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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

546 hedge funds and large institutions have $9.74B invested in iShares Russell Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 210 increasing their positions, 141 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
13.67%
Holding in Top 10
45
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+32.35%
% of All Funds
1.13%
New
80
Increased
210
Reduced
141
Closed
23
Calls
$13.6M
Puts
$10M
Net Calls
+$3.63M
Net Calls Change
-$2.06M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$70.8M
2
Bank of America
Bank of America
North Carolina
+$67.3M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$34M
4
FFA
Fragasso Financial Advisors
Pennsylvania
+$26.5M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$24.5M

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
-$13.9M
2
MIH
Madison Investment Holdings
Wisconsin
-$11.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.76M
4
UBS Group
UBS Group
Switzerland
-$6.03M
5
AssetMark Inc
AssetMark Inc
California
-$5.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
351
Pointe Capital Management
Michigan
$461K +$461K +10,300 New
HCM
352
HM Capital Management
Missouri
$456K – – –
UWPG
353
Ullmann Wealth Partners Group
Florida
$456K +$456K +9,896 New
WPA
354
West Paces Advisors
Georgia
$453K +$453K +10,120 New
BSW
355
Buckingham Strategic Wealth
Missouri
$448K +$448K +10,020 New
CPIG
356
Chicago Partners Investment Group
Illinois
$444K +$3.94K +88 +0.9%
ST
357
Smithfield Trust
Pennsylvania
$439K -$21.3K -476 -5%
SWPG
358
Strategic Wealth Partners Group
Illinois
$435K – – –
SS
359
Simplicity Solutions
Minnesota
$434K +$113K +2,532 +35%
MCM
360
Mitchell Capital Management
Kansas
$434K +$434K +9,696 New
BPCE
361
Bank Pictet & Cie (Europe)
Germany
$427K – – –
DT
362
Diversified Trust
Tennessee
$427K +$33.5K +748 +9%
BC
363
Bartlett & Co
Ohio
$420K +$158K +3,540 +61%
RW
364
REDW Wealth
New Mexico
$419K +$419K +9,368 New
NSIM
365
North Star Investment Management
Illinois
$418K – – –
NAP
366
New Amsterdam Partners
New York
$411K +$411K +9,188 New
CFD
367
Creative Financial Designs
Indiana
$405K +$405K +9,060 New
FAAS
368
First Allied Advisory Services
California
$403K +$11.8K +264 +3%
KCM
369
Kanawha Capital Management
Virginia
$401K – – –
CCFCSB
370
Cape Cod Five Cents Savings Bank
Massachusetts
$400K +$31.3K +700 +8%
LP
371
LGL Partners
Pennsylvania
$396K +$2.33K +52 +0.6%
OIA
372
Optimum Investment Advisors
Illinois
$396K +$396K +8,856 New
Capital Fund Management (CFM)
373
Capital Fund Management (CFM)
France
$393K +$393K +8,800 New
WA
374
Waverly Advisors
Alabama
$390K +$358 +8 +0.1%
BFG
375
Bouchey Financial Group
New York
$386K +$358 +8 +0.1%
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