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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

495 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 167 increasing their positions, 178 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
13.23%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.91%
New
30
Increased
167
Reduced
178
Closed
18
Calls
$11.1M
Puts
$5.45M
Net Calls
+$5.69M
Net Calls Change
+$6.94M

Top Buyers

1
HNB
Huntington National Bank
Ohio
$90.3M
2
Wells Fargo
Wells Fargo
California
$1.15B
3
AssetMark Inc
AssetMark Inc
California
$57.5M
4
CCA
Catalyst Capital Advisors
New York
$30.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$63.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$808K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$22.4M
3
CS
Credit Suisse
Switzerland
$0
4
DT
Diversified Trust
Tennessee
$383K
5
TCT
TIAA CREF Trust
Missouri
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRF
151
B. Riley Financial
California
$2.63M -$27.9K -640 -1%
MCWS
152
McKinley Carter Wealth Services
West Virginia
$2.61M -$17.3K -396 -0.7%
WIC
153
Whitegate Investment Counselors
New Hampshire
$2.57M +$7.32K +168 +0.3%
FNT
154
First National Trust
Pennsylvania
$2.57M +$109K +2,504 +4%
Franklin Resources
155
Franklin Resources
California
$2.57M -$55.1K -1,264 -2%
Brown Advisory
156
Brown Advisory
Maryland
$2.56M +$511K +11,724 +25%
HCM
157
Hollencrest Capital Management
California
$2.54M -$37.1K -852 -1%
CFG
158
Citizens Financial Group
Rhode Island
$2.53M – – –
EFS
159
Essex Financial Services
Connecticut
$2.5M -$49K -1,124 -2%
SMH
160
Sanders Morris Harris
Texas
$2.46M +$949K +21,776 +63%
FAM
161
Foresters Asset Management
Ontario, Canada
$2.45M -$227K -5,200 -8%
NAM
162
NTV Asset Management
West Virginia
$2.34M – – –
SGCA
163
Steel Grove Capital Advisors
Tennessee
$2.33M – – –
PA
164
Paracle Advisors
Washington
$2.29M -$6.97K -160 -0.3%
FUBT
165
First United Bank & Trust
Maryland
$2.26M +$115K +2,640 +5%
WB
166
Webster Bank
Connecticut
$2.23M +$38.2K +876 +2%
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$2.21M -$70.6K -1,620 -3%
FCBT
168
First Citizens Bank & Trust
North Carolina
$2.2M -$161K -3,704 -7%
RFC
169
Regions Financial Corp
Alabama
$2.19M -$26.2K -600 -1%
WT
170
Whittier Trust
California
$2.18M +$206K +4,732 +10%
ST
171
Sabal Trust
Florida
$2.16M – – –
SBH
172
Segall Bryant & Hamill
Illinois
$2.15M +$55.4K +1,272 +3%
MC
173
Middleton & Co
Massachusetts
$2.14M +$8.72K +200 +0.4%
FEG
174
Fund Evaluation Group
Ohio
$2.13M -$702K -16,112 -25%
GIM
175
Goelzer Investment Management
Indiana
$2.12M -$7.5K -172 -0.4%
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