
MCM
341
Maryland Capital Management
Maryland
$366K – – –
OSNBOA
342
Old Second National Bank of Aurora
Illinois
$364K – – –
CCFCSB
343
Cape Cod Five Cents Savings Bank
Massachusetts
$359K -$348 -8 -0.1%
FFBTD
344
First Financial Bank - Trust Division
Ohio
$352K – – –
BAC
345
Boys Arnold & Co
North Carolina
$352K – – –
UBWV
346
United Bank (West Virginia)
West Virginia
$350K – – –
PPA
347
Parametric Portfolio Associates
Washington
$349K -$349 -8 -0.1%
AWM
348
Altavista Wealth Management
North Carolina
$349K – – –
SC
349
Scotia Capital
Ontario, Canada
$345K – – –
AFWA
350
Ancora Family Wealth Advisors
Ohio
$340K +$112K +2,560 +49%
12 13
14
15 16