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.

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
1
Bank of America
North Carolina
$2.29B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$236M
3
Wells Fargo
3
Wells Fargo
California
$1.37B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$129M
5
V
5
Veritable
Delaware
$106M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$483K
2
FFA
2
Fragasso Financial Advisors
Pennsylvania
$28M
3
HNB
3
Huntington National Bank
Ohio
$58.8M
4
Ameriprise
4
Ameriprise
Minnesota
$270M
5
Goldman Sachs
5
Goldman Sachs
New York
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
51
Pegasus Partners
Wisconsin
$29.1M +$18.7M +402,650 +179%
FFA
52
Fragasso Financial Advisors
Pennsylvania
$28M -$85.2M -1,833,641 -75%
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$26.7M -$131K -2,818 -0.5%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$26.4M +$6.57M +141,296 +33%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$25.1M +$4.48M +96,476 +22%
GAB
56
German American Bancorp
Indiana
$25.1M +$245K +5,267 +1%
HFS
57
HL Financial Services
Kentucky
$24.8M +$68K +1,462 +0.3%
BF
58
BOK Financial
Oklahoma
$23.6M -$1.03M -22,166 -4%
Principal Financial Group
59
Principal Financial Group
Iowa
$22.9M +$21.7M +466,359 +1,736%
CBB
60
Citizens Business Bank
California
$21.7M +$563K +12,123 +3%
BlackRock
61
BlackRock
New York
$21.1M +$2.9M +62,326 +16%
MML Investors Services
62
MML Investors Services
Massachusetts
$21.1M +$2.55M +54,812 +14%
RTS
63
Round Table Services
New Jersey
$20.7M +$4.58M +98,610 +28%
Mariner
64
Mariner
Kansas
$20M +$3.84M +82,676 +24%
HighTower Advisors
65
HighTower Advisors
Illinois
$20M +$231K +4,961 +1%
CAN
66
Cetera Advisor Networks
California
$19.8M +$279 +6 +0%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$19.7M +$5.21M +112,016 +36%
SPIA
68
Steward Partners Investment Advisory
New York
$19.1M +$406K +8,728 +2%
AF
69
Alerus Financial
North Dakota
$18.7M +$3.98M +85,581 +27%
SIMM
70
Stillwater Investment Management (Minnesota)
Minnesota
$18.3M +$322K +6,935 +2%
GT
71
Glenview Trust
Kentucky
$18.3M +$388K +8,350 +2%
Comerica Bank
72
Comerica Bank
Texas
$15M +$3.09M +61,162 +26%
Franklin Resources
73
Franklin Resources
California
$14.9M +$5.5M +118,281 +58%
AA
74
Ancora Advisors
Ohio
$14.5M +$13M +280,617 +910%
SYBT
75
Stock Yards Bank & Trust
Kentucky
$14.4M +$3.64M +78,298 +34%
1 2
3
4 5