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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 %
MLFP
426
MPS Loria Financial Planners
Illinois
$450K -$48.2K -928 -10%
IWM
427
IHT Wealth Management
Illinois
$450K +$42.2K +792 +10%
BPCE
428
Bank Pictet & Cie (Europe)
Germany
$449K -$48.7K -936 -10%
CCFCSB
429
Cape Cod Five Cents Savings Bank
Massachusetts
$448K – – –
RWM
430
RKL Wealth Management
Pennsylvania
$446K -$433K -8,284 -49%
MCM
431
Maple Capital Management
Vermont
$446K – – –
BBHC
432
Brown Brothers Harriman & Co
New York
$445K – – –
FCI
433
Financial Counselors Inc
Kansas
$441K -$100K -1,928 -19%
KCM
434
Kanawha Capital Management
Virginia
$439K -$28.1K -540 -6%
PAM
435
Palisade Asset Management
Minnesota
$438K +$438K +8,424 New
OSNBOA
436
Old Second National Bank of Aurora
Illinois
$435K – – –
LDB
437
Lee, Danner & Bass
Tennessee
$434K – – –
MWM
438
Meridian Wealth Management
Kentucky
$434K +$146K +2,844 +51%
BFEC
439
Benjamin F. Edwards & Company
Missouri
$430K -$282K -5,420 -40%
MC
440
Martin & Co
Tennessee
$424K -$987K -18,940 -70%
WCM
441
Windsor Capital Management
Arizona
$422K -$3.12K -60 -0.7%
SSWM
442
Smith Salley Wealth Management
North Carolina
$422K +$422K +8,116 New
BSW
443
Buckingham Strategic Wealth
Missouri
$421K -$29.7K -572 -7%
NFC
444
Northeast Financial Consultants
Connecticut
$419K +$419K +8,056 New
PTC
445
Philadelphia Trust Company
Pennsylvania
$418K – – –
MCM
446
Maryland Capital Management
Maryland
$416K -$9.37K -180 -2%
UWPG
447
Ullmann Wealth Partners Group
Florida
$412K -$314K -6,036 -43%
ZCA
448
Zeke Capital Advisors
Pennsylvania
$411K -$174K -3,340 -30%
LFG
449
LifePlan Financial Group
Ohio
$408K – – –
FAT
450
First American Trust
California
$405K -$3.12K -60 -0.8%
16 17
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