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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

763 hedge funds and large institutions have $15.3B invested in iShares Russell Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
16.76%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
1.21%
New
47
Increased
260
Reduced
244
Closed
37
Calls
$8M
Puts
$3.12M
Net Calls
+$4.87M
Net Calls Change
+$1.62M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.21B
2
US Bancorp
US Bancorp
Minnesota
$493M
3
Bank of America
Bank of America
North Carolina
$2.77B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$318M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$449M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$51.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.45M
3
SV
Starboard Value
New York
$62.7M
4
MMA
Miracle Mile Advisors
California
$30.4M
5
Franklin Resources
Franklin Resources
California
$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
476
Philadelphia Trust Company
Pennsylvania
$502K -$79.7K -1,424 -14%
Thrivent Financial for Lutherans
477
Thrivent Financial for Lutherans
Minnesota
$501K – – –
FG
478
Fiduciary Group
Georgia
$500K +$298K +5,328 +148%
SFG
479
StrategIQ Financial Group
Indiana
$493K – – –
HCA
480
Harbour Capital Advisors
Virginia
$492K -$50.3K -900 -9%
SC
481
Schoolcraft Capital
Colorado
$492K +$492K +8,793 New
CFD
482
Creative Financial Designs
Indiana
$490K -$2.61K -48 -0.5%
CG
483
Caprock Group
Idaho
$489K -$10.7K -192 -2%
MYIA
484
Mount Yale Investment Advisors
Colorado
$486K – – –
FAM
485
Flaharty Asset Management
Florida
$486K – – –
LP
486
LGL Partners
Pennsylvania
$486K +$1.79K +32 +0.4%
CL
487
CIM LLC
New York
$480K -$1.4K -25 -0.3%
LFG
488
LifePlan Financial Group
Ohio
$480K +$69.2K +1,238 +17%
NFG
489
Next Financial Group
Texas
$478K -$74.1K -1,326 -13%
RW
490
REDW Wealth
New Mexico
$476K – – –
ACA
491
Aptus Capital Advisors
Alabama
$476K – – –
RIS
492
Retirement Income Solutions
Michigan
$474K -$71.6K -1,280 -13%
MGIA
493
Moneta Group Investment Advisors
Missouri
$456K +$130K +2,315 +40%
MPW
494
MA Private Wealth
California
$454K -$95.2K -1,703 -17%
NFC
495
Northeast Financial Consultants
Connecticut
$451K – – –
MCM
496
Maple Capital Management
Vermont
$448K – – –
TNB
497
Thomasville National Bank
Georgia
$448K +$1.01K +18 +0.2%
DC
498
Davenport & Co
Virginia
$448K +$3.35K +60 +0.8%
CCM
499
Covington Capital Management
California
$448K +$5.6K +100 +1%
SWM
500
Segment Wealth Management
Texas
$448K +$96.4K +1,721 +27%
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