IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

756 hedge funds and large institutions have $13.5B invested in iShares Russell Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 237 increasing their positions, 282 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+11
Holders Change %
+1.48%
% of All Funds
16.39%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.02%
New
71
Increased
237
Reduced
282
Closed
53
Calls
$1.72M
Puts
$1.94M
Net Calls
-$217K
Net Calls Change
-$3K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$144M
2
SV
Starboard Value
New York
$68.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$391M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$45.9M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$283M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.53B
2
Wells Fargo
Wells Fargo
California
$1.52B
3
HNB
Huntington National Bank
Ohio
$58.5M
4
PFG
Pacific Financial Group
Washington
$397K
5
RJA
Raymond James & Associates
Florida
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
676
Sargent Bickham Lagudis
Colorado
$95K +$108 +2 +0.1%
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$92.1K -$39.3K -728 -30%
SFSIG
678
San Francisco Sentry Investment Group
California
$90K – – –
SFSG
679
Stearns Financial Services Group
North Carolina
$89K +$72.8K +1,350 +450%
CAL
680
Capital Advisors Ltd
Ohio
$88K -$9.96K -185 -10%
WC
681
Whitnell & Co
Illinois
$88K – – –
CDIA
682
Capital Directions Investment Advisors
Georgia
$85K – – –
HWA
683
Heritage Wealth Advisors
Virginia
$84.2K – – –
FPFS
684
First Personal Financial Services
North Carolina
$81K – – –
EI
685
Ellevest Inc
New York
$79K – – –
WC
686
Westwind Capital
New Mexico
$78K – – –
WF
687
WealthTrust Fairport
Ohio
$77K -$57.3K -1,061 -43%
FA
688
Fortis Advisors
Pennsylvania
$72K -$40.8K -754 -36%
AIA
689
Arcadia Investment Advisors
Idaho
$66.9K – – –
KPW
690
Kore Private Wealth
New York
$65K – – –
BMM
691
Buffington Mohr McNeal
Idaho
$65K +$65K +1,213 New
AWM
692
Aevitas Wealth Management
Massachusetts
$64K – – –
GRP
693
Global Retirement Partners
California
$63K -$22.5K -420 -26%
CHP
694
Cable Hill Partners
Oregon
$63K – – –
HI
695
Hudock Inc
Pennsylvania
$61K +$2.58K +48 +4%
ACM
696
AUA Capital Management
Pennsylvania
$60K – – –
GEA
697
Glen Eagle Advisors
New Jersey
$57.6K – – –
RWG
698
Regal Wealth Group
California
$57K +$163 +3 +0.3%
MSA
699
Marino Stram & Associates
Massachusetts
$57K +$57K +1,054 New
CAC
700
Certified Advisory Corp
Florida
$51K +$108 +2 +0.2%
26 27
28
29 30