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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

883 hedge funds and large institutions have $16.6B invested in iShares Russell Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 271 increasing their positions, 248 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+120
Holders Change %
+15.73%
% of All Funds
17.44%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.28%
New
160
Increased
271
Reduced
248
Closed
30
Calls
$2.72M
Puts
$1.07M
Net Calls
+$1.65M
Net Calls Change
-$3.22M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$151M
2
Bank of America
Bank of America
North Carolina
+$65.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$60.9M
4
US Bancorp
US Bancorp
Minnesota
+$47.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$29.7M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$65.8M
2
HNB
Huntington National Bank
Ohio
-$51.6M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$50.9M
4
BWM
Baystate Wealth Management
Massachusetts
-$33.9M
5
Wells Fargo
Wells Fargo
California
-$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
526
StrategIQ Financial Group
Indiana
$525K – – –
LP
527
LGL Partners
Pennsylvania
$520K +$2.38K +40 +0.5%
SWM
528
Segment Wealth Management
Texas
$520K +$42.8K +718 +9%
MWM
529
Meridian Wealth Management
Kentucky
$519K -$47.9K -804 -8%
FAM
530
Flaharty Asset Management
Florida
$518K – – –
CL
531
CIM LLC
New York
$513K +$1.43K +24 +0.3%
ACA
532
Aptus Capital Advisors
Alabama
$507K – – –
RW
533
REDW Wealth
New Mexico
$507K – – –
PCA
534
Personal Capital Advisors
California
$502K +$110K +1,845 +28%
HCA
535
Harbour Capital Advisors
Virginia
$495K -$29.8K -500 -6%
RIS
536
Retirement Income Solutions
Michigan
$489K -$16K -268 -3%
SS
537
Sunbelt Securities
Texas
$486K +$486K +8,284 New
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$483K -$151K -2,527 -24%
CG
539
Caprock Group
Idaho
$483K -$38.9K -652 -7%
NFC
540
Northeast Financial Consultants
Connecticut
$481K – – –
KCM
541
Kanawha Capital Management
Virginia
$480K +$5.07K +85 +1%
TNB
542
Thomasville National Bank
Georgia
$477K -$298 -5 -0.1%
MCM
543
Maple Capital Management
Vermont
$477K – – –
CCM
544
Covington Capital Management
California
$477K – – –
MFG
545
Magnus Financial Group
New York
$475K +$6.92K +116 +1%
WAM
546
Wealthspire Advisors (Maryland)
Maryland
$475K +$86.1K +1,445 +22%
PAG
547
Pinnacle Advisory Group
Maryland
$473K +$473K +7,936 New
ZCA
548
Zeke Capital Advisors
Pennsylvania
$471K – – –
SMC
549
Smith, Moore & Co
Missouri
$467K +$60 +1 +0%
OSNBOA
550
Old Second National Bank of Aurora
Illinois
$464K – – –
20 21
22
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