IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

745 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 267 increasing their positions, 204 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+58
Holders Change %
+8.44%
% of All Funds
16.63%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.03%
New
120
Increased
267
Reduced
204
Closed
55
Calls
$953K
Puts
$1.17M
Net Calls
-$214K
Net Calls Change
-$5.77M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$227M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140M
3
Wells Fargo
Wells Fargo
California
+$103M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$90.2M
5
V
Veritable
Delaware
+$48.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$134M
2
FFA
Fragasso Financial Advisors
Pennsylvania
-$85.2M
3
HNB
Huntington National Bank
Ohio
-$64M
4
Ameriprise
Ameriprise
Minnesota
-$32.2M
5
Goldman Sachs
Goldman Sachs
New York
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
651
Ledyard National Bank
$97K – – –
FA
652
Fortis Advisors
Pennsylvania
$97K +$977 +21 +1%
EWA
653
ERTS Wealth Advisors
Michigan
$94K +$94K +2,024 New
CAL
654
Capital Advisors Ltd
Ohio
$85K – – –
RFA
655
Reilly Financial Advisors
California
$83K -$8.41K -180 -9%
FMTCOCP
656
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83K – – –
SBL
657
Sargent Bickham Lagudis
Colorado
$82K -$15.7K -337 -16%
EWM
658
Endurance Wealth Management
Rhode Island
$81K -$3.88K -84 -5%
PC
659
Premise Capital
Illinois
$80K +$80K +594 New
RBC
660
Roble Belko & Company
Pennsylvania
$79K +$79K +1,697 New
CFA
661
Clarfeld Financial Advisors
New York
$78K +$78K +1,669 New
SFSIG
662
San Francisco Sentry Investment Group
California
$77K – – –
WC
663
Whitnell & Co
Illinois
$76K +$76K +1,637 New
ESB
664
Essex Savings Bank
Connecticut
$75K +$75K +1,620 New
GRP
665
Global Retirement Partners
California
$74K +$19.8K +428 +37%
CDIA
666
Capital Directions Investment Advisors
Georgia
$73K – – –
HWA
667
Heritage Wealth Advisors
Virginia
$72K +$72K +1,560 New
FPFS
668
First Personal Financial Services
North Carolina
$70K – – –
EI
669
Ellevest Inc
New York
$68K +$68K +1,468 New
WC
670
Westwind Capital
New Mexico
$67K – – –
DWM
671
Doyle Wealth Management
Florida
$66K +$66K +1,430 New
Chevy Chase Trust
672
Chevy Chase Trust
Maryland
$65K +$65K +1,396 New
AIA
673
Arcadia Investment Advisors
Idaho
$57.6K – – –
AWM
674
Aevitas Wealth Management
Massachusetts
$56K – – –
KPW
675
Kore Private Wealth
New York
$56K +$56K +1,200 New
25 26
27
28 29