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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

760 hedge funds and large institutions have $14.7B invested in iShares Russell Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 255 increasing their positions, 260 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
16.53%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.02%
New
51
Increased
255
Reduced
260
Closed
39
Calls
$4.64M
Puts
$1.38M
Net Calls
+$3.26M
Net Calls Change
+$3.47M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.95B
2
Bank of America
Bank of America
North Carolina
$2.72B
3
US Bancorp
US Bancorp
Minnesota
$410M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$335M
5
ANTB
AMG National Trust Bank
Colorado
$196M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$56.4M
2
RGIA
Rainier Group Investment Advisory
Washington
$24.9M
3
FIM
Foresters Investment Management
New York
$0
4
BlackRock
BlackRock
New York
$19.8M
5
V
Veritable
Delaware
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
476
NewEdge Advisors
Louisiana
$506K -$45.9K -821 -8%
CCM
477
Colorado Capital Management
Colorado
$505K – – –
Thrivent Financial for Lutherans
478
Thrivent Financial for Lutherans
Minnesota
$501K +$2.96K +53 +0.6%
CG
479
Caprock Group
Idaho
$499K +$38.1K +683 +8%
Mercer Global Advisors
480
Mercer Global Advisors
Colorado
$497K +$49.2K +882 +11%
AIC
481
Ameritas Investment Company
Nebraska
$496K -$138K -2,461 -22%
SFG
482
StrategIQ Financial Group
Indiana
$492K +$268K +4,800 +120%
KWM
483
Kingsview Wealth Management
Oregon
$488K +$145K +2,602 +42%
HF
484
HRT Financial
New York
$486K +$486K +8,699 New
FAM
485
Flaharty Asset Management
Florida
$485K – – –
LP
486
LGL Partners
Pennsylvania
$484K +$1.68K +30 +0.3%
CL
487
CIM LLC
New York
$480K +$7.42K +133 +2%
RW
488
REDW Wealth
New Mexico
$475K – – –
ACA
489
Aptus Capital Advisors
Alabama
$475K – – –
DAS
490
Dynamic Advisor Solutions
Arizona
$471K +$252K +4,504 +115%
OSNBOA
491
Old Second National Bank of Aurora
Illinois
$467K – – –
LSA
492
L & S Advisors
California
$465K +$142K +2,538 +44%
MYIA
493
Mount Yale Investment Advisors
Colorado
$463K +$8.97K +164 +2%
TI
494
Truepoint Inc
Ohio
$458K +$26.2K +469 +6%
NFC
495
Northeast Financial Consultants
Connecticut
$450K – – –
KCM
496
Kanawha Capital Management
Virginia
$449K -$11.2K -200 -2%
FAAS
497
First Allied Advisory Services
California
$448K -$14.7K -263 -3%
PIMG
498
Patriot Investment Management Group
Tennessee
$447K -$68K -2,820 -13%
MCM
499
Maple Capital Management
Vermont
$447K – – –
TNB
500
Thomasville National Bank
Georgia
$447K +$1.12K +20 +0.3%
18 19
20
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