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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

687 hedge funds and large institutions have $13.4B invested in iShares Russell Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 228 increasing their positions, 213 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+18
Holders Change %
+2.69%
% of All Funds
15.73%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.08%
New
55
Increased
228
Reduced
213
Closed
31
Calls
$7.01M
Puts
$1.46M
Net Calls
+$5.56M
Net Calls Change
-$14.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$104M
2
Ameriprise
Ameriprise
Minnesota
+$60.5M
3
FFA
Fragasso Financial Advisors
Pennsylvania
+$22.8M
4
SPIA
Steward Partners Investment Advisory
New York
+$21.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$19.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$72.1M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$46.1M
3
SB
Suntrust Banks
Georgia
-$38.7M
4
CS
Credit Suisse
Switzerland
-$21.8M
5
MRC
Millburn Ridgefield Corp
New York
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
401
Lincoln National Corp
Pennsylvania
$534K +$71.7K +1,300 +15%
MOACM
402
Mutual of America Capital Management
New York
$533K -$224K -4,060 -30%
SSW
403
Smith Shellnut Wilson
Mississippi
$528K +$528K +9,580 New
MWM
404
Modera Wealth Management
New Jersey
$523K +$1.99K +36 +0.4%
NSIM
405
North Star Investment Management
Illinois
$516K – – –
ST
406
Smithfield Trust
Pennsylvania
$512K -$2.42K -44 -0.5%
CFD
407
Creative Financial Designs
Indiana
$510K +$5.52K +100 +1%
LFA
408
Legacy Financial Advisors
Kentucky
$503K – – –
WA
409
Waverly Advisors
Alabama
$503K – – –
CL
410
CPWM LLC
Washington
$501K +$221 +4 +0%
MFBTD
411
MB Financial Bank - Trust Department
Illinois
$501K +$53.4K +968 +12%
CCM
412
Colorado Capital Management
Colorado
$497K – – –
GC
413
Garde Capital
Washington
$493K +$370K +28,944 +300%
CCM
414
Covington Capital Management
California
$486K – – –
RW
415
REDW Wealth
New Mexico
$485K – – –
CC
416
Cassaday & Co
Virginia
$480K – – –
CCFCSB
417
Cape Cod Five Cents Savings Bank
Massachusetts
$475K – – –
LFG
418
LifePlan Financial Group
Ohio
$474K +$221 +4 +0%
SWA
419
SFMG Wealth Advisors
Texas
$473K +$473K +36,928 New
NFC
420
Northeast Financial Consultants
Connecticut
$472K – – –
LP
421
LGL Partners
Pennsylvania
$469K +$1.98K +36 +0.4%
KCM
422
Kanawha Capital Management
Virginia
$465K – – –
Capital Fund Management (CFM)
423
Capital Fund Management (CFM)
France
$463K +$463K +8,400 New
MIM
424
Macroview Investment Management
Maryland
$462K +$187K +3,392 +68%
OSNBOA
425
Old Second National Bank of Aurora
Illinois
$460K – – –
15 16
17
18 19