IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

687 hedge funds and large institutions have $13.4B invested in iShares Russell Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 228 increasing their positions, 213 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+18
Holders Change %
+2.69%
% of All Funds
15.73%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.08%
New
55
Increased
228
Reduced
213
Closed
31
Calls
$7.01M
Puts
$1.46M
Net Calls
+$5.56M
Net Calls Change
-$14.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
Ameriprise
Ameriprise
Minnesota
$1.05B
3
FFA
Fragasso Financial Advisors
Pennsylvania
$31.1M
4
SPIA
Steward Partners Investment Advisory
New York
$22.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$353M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$64M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
SB
Suntrust Banks
Georgia
$114M
4
CS
Credit Suisse
Switzerland
$309K
5
MRC
Millburn Ridgefield Corp
New York
$81.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
201
Choreo LLC
Illinois
$2.71M -$30.6K -552 -1%
GT
202
Glenmede Trust
Pennsylvania
$2.7M +$2.7M +48,964 New
SSB
203
Sandy Spring Bank
Maryland
$2.7M -$23.6K -428 -0.9%
SIC
204
Sigma Investment Counselors
Michigan
$2.68M -$66.4K -1,204 -2%
SWA
205
Sutton Wealth Advisors
Florida
$2.66M +$97.2K +1,764 +4%
CCA
206
Conservest Capital Advisors
Pennsylvania
$2.63M -$9.26K -168 -0.4%
NEPWA
207
New England Private Wealth Advisors
Massachusetts
$2.57M +$10.6K +192 +0.4%
SEI Investments
208
SEI Investments
Pennsylvania
$2.57M -$4.57M -82,908 -64%
APA
209
American Portfolios Advisors
New York
$2.55M +$248K +4,500 +11%
NFG
210
Nadler Financial Group
Illinois
$2.55M -$30.9K -560 -1%
S
211
SignatureFD
Georgia
$2.51M +$784K +14,228 +45%
CFG
212
Citizens Financial Group
Rhode Island
$2.47M – – –
SJIM
213
St. Johns Investment Management
Florida
$2.43M -$175K -3,172 -7%
RJT
214
Raymond James Trust
Florida
$2.38M -$23.6K -428 -1%
LIC
215
Lodestar Investment Counsel
Illinois
$2.37M +$187K +3,400 +9%
BTS
216
BB&T Securities
Virginia
$2.35M -$170K -3,080 -7%
SPC
217
Sigma Planning Corp
Michigan
$2.34M -$65.9K -1,196 -3%
CA
218
Continuum Advisory
Idaho
$2.33M -$25.9K -472 -1%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$2.33M +$6.39K +116 +0.3%
EBIM
220
Eagle Boston Investment Management
Massachusetts
$2.32M +$285K +5,168 +14%
SB
221
Simmons Bank
Arkansas
$2.29M -$28.2K -512 -1%
ASN
222
Advisory Services Network
Georgia
$2.29M +$571K +10,352 +33%
ATC
223
Argent Trust Co
Tennessee
$2.29M +$1.54K +28 +0.1%
FC
224
FCA Corp
Texas
$2.25M +$445K +8,076 +25%
NAM
225
NTV Asset Management
West Virginia
$2.25M -$44.1K -800 -2%
7 8
9
10 11