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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 %
BEAM
401
Baker Ellis Asset Management
Washington
$240K – – –
VNA
402
Valley National Advisers
Pennsylvania
$239K -$310K -7,100 -56%
BG
403
Bollard Group
Massachusetts
$237K +$148K +3,392 +167%
MOACM
404
Mutual of America Capital Management
New York
$235K -$295K -6,788 -56%
Thrivent Financial for Lutherans
405
Thrivent Financial for Lutherans
Minnesota
$235K -$7.79K -180 -3%
RWA
406
RGT Wealth Advisors
Texas
$234K +$234K +5,388 New
ST
407
Sageworth Trust
Pennsylvania
$233K – – –
SCA
408
Snowden Capital Advisors
New York
$233K +$7.67K +176 +3%
JWA
409
JFS Wealth Advisors
Pennsylvania
$231K -$6.98K -160 -3%
NIM
410
Northeast Investment Management
Massachusetts
$230K -$9.95K -228 -4%
BBHC
411
Brown Brothers Harriman & Co
New York
$230K +$90.8K +2,088 +65%
BFEC
412
Benjamin F. Edwards & Company
Missouri
$228K – – –
GW
413
GW & Wade
Massachusetts
$227K – – –
FLPIM
414
F.L. Putnam Investment Management
Massachusetts
$223K +$223K +5,116 New
BWP
415
Baldwin Wealth Partners
Massachusetts
$219K – – –
CC
416
Cassaday & Co
Virginia
$213K +$85.4K +7,856 +67%
EAMA
417
EFG Asset Management (Americas)
Florida
$211K -$28.3K -684 -12%
GJIC
418
Gamble Jones Investment Counsel
California
$203K +$203K +4,668 New
BHB
419
Bank Hapoalim BM
Israel
$192K -$57.6K -1,320 -23%
MFBTD
420
MB Financial Bank - Trust Department
Illinois
$192K – – –
WOC
421
West Oak Capital
California
$192K +$34.9K +800 +22%
M
422
MOTCO
Texas
$186K – – –
TCOV
423
Trust Company of Vermont
Vermont
$175K +$70K +1,604 +67%
CG
424
Cutler Group
California
$174K -$244K -5,600 -58%
ZB
425
Zions Bancorporation
Utah
$170K -$67.2K -1,532 -28%
15 16
17
18 19