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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 %
FPCP
526
Fort Point Capital Partners
California
$250K +$250K +4,852 New
LFS
527
Lutz Financial Services
Nebraska
$249K +$618 +12 +0.2%
SFA
528
Sequoia Financial Advisors
Ohio
$246K +$18K +348 +8%
IWC
529
Integrated Wealth Concepts
Massachusetts
$245K +$245K +4,852 New
HB
530
Homrich & Berg
Georgia
$244K – – –
FHA
531
Flagship Harbor Advisors
Massachusetts
$239K – – –
BBA
532
BLB&B Advisors
Pennsylvania
$238K – – –
JAFL
533
Jay A. Fishman Ltd
Michigan
$237K – – –
WOC
534
West Oak Capital
California
$237K +$237K +4,600 New
PCIA
535
Prime Capital Investment Advisors
Kansas
$237K -$34.2K -664 -13%
RWA
536
RGT Wealth Advisors
Texas
$237K – – –
HFP
537
Holistic Financial Partners
Indiana
$237K – – –
TNBTD
538
Trustmark National Bank Trust Department
Mississippi
$237K – – –
AWS
539
AJ Wealth Strategies
New York
$235K – – –
LWAC
540
Laurel Wealth Advisors (California)
California
$232K – – –
AWA
541
ARS Wealth Advisors
Florida
$230K +$230K +4,452 New
PWAG
542
Polaris Wealth Advisory Group
California
$225K +$9.08K +176 +4%
WCWM
543
Willow Creek Wealth Management
California
$225K +$225K +4,352 New
GA
544
Geller Advisors
New York
$223K – – –
CIA
545
Capital Investment Advisors
Georgia
$223K +$223K +4,328 New
DC
546
Davenport & Co
Virginia
$222K +$5.16K +100 +2%
LCM
547
Leisure Capital Management
California
$221K – – –
SCA
548
Snowden Capital Advisors
New York
$218K -$29.5K -572 -12%
WDL
549
Well Done LLC
Michigan
$218K – – –
NB
550
Nicolet Bankshares
Wisconsin
$212K +$212K +4,104 New
20 21
22
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