IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

763 hedge funds and large institutions have $15.3B invested in iShares Russell Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
16.76%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
1.21%
New
47
Increased
260
Reduced
244
Closed
37
Calls
$8M
Puts
$3.12M
Net Calls
+$4.87M
Net Calls Change
+$1.62M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.21B
2
US Bancorp
US Bancorp
Minnesota
$493M
3
Bank of America
Bank of America
North Carolina
$2.77B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$318M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$449M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$51.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.45M
3
SV
Starboard Value
New York
$62.7M
4
MMA
Miracle Mile Advisors
California
$30.4M
5
Franklin Resources
Franklin Resources
California
$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
326
AllianceBernstein
Tennessee
$1.15M -$337K -6,026 -23%
CAM
327
Cresset Asset Management
Illinois
$1.15M +$23.3K +416 +2%
HTC
328
Haverford Trust Company
Pennsylvania
$1.14M -$14.8K -265 -1%
WPC
329
Waters Parkerson & Co
Louisiana
$1.14M – – –
TA
330
Townsend & Associates
Colorado
$1.13M +$1.13M +20,898 New
VFA
331
Valeo Financial Advisors
Indiana
$1.13M +$410K +11,494 +57%
IRC
332
Investors Research Corp
Georgia
$1.12M +$1.01M +17,993 +900%
WI
333
Wintrust Investments
Illinois
$1.12M +$50.4K +900 +5%
SS
334
Simplicity Solutions
Minnesota
$1.11M +$799K +14,285 +260%
RhumbLine Advisers
335
RhumbLine Advisers
Massachusetts
$1.11M +$1.11M +19,750 New
CNAM
336
Campbell Newman Asset Management
Wisconsin
$1.09M – – –
FT
337
Fiduciary Trust
Massachusetts
$1.08M +$133K +2,380 +14%
KM
338
Kalos Management
Georgia
$1.07M -$84.2K -1,501 -7%
PWM
339
Perigon Wealth Management
California
$1.07M -$78.2K -1,400 -7%
MMG
340
Monetary Management Group
Missouri
$1.06M – – –
WTFG
341
Wells Trecaso Financial Group
Ohio
$1.06M – – –
VFA
342
Voya Financial Advisors
Connecticut
$1.04M +$10.9K +195 +1%
RG
343
Rikoon Group
New Mexico
$1.03M – – –
CCT
344
Country Club Trust
Missouri
$1.02M +$292K +5,245 +40%
AIS
345
American Investment Services
Massachusetts
$1.02M – – –
AIA
346
Armor Investment Advisors
North Carolina
$1.01M +$22.4K +400 +2%
PIMG
347
Patriot Investment Management Group
Tennessee
$995K -$24.1K -439 -2%
LBC
348
Lowe Brockenbrough & Co
Virginia
$993K – – –
AWM
349
Avior Wealth Management
Nebraska
$991K +$7.21K +129 +0.7%
OAM
350
Occidental Asset Management
California
$982K +$74.5K +1,332 +8%
12 13
14
15 16