IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

546 hedge funds and large institutions have $9.74B invested in iShares Russell Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 210 increasing their positions, 141 reducing their positions, and 23 closing their positions.

Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
13.67%
Holding in Top 10
45
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+32.35%
% of All Funds
1.13%
New
80
Increased
210
Reduced
141
Closed
23
Calls
$13.6M
Puts
$10M
Net Calls
+$3.63M
Net Calls Change
-$2.06M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.25B
2
Bank of America
2
Bank of America
North Carolina
$1.14B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$98.9M
4
FFA
4
Fragasso Financial Advisors
Pennsylvania
$26.5M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$150M

Top Sellers

1
TCT
1
TIAA CREF Trust
Missouri
$295M
2
MIH
2
Madison Investment Holdings
Wisconsin
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.41B
4
UBS Group
4
UBS Group
Switzerland
$279M
5
AssetMark Inc
5
AssetMark Inc
California
$53M
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
551
Flow Traders U.S.
New York
– – -30,308 Closed
Pacer Advisors
552
Pacer Advisors
Pennsylvania
– – -26,044 Closed
RIM
553
Regent Investment Management
Kentucky
– – -18,728 Closed
ACM
554
Argentus Capital Management
Texas
– – -7,176 Closed
WP
555
WMS Partners
Maryland
– – -7,000 Closed
CPSAC
556
Chas P. Smith & Associates (CPS)
Florida
– – -6,876 Closed
BRWA
557
B. Riley Wealth Advisors
Florida
– – -6,036 Closed
TSS
558
Two Sigma Securities
New York
– – -5,852 Closed
EAMA
559
EFG Asset Management (Americas)
Florida
– – -5,100 Closed
BHB
560
Bank Hapoalim BM
Israel
– – -4,400 Closed
FNBSF
561
First National Bank Sioux Falls
South Dakota
– – -2,096 Closed
IWM
562
Integrated Wealth Management
California
– – -2,036 Closed
LAM
563
Lebenthal Asset Management
New York
– – -1,076 Closed
ARMC
564
American Research & Management Company
Massachusetts
– – -300 Closed
LWCFA
565
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -96 Closed
Victory Capital Management
566
Victory Capital Management
Texas
– – -92 Closed
CAL
567
Capital Analysts LLC
Pennsylvania
– – -48 Closed
Parallax Volatility Advisers
568
Parallax Volatility Advisers
California
$0 4 – –
Susquehanna International Group
569
Susquehanna International Group
Pennsylvania
– – – –
EARNEST Partners
570
EARNEST Partners
Georgia
$0 24,688 +24,688 New
19 20 21 22
23