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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 %
FNBTCON
376
First National Bank & Trust Co of Newtown
Pennsylvania
$285K – – –
WI
377
Wedgewood Investors
Pennsylvania
$284K -$22K -504 -7%
AB
378
Atlas Brown
Kentucky
$282K -$10.1K -232 -3%
BW
379
Bison Wealth
Georgia
$281K -$1.05K -24 -0.4%
LDB
380
Lee, Danner & Bass
Tennessee
$279K -$8.21K -188 -3%
EWA
381
EP Wealth Advisors
California
$278K -$90.8K -2,084 -25%
WAM
382
Wealthspire Advisors (Maryland)
Maryland
$278K +$37.5K +860 +16%
NFG
383
Nations Financial Group
Iowa
$273K -$4.53K -104 -2%
MCA
384
Mercer Capital Advisers
New Jersey
$273K – – –
WJA
385
Williams Jones & Associates
New York
$271K – – –
ATC
386
Argent Trust Co
Tennessee
$271K – – –
AIM
387
Aspen Investment Management
Michigan
$269K +$52.5K +1,204 +24%
SCM
388
Sterling Capital Management
North Carolina
$267K -$494K -11,324 -65%
CCM
389
Colorado Capital Management
Colorado
$265K – – –
AOWM
390
Alpha Omega Wealth Management
Virginia
$265K – – –
BRWA
391
B. Riley Wealth Advisors
Florida
$263K +$35.2K +808 +15%
BA
392
BKS Advisors
Michigan
$260K – – –
BC
393
Bartlett & Co
Ohio
$255K -$26.2K -600 -9%
TSS
394
Two Sigma Securities
New York
$255K +$255K +5,852 New
CBB
395
Citizens Business Bank
California
$254K -$85.5K -1,964 -25%
DBT
396
Dubuque Bank & Trust
Iowa
$252K – – –
SFI
397
SPC Financial Inc
Maryland
$251K – – –
PMG
398
ProVise Management Group
Florida
$251K +$5.76K +132 +2%
LFG
399
LifePlan Financial Group
Ohio
$251K +$14.6K +336 +6%
MGIA
400
Moneta Group Investment Advisors
Missouri
$250K +$250K +5,748 New
14 15
16
17 18