IWR icon

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
$1.25B
2
Bank of America
Bank of America
North Carolina
$1.14B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$98.9M
4
FFA
Fragasso Financial Advisors
Pennsylvania
$26.5M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$150M

Top Sellers

1
TCT
TIAA CREF Trust
Missouri
$295M
2
MIH
Madison Investment Holdings
Wisconsin
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.41B
4
UBS Group
UBS Group
Switzerland
$279M
5
AssetMark Inc
AssetMark Inc
California
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
376
Colorado Capital Management
Colorado
$385K +$114K +2,540 +42%
PTC
377
Philadelphia Trust Company
Pennsylvania
$385K +$385K +8,620 New
FWM
378
Frontier Wealth Management
Missouri
$384K +$3.94K +88 +1%
MCM
379
Maple Capital Management
Vermont
$383K – – –
PGIM
380
Pacific Global Investment Management
California
$380K – – –
MCM
381
Maryland Capital Management
Maryland
$374K -$1.79K -40 -0.5%
OSNBOA
382
Old Second National Bank of Aurora
Illinois
$373K – – –
WCM
383
Windsor Capital Management
Arizona
$371K -$4.29K -96 -1%
AWM
384
Altavista Wealth Management
North Carolina
$358K – – –
FFBTD
385
First Financial Bank - Trust Division
Ohio
$356K -$4.46K -100 -1%
AOWM
386
Alpha Omega Wealth Management
Virginia
$353K +$81.1K +1,816 +30%
Neuberger Berman Group
387
Neuberger Berman Group
New York
$341K -$53.9K -1,204 -14%
UBWV
388
United Bank (West Virginia)
West Virginia
$340K -$19.7K -440 -5%
CIBC World Market
389
CIBC World Market
Ontario, Canada
$340K – – –
IWM
390
IHT Wealth Management
Illinois
$340K +$340K +7,540 New
DW
391
Domani Wealth
Pennsylvania
$339K -$295K -6,600 -47%
SMC
392
Smith, Moore & Co
Missouri
$338K – – –
CCG
393
Cypress Capital Group
Florida
$328K -$17.9K -400 -5%
FAT
394
First American Trust
California
$327K -$13.2K -296 -4%
PO
395
Private Ocean
California
$327K +$2.86K +64 +0.9%
FFW
396
Fusion Family Wealth
New York
$326K +$326K +7,196 New
AIM
397
Aspen Investment Management
Michigan
$321K +$45.3K +1,012 +16%
AC
398
Alexandria Capital
Virginia
$319K – – –
BB
399
Busey Bank
Illinois
$314K -$14.7K -328 -4%
Manulife (Manufacturers Life Insurance)
400
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$314K +$143K +3,192 +83%
14 15
16
17 18