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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 %
Manulife (Manufacturers Life Insurance)
426
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167K -$6.44K -148 -4%
BAM
427
Barrett Asset Management
New York
$161K -$7.31K -168 -4%
First Manhattan
428
First Manhattan
New York
$160K – – –
MI
429
Markston International
New York
$157K – – –
TIM
430
Tortoise Investment Management
New York
$152K – – –
BCP
431
Blue Chip Partners
Michigan
$150K +$1.04K +24 +0.7%
SHJ
432
Sharkey, Howes & Javer
Colorado
$137K – – –
PCTC
433
Perkins Coie Trust Company
Washington
$134K -$13.9K -320 -9%
BCI
434
Brinker Capital Investments
Pennsylvania
$131K -$36.5K -836 -22%
LWA
435
Lenox Wealth Advisors
New York
$124K – – –
OFS
436
Orrstown Financial Services
Pennsylvania
$116K -$18.1K -416 -14%
SIC
437
Salem Investment Counselors
North Carolina
$110K +$2.73K +6,268 +3%
SAM
438
Solaris Asset Management
New York
$105K – – –
LWM
439
LBA Wealth Management
Florida
$102K – – –
AIP
440
Ameritas Investment Partners
Nebraska
$102K +$102K +2,352 New
DSN
441
D. Scott Neal
Kentucky
$100K – – –
JIC
442
Joel Isaacson & Co
New York
$95K – – –
CFA
443
CT Financial Advisors
Pennsylvania
$94.7K +$698 +16 +0.7%
FNBSF
444
First National Bank Sioux Falls
South Dakota
$91K – – –
HI
445
Hudock Inc
Pennsylvania
$90K – – –
IWM
446
Integrated Wealth Management
California
$89K -$28.2K -644 -24%
RFA
447
Reilly Financial Advisors
California
$84K +$175 +4 +0.2%
CAL
448
Capital Advisors Ltd
Ohio
$83K – – –
IF
449
Ironwood Financial
Arizona
$82K – – –
VIA
450
Vantage Investment Advisors
Pennsylvania
$77K -$26.5K -612 -26%
16 17
18
19 20