IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

687 hedge funds and large institutions have $13.4B invested in iShares Russell Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 228 increasing their positions, 213 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+18
Holders Change %
+2.69%
% of All Funds
15.73%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.08%
New
55
Increased
228
Reduced
213
Closed
31
Calls
$7.01M
Puts
$1.46M
Net Calls
+$5.56M
Net Calls Change
-$14.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$104M
2
Ameriprise
Ameriprise
Minnesota
+$60.5M
3
FFA
Fragasso Financial Advisors
Pennsylvania
+$22.8M
4
SPIA
Steward Partners Investment Advisory
New York
+$21.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$19.1M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$72.1M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$46.1M
3
SB
Suntrust Banks
Georgia
-$38.7M
4
CS
Credit Suisse
Switzerland
-$21.8M
5
MRC
Millburn Ridgefield Corp
New York
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
576
Accredited Investors
Minnesota
$209K +$209K +3,792 New
TNBTD
577
Trustmark National Bank Trust Department
Mississippi
$208K -$19.2K -348 -8%
CBT
578
Central Bank & Trust
Kentucky
$207K +$25K +452 +14%
FIM
579
Fernwood Investment Management
Massachusetts
$206K +$206K +3,732 New
AI
580
Atria Investments
North Carolina
$204K -$23.1K -420 -10%
CPA
581
Capital Planning Advisors
California
$204K +$204K +3,696 New
First Manhattan
582
First Manhattan
New York
$203K – – –
PL
583
Plancorp LLC
Missouri
$203K +$203K +3,688 New
CGL
584
Clarius Group LLC
Washington
$202K +$202K +3,672 New
CIC
585
Carnegie Investment Counsel
Ohio
$202K +$202K +15,760 New
MI
586
Markston International
New York
$198K – – –
BA
587
Ballew Advisors
Mississippi
$198K +$24K +1,948 +14%
TIM
588
Tortoise Investment Management
New York
$187K -$2.2K -40 -1%
1IA
589
1834 Investment Advisors
Wisconsin
$172K -$1.1K -20 -0.6%
GP
590
Girard Partners
Pennsylvania
$163K +$163K +2,968 New
SHJ
591
Sharkey, Howes & Javer
Colorado
$162K – – –
FDCDDQ
592
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159K – – –
ARMC
593
American Research & Management Company
Massachusetts
$158K – – –
LWA
594
Lenox Wealth Advisors
New York
$156K – – –
Carson Wealth (CWM LLC)
595
Carson Wealth (CWM LLC)
Nebraska
$155K +$95.3K +1,732 +160%
WF
596
WealthTrust Fairport
Ohio
$154K +$56.3K +1,020 +58%
AF
597
Allworth Financial
California
$154K +$61.2K +1,108 +66%
OFS
598
Orrstown Financial Services
Pennsylvania
$149K -$34.4K -624 -19%
WCM
599
Whitener Capital Management
North Carolina
$141K +$141K +2,564 New
PGWM
600
Parisi Gray Wealth Management
New Jersey
$137K – – –
22 23
24
25 26