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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

490 hedge funds and large institutions have $8.4B invested in iShares Russell Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 179 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+14
Holders Change %
+2.94%
% of All Funds
13.09%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.86%
New
40
Increased
145
Reduced
179
Closed
20
Calls
$12.4M
Puts
$13.7M
Net Calls
-$1.25M
Net Calls Change
-$6.68M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$104M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$39.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16.9M
4
CS
4
Credit Suisse
Switzerland
$15M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.3M
2
Citigroup
2
Citigroup
New York
$11.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$992M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
IH
126
IFC Holdings
Florida
$3.74M -$125K -2,956 -3%
HI
127
Horizon Investments
North Carolina
$3.46M +$207K +4,924 +6%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$3.44M +$5.05K +120 +0.1%
HS
129
Horan Securities
United States
$3.4M +$785K +17,984 +30%
RWA
130
Ropes Wealth Advisors
Massachusetts
$3.37M -$514K -12,216 -13%
JWM
131
Jacobus Wealth Management
Wisconsin
$3.32M -$1.15M -27,384 -26%
PFM
132
Phillips Financial Management
Indiana
$3.27M -$18.1K -420 -0.6%
MC
133
Martin & Co
Tennessee
$3.26M -$3.12M -74,220 -49%
William Blair & Company
134
William Blair & Company
Illinois
$3.16M -$171K -4,064 -5%
FNBT
135
FineMark National Bank & Trust
Florida
$3.1M -$203K -4,836 -6%
SI
136
SII Investments
Wisconsin
$3.04M -$145K -3,456 -5%
SIC
137
Sigma Investment Counselors
Michigan
$3M -$238K -5,660 -7%
SAM
138
Silvercrest Asset Management
New York
$3M +$16K +380 +0.5%
BP
139
Ballentine Partners
Massachusetts
$2.98M – – –
CWM
140
Confluence Wealth Management
Oregon
$2.97M +$404K +9,596 +16%
EA
141
Elm Advisors
California
$2.92M -$38.7K -920 -1%
SJIM
142
St. Johns Investment Management
Florida
$2.89M -$144K -3,420 -5%
FEG
143
Fund Evaluation Group
Ohio
$2.73M -$7.2M -171,252 -73%
HWP
144
Hefty Wealth Partners
Indiana
$2.62M +$141K +3,356 +6%
CL
145
Choreo LLC
Illinois
$2.6M -$2.19K -52 -0.1%
FAM
146
Foresters Asset Management
Ontario, Canada
$2.58M +$2.58M +61,456 New
NFG
147
Nadler Financial Group
Illinois
$2.58M -$15.1K -360 -0.6%
BRF
148
B. Riley Financial
California
$2.56M +$155K +3,688 +6%
MCWS
149
McKinley Carter Wealth Services
West Virginia
$2.54M +$162K +3,848 +7%
Franklin Resources
150
Franklin Resources
California
$2.53M +$35.8K +852 +1%
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