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 %
KTC
701
Kistler-Tiffany Companies
Pennsylvania
$49K – – –
WCM
702
WealthBridge Capital Management
Ohio
$48K – – –
PGA
703
Premia Global Advisors
Florida
$48K +$48K +905 New
KL
704
KWMG LLC
Kansas
$46K – – –
GSWM
705
Golden State Wealth Management
California
$45K +$45K +825 New
PAI
706
Pittenger & Anderson Inc
Nebraska
$42K – – –
CIAS
707
Capital Investment Advisory Services
North Carolina
$40K -$15.9K -292 -28%
CMO
708
Covenant Multifamily Offices
Texas
$40K +$40K +748 New
Barclays
709
Barclays
United Kingdom
$38K -$163K -3,000 -81%
SMFS
710
Squar Milner Financial Services
California
$38K – – –
HCA
711
Horan Capital Advisors
Ohio
$38K +$38K +700 New
TFS
712
TrustCore Financial Services
Tennessee
$38K +$38K +700 New
RTC
713
Riverview Trust Company
Washington
$32K – – –
BBNA
714
Bremer Bank National Association
Minnesota
$32K +$32K +564 New
CB
715
Community Bank
New York
$31K – – –
FWM
716
Focused Wealth Management
New York
$28K – – –
NSB
717
Norway Savings Bank
Maine
$28K – – –
AA
718
AlphaMark Advisors
Kentucky
$27K – – –
PFBT
719
Parkside Financial Bank & Trust
Missouri
$27K – – –
POIA
720
Pin Oak Investment Advisors
Texas
$27K – – –
BCA
721
Bray Capital Advisors
Florida
$26K – – –
PCFFS
722
Pacific Center for Financial Services
California
$24K – – –
SIAP
723
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K -$29.7K -540 -57%
IWP
724
Icon Wealth Partners
Texas
$22K +$22K +400 New
ZB
725
Zions Bancorporation
Utah
$21K +$21K +388 New
27 28
29
30 31