IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

654 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 191 increasing their positions, 221 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+83
Holders Change %
+14.54%
% of All Funds
14.85%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
1.02%
New
113
Increased
191
Reduced
221
Closed
22
Calls
$9.57M
Puts
$999K
Net Calls
+$8.58M
Net Calls Change
-$63K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$197M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$31.5M
3
RJA
Raymond James & Associates
Florida
+$12.4M
4
Jane Street
Jane Street
New York
+$11.9M
5
N
Natixis
France
+$10.4M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$86.6M
2
V
Veritable
Delaware
-$29.8M
3
HFS
HL Financial Services
Kentucky
-$26.2M
4
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
-$19.2M
5
MSA
Mason Street Advisors
Wisconsin
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
351
Fiduciary Trust
Massachusetts
$730K – – –
BFO
352
Boston Family Office
Massachusetts
$723K – – –
MPI
353
Mairs & Power Inc
Minnesota
$715K -$36.4K -700 -5%
BFO
354
Biltmore Family Office
North Carolina
$711K +$711K +13,660 New
CL
355
CIM LLC
New York
$708K -$9.79K -188 -1%
WP
356
WealthSource Partners
California
$707K -$289K -5,556 -29%
OIA
357
Optimum Investment Advisors
Illinois
$705K -$10.2K -196 -1%
BKA
358
Brick & Kyle Associates
Pennsylvania
$701K -$1.04K -20 -0.1%
Fisher Asset Management
359
Fisher Asset Management
Washington
$697K +$697K +13,400 New
IC
360
Iconiq Capital
California
$687K – – –
VCM
361
Vivaldi Capital Management
Illinois
$672K +$87.1K +1,676 +15%
TSW
362
Thompson Siegel & Walmsley
Virginia
$668K – – –
DWT
363
Dorsey & Whitney Trust
South Dakota
$668K – – –
CPIG
364
Chicago Partners Investment Group
Illinois
$661K +$5.62K +108 +0.9%
FWCM
365
Ferguson Wellman Capital Management
Oregon
$660K -$124K -2,380 -16%
LW
366
Linscomb Wealth
Texas
$655K -$3.54K -68 -0.5%
FWP
367
FAS Wealth Partners
Kansas
$654K +$5.21K +100 +0.8%
WWM
368
Windsor Wealth Management
Indiana
$653K +$653K +12,556 New
MA
369
MCF Advisors
Kentucky
$649K -$208 -4 -0%
FHB
370
First Hawaiian Bank
Hawaii
$644K +$9.15K +176 +1%
UBV
371
United Bank (Virginia)
Virginia
$640K +$640K +12,300 New
PMG
372
ProVise Management Group
Florida
$639K – – –
MHS
373
M Holdings Securities
Oregon
$637K -$131K -2,512 -17%
LNC
374
Lincoln National Corp
Pennsylvania
$635K +$318K +6,112 +100%
Wolverine Trading
375
Wolverine Trading
Illinois
$630K -$299K -5,752 -32%
13 14
15
16 17