IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

672 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 233 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+18
Holders Change %
+2.75%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
55
Increased
223
Reduced
233
Closed
33
Calls
$21.7M
Puts
$3.18M
Net Calls
+$18.5M
Net Calls Change
+$9.91M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$49M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$38M
4
HFS
HL Financial Services
Kentucky
+$27.1M
5
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
+$20M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$86.1M
2
Wells Fargo
Wells Fargo
California
-$64.3M
3
SB
Suntrust Banks
Georgia
-$23.3M
4
GLI
Guardian Life Insurance
New York
-$17.2M
5
KeyBank National Association
KeyBank National Association
Ohio
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
476
Alexandria Capital
Virginia
$339K – – –
WI
477
Wedgewood Investors
Pennsylvania
$336K – – –
SFS
478
Sowell Financial Services
Arkansas
$335K -$3.7K -72 -1%
MOACM
479
Mutual of America Capital Management
New York
$335K +$8.25K +160 +3%
BFC
480
Bedel Financial Consulting
Indiana
$333K – – –
NIM
481
Northeast Investment Management
Massachusetts
$328K – – –
RIS
482
Retirement Income Solutions
Michigan
$325K – – –
BSB
483
Bangor Savings Bank
Maine
$325K +$325K +6,296 New
MCA
484
Mercer Capital Advisers
New Jersey
$323K – – –
WJA
485
Williams Jones & Associates
New York
$321K – – –
SMC
486
Smith, Moore & Co
Missouri
$319K – – –
AOWM
487
Alpha Omega Wealth Management
Virginia
$318K -$9.51K -184 -3%
BW
488
Bison Wealth
Georgia
$317K -$2.48K -48 -0.8%
EWA
489
EP Wealth Advisors
California
$314K -$26K -504 -8%
BWM
490
BerganKDV Wealth Management
Minnesota
$314K -$6.6K -128 -2%
FLPIM
491
F.L. Putnam Investment Management
Massachusetts
$311K – – –
VDI
492
Vaughan David Investments
Illinois
$310K – – –
CL
493
CPWM LLC
Washington
$308K -$2.75M -53,212 -90%
JWA
494
JFS Wealth Advisors
Pennsylvania
$300K – – –
ECM
495
ETrade Capital Management
Virginia
$299K -$36.1K -700 -11%
IIC
496
Integrated Investment Consultants
Michigan
$299K +$299K +5,788 New
SWM
497
Segment Wealth Management
Texas
$295K -$491K -9,508 -62%
PFS
498
Prospera Financial Services
Texas
$295K +$7.21K +140 +3%
WAM
499
Wealthspire Advisors (Maryland)
Maryland
$295K +$103K +1,988 +53%
SWM
500
Sequoia Wealth Management
Illinois
$290K – – –
18 19
20
21 22