IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

745 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 267 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
745
Holders Change
+58
Holders Change %
+8.44%
% of All Funds
16.63%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.03%
New
120
Increased
267
Reduced
204
Closed
55
Calls
$953K
Puts
$1.17M
Net Calls
-$214K
Net Calls Change
-$5.77M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.29B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$236M
3
Wells Fargo
3
Wells Fargo
California
$1.37B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$129M
5
V
5
Veritable
Delaware
$106M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$483K
2
FFA
2
Fragasso Financial Advisors
Pennsylvania
$28M
3
HNB
3
Huntington National Bank
Ohio
$58.8M
4
Ameriprise
4
Ameriprise
Minnesota
$270M
5
Goldman Sachs
5
Goldman Sachs
New York
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$80.2M +$33.9M +728,470 +73%
CB
27
Commerce Bank
Missouri
$74.1M +$3.36M +72,395 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$73.1M +$13.3M +286,509 +22%
BWM
29
Baystate Wealth Management
Massachusetts
$70.7M +$2.23M +44,179 +3%
BUB
30
BBVA USA Bancshares
Texas
$66.9M -$2.48M -53,280 -4%
SF
31
Synovus Financial
Georgia
$63.5M -$563K -12,124 -0.9%
JFG
32
JMG Financial Group
Illinois
$62.5M -$4.69M -100,998 -7%
M&T Bank
33
M&T Bank
New York
$59.3M -$1.56M -33,472 -3%
HNB
34
Huntington National Bank
Ohio
$58.8M -$64M – –
JIC
35
Johnson Investment Counsel
Ohio
$57.9M +$8.52M +183,356 +17%
CTB
36
Country Trust Bank
Illinois
$48.2M -$1.54M -33,056 -3%
PFG
37
Pacific Financial Group
Washington
$46.3M +$46.3M +996,309 New
CBU
38
CIBC Bank USA
Illinois
$43.6M +$861K +18,529 +2%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$43.3M -$4.74M -102,041 -10%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$42.9M -$4.92M -105,865 -10%
FTIOP
41
Fiduciary Trust International of Pennsylvania
Pennsylvania
$41.9M +$41.9M +898,075 New
WT
42
Washington Trust
Rhode Island
$41.5M -$939K -20,209 -2%
AFG
43
Albion Financial Group
Utah
$38.7M +$653K +14,055 +2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$38.1M +$4.66M +100,321 +14%
MMA
45
Miracle Mile Advisors
California
$36.4M -$1.12M -24,172 -3%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$34.9M -$203K -4,374 -0.6%
RGIA
47
Rainier Group Investment Advisory
Washington
$33.5M -$537K -11,563 -2%
MA
48
MUFG Americas
New York
$31.8M +$683K +14,703 +2%
GC
49
Gilbert & Cook
Iowa
$31.3M +$1.36M +29,241 +5%
SI
50
Stephens Inc
Arkansas
$29.2M -$377K -8,119 -1%
1
2
3 4 5