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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.53B
2
Wells Fargo
2
Wells Fargo
California
$1.52B
3
HNB
3
Huntington National Bank
Ohio
$58.5M
4
PFG
4
Pacific Financial Group
Washington
$397K
5
RJA
5
Raymond James & Associates
Florida
$60.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CANC
101
Culbertson A N & Co
Virginia
$9.96M 184,522 -5,812 -3%
CI
102
CX Institutional
Indiana
$9.89M 183,223 +81,015 +79%
BA
103
Bristlecone Advisors
Washington
$9.72M 180,219 -39 -0%
WTC
104
WhitTier Trust Company
Nevada
$9.52M 176,383 +2,582 +1%
SDWMA
105
Schneider Downs Wealth Management Advisors
Pennsylvania
$9.28M 171,916 -10,356 -6%
CM
106
Churchill Management
California
$9.18M 170,178 +5,418 +3%
BWFA
107
Baltimore-Washington Financial Advisors
Maryland
$9.16M 169,733 +2,212 +1%
FA
108
FDx Advisors
Illinois
$9.06M 167,841 -17,556 -9%
PA
109
Paracle Advisors
Washington
$8.63M 159,978 -215 -0.1%
SIC
110
Sigma Investment Counselors
Michigan
$8.5M 157,554 +20 +0%
AW
111
Alpha Windward
Massachusetts
$8.31M 154,064 +5,407 +4%
FFA
112
Fragasso Financial Advisors
Pennsylvania
$8.26M 153,010 -449,149 -75%
BRWM
113
B. Riley Wealth Management
Tennessee
$8.08M 149,815 +4,530 +3%
CS
114
Comerica Securities
Michigan
$7.97M 147,767 -1,396 -0.9%
FNBT
115
FineMark National Bank & Trust
Florida
$7.82M 144,863 -8,818 -6%
SEI Investments
116
SEI Investments
Pennsylvania
$7.75M 143,703 +38,435 +37%
CIG
117
Consolidated Investment Group
Colorado
$7.72M 143,160 -37,000 -21%
CWM
118
Confluence Wealth Management
Oregon
$7.62M 141,229 +3,459 +3%
FC
119
Fulcrum Capital
Washington
$7.54M 139,795 -593 -0.4%
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$7.31M 135,409 -11,997 -8%
Fiera Capital (Canada)
121
Fiera Capital (Canada)
Quebec, Canada
$7.29M 135,097 +528 +0.4%
MCM
122
Manchester Capital Management
Vermont
$7.22M 133,837 +130,132 +3,512%
Brown Advisory
123
Brown Advisory
Maryland
$7.18M 133,172 +11,886 +10%
FB
124
Fulton Bank
Pennsylvania
$6.93M 128,365 -2,609 -2%
FNFDCM
125
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.77M 125,533 -610 -0.5%
3 4
5
6 7