IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

672 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 233 reducing their positions, and 33 closing their positions.

Holders
672
Holders Change
+18
Holders Change %
+2.75%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
55
Increased
223
Reduced
233
Closed
33
Calls
$21.7M
Puts
$3.18M
Net Calls
+$18.5M
Net Calls Change
+$9.91M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.1B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$707M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$285M
4
HFS
4
HL Financial Services
Kentucky
$27.1M
5
SIMM
5
Stillwater Investment Management (Minnesota)
Minnesota
$20M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.41B
2
SB
2
Suntrust Banks
Georgia
$164M
3
GLI
3
Guardian Life Insurance
New York
$13.9M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$151M
5
Goldman Sachs
5
Goldman Sachs
New York
$166M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.1B 10,161,797 +237,155 +2%
Wells Fargo
2
Wells Fargo
California
$1.41B 6,818,627 -311,539 -4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.01B 4,888,200 +610 +0%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$707M 3,422,700 +203,368 +6%
TF
5
TIAA FSB
Florida
$347M 1,680,763 +44,056 +3%
UBS Group
6
UBS Group
Switzerland
$339M 1,642,011 -368 -0%
Ameriprise
7
Ameriprise
Minnesota
$313M 1,516,761 +76,843 +5%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$285M 1,379,387 +184,151 +15%
Northern Trust
9
Northern Trust
Illinois
$277M 1,340,376 +41,039 +3%
US Bancorp
10
US Bancorp
Minnesota
$244M 1,180,574 +48,552 +4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$221M 1,070,341 +91,505 +9%
Morgan Stanley
12
Morgan Stanley
New York
$217M 1,050,638 +5,638 +0.5%
Goldman Sachs
13
Goldman Sachs
New York
$166M 804,591 -49,749 -6%
SB
14
Suntrust Banks
Georgia
$164M 794,928 -112,814 -12%
KeyBank National Association
15
KeyBank National Association
Ohio
$151M 729,567 -62,750 -8%
ANTB
16
AMG National Trust Bank
Colorado
$147M 711,471 +19,786 +3%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$141M 684,674 -11,815 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$117M 572,564 +29,093 +5%
MRC
19
Millburn Ridgefield Corp
New York
$104M 503,481 – –
CCA
20
Catalyst Capital Advisors
New York
$104M 503,481 – –
LPL Financial
21
LPL Financial
California
$98.6M 477,573 +9,908 +2%
Truist Financial
22
Truist Financial
North Carolina
$89.5M 433,653 +18,758 +5%
BWM
23
Baystate Wealth Management
Massachusetts
$82.7M 397,524 +10,799 +3%
BUB
24
BBVA USA Bancshares
Texas
$80.5M 389,710 +6,645 +2%
CB
25
Commerce Bank
Missouri
$78.5M 380,451 +1,528 +0.4%
1
2 3 4 5