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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

564 hedge funds and large institutions have $10.8B invested in iShares Russell Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 197 increasing their positions, 193 reducing their positions, and 26 closing their positions.

Holders
564
Holders Change
+18
Holders Change %
+3.3%
% of All Funds
14.06%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.17%
New
48
Increased
197
Reduced
193
Closed
26
Calls
$8.98M
Puts
$2.17M
Net Calls
+$6.81M
Net Calls Change
+$3.18M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.46B
2
Ameriprise
2
Ameriprise
Minnesota
$240M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.52B
4
AFG
4
Albion Financial Group
Utah
$35.1M
5
MMA
5
Miracle Mile Advisors
California
$33.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1K
2
DC
2
Deere & Company
Illinois
$6.63M
3
FC
3
Fairpointe Capital
Illinois
$0
4
Jane Street
4
Jane Street
New York
$0
5
KeyBank National Association
5
KeyBank National Association
Ohio
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
126
Cerity Partners
New York
$4.79M 25,578 +25,578 New
CA
127
Cetera Advisors
Colorado
$4.76M 25,444 -2,499 -9%
RhumbLine Advisers
128
RhumbLine Advisers
Massachusetts
$4.75M 25,363 +1,559 +7%
PBO
129
Peoples Bank (Ohio)
Ohio
$4.58M 24,468 -267 -1%
RWP
130
RWA Wealth Partners
Massachusetts
$4.55M 24,302 +24,302 New
TLIC
131
Thai Life Insurance Company
Thailand
$4.49M 24,000 -26,500 -52%
HS
132
Huntington Steele
Pennsylvania
$4.47M 23,865 -634 -3%
AL
133
Aspiriant LLC
California
$4.35M 23,263 -558 -2%
WSFS
134
Wilmington Savings Fund Society
Delaware
$4.32M 23,066 -1,439 -6%
BPB
135
Badgley, Phelps & Bell
Washington
$4.25M 22,695 – –
MAM
136
Marquette Asset Management
Minnesota
$4.2M 22,444 -12 -0.1%
IH
137
IFC Holdings
Florida
$4.14M 22,108 +588 +3%
ICOA
138
Investment Centers of America
North Dakota
$4.12M 22,047 +897 +4%
HSBC Holdings
139
HSBC Holdings
United Kingdom
$4.1M 21,918 +372 +2%
AIM
140
Acropolis Investment Management
Missouri
$4.02M 21,462 -154 -0.7%
FNBT
141
FineMark National Bank & Trust
Florida
$3.91M 20,882 -585 -3%
HI
142
Horizon Investments
North Carolina
$3.91M 20,870 +2,108 +11%
UCFA
143
United Capital Financial Advisors
Texas
$3.85M 20,554 -1,597 -7%
MC
144
Martin & Co
Tennessee
$3.67M 19,585 -125 -0.6%
MAS
145
Madden Advisory Services
Florida
$3.61M 19,305 -4,580 -19%
RWA
146
Ropes Wealth Advisors
Massachusetts
$3.55M 18,947 -478 -2%
William Blair & Company
147
William Blair & Company
Illinois
$3.53M 18,788 +627 +3%
CM
148
Churchill Management
California
$3.45M 18,419 +3,351 +22%
BP
149
Ballentine Partners
Massachusetts
$3.44M 18,394 – –
LFAS
150
Level Four Advisory Services
Texas
$3.42M 18,458 -3 -0%
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6
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