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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 %
HCM
401
HM Capital Management
Missouri
$531K – – –
KA
402
Klingman & Associates
New York
$531K – – –
CG
403
Caprock Group
Idaho
$530K +$2.8K +52 +0.5%
ZF
404
Zhang Financial
Michigan
$528K +$426 +8 +0.1%
CIA
405
Choate Investment Advisors
Massachusetts
$528K – – –
WPA
406
West Paces Advisors
Georgia
$527K – – –
FTUS
407
Flow Traders U.S.
New York
$516K +$516K +9,912 New
SCA
408
Sage Capital Advisors
South Dakota
$502K +$5K +96 +1%
RC
409
Roundview Capital
New Jersey
$498K – – –
VC
410
Vicus Capital
Pennsylvania
$497K -$80.7K -1,552 -14%
MWM
411
Modera Wealth Management
New Jersey
$497K +$1.88K +36 +0.4%
SWPG
412
Strategic Wealth Partners Group
Illinois
$496K -$170K -3,276 -26%
ST
413
Smithfield Trust
Pennsylvania
$493K -$624 -12 -0.1%
CCG
414
Cypress Capital Group
Florida
$491K -$5.2K -100 -1%
NSIM
415
North Star Investment Management
Illinois
$487K – – –
CFD
416
Creative Financial Designs
Indiana
$475K +$624 +12 +0.1%
LFA
417
Legacy Financial Advisors
Kentucky
$475K +$475K +9,136 New
WAG
418
Winthrop Advisory Group
Massachusetts
$474K +$474K +8,948 New
WA
419
Waverly Advisors
Alabama
$472K +$10.6K +204 +2%
CCM
420
Colorado Capital Management
Colorado
$470K – – –
LP
421
LGL Partners
Pennsylvania
$468K +$2.08K +40 +0.4%
Thrivent Financial for Lutherans
422
Thrivent Financial for Lutherans
Minnesota
$467K – – –
CCM
423
Covington Capital Management
California
$459K -$286K -5,500 -38%
RW
424
REDW Wealth
New Mexico
$457K – – –
CC
425
Cassaday & Co
Virginia
$453K +$159K +12,256 +54%
15 16
17
18 19