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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 %
MWM
426
Meridian Wealth Management
Kentucky
$458K -$37.9K -688 -8%
Thrivent Financial for Lutherans
427
Thrivent Financial for Lutherans
Minnesota
$458K -$2.65K -48 -0.6%
KJWM
428
Kiley Juergens Wealth Management
Washington
$458K +$53.5K +972 +13%
ZF
429
Zhang Financial
Michigan
$456K -$89.6K -1,628 -16%
BFEC
430
Benjamin F. Edwards & Company
Missouri
$456K – – –
HCM
431
HM Capital Management
Missouri
$454K – – –
WAG
432
Winthrop Advisory Group
Massachusetts
$451K -$17.9K -324 -4%
LDB
433
Lee, Danner & Bass
Tennessee
$449K – – –
RWM
434
RKL Wealth Management
Pennsylvania
$445K +$2.88K +52 +0.7%
GA
435
GFS Advisors
Texas
$445K +$143K +2,600 +47%
PTC
436
Philadelphia Trust Company
Pennsylvania
$443K – – –
SMC
437
Smith, Moore & Co
Missouri
$443K – – –
CCT
438
Country Club Trust
Missouri
$441K -$662K -12,000 -60%
MCM
439
Maple Capital Management
Vermont
$441K – – –
MCM
440
Maryland Capital Management
Maryland
$441K – – –
TNB
441
Thomasville National Bank
Georgia
$439K +$12.1K +220 +3%
IWM
442
IHT Wealth Management
Illinois
$435K -$35.9K -652 -8%
ZCA
443
Zeke Capital Advisors
Pennsylvania
$435K – – –
Bank of Nova Scotia
444
Bank of Nova Scotia
Ontario, Canada
$435K – – –
LWAC
445
Laurel Wealth Advisors (California)
California
$435K +$187K +3,400 +76%
EGA
446
E&G Advisors
Texas
$435K +$435K +7,900 New
BTW
447
Boston Trust Walden
Massachusetts
$434K +$6.61K +120 +2%
FFBTD
448
First Financial Bank - Trust Division
Ohio
$430K – – –
PC
449
Pecaut & Co
Iowa
$428K – – –
CG
450
Caprock Group
Idaho
$427K +$887 +16 +0.2%
16 17
18
19 20