IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

763 hedge funds and large institutions have $15.3B invested in iShares Russell Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 244 reducing their positions, and 37 closing their positions.

Holders
763
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
16.76%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
1.21%
New
47
Increased
260
Reduced
244
Closed
37
Calls
$8M
Puts
$3.12M
Net Calls
+$4.87M
Net Calls Change
+$1.62M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.21B
2
US Bancorp
2
US Bancorp
Minnesota
$493M
3
Bank of America
3
Bank of America
North Carolina
$2.77B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$318M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$449M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.45M
2
SV
2
Starboard Value
New York
$62.7M
3
MMA
3
Miracle Mile Advisors
California
$30.4M
4
Franklin Resources
4
Franklin Resources
California
$6.75M
5
TFA
5
Transamerica Financial Advisors
Florida
$441K
Name Market Value Shares Shares
Change 		Shares
Change %
SJIM
226
St. Johns Investment Management
Florida
$2.33M 41,676 -1,460 -3%
EIG
227
Ellenbecker Investment Group
Wisconsin
$2.31M 41,338 -15,497 -27%
UBS AM
228
UBS AM
Illinois
$2.3M 41,151 -854 -2%
BTS
229
BB&T Securities
Virginia
$2.3M 41,057 -1,481 -3%
AMG
230
Asset Management Group
Connecticut
$2.25M 40,251 -273 -0.7%
A
231
AdvicePeriod
California
$2.25M 40,204 -10,824 -21%
PBO
232
Peoples Bank (Ohio)
Ohio
$2.24M 40,105 -1,145 -3%
FFS
233
Founders Financial Securities
Maryland
$2.24M 40,062 +1,636 +4%
MCWS
234
McKinley Carter Wealth Services
West Virginia
$2.2M 39,268 -2,796 -7%
HCM
235
HMS Capital Management
Tennessee
$2.19M 39,216 – –
FMWA
236
Forvis Mazars Wealth Advisors
Missouri
$2.14M 38,305 -19,853 -34%
SC
237
SouthState Corp
Florida
$2.12M 37,886 -12,895 -25%
CA
238
Continuum Advisory
Idaho
$2.09M 37,954 -455 -1%
SNT
239
Security National Trust
West Virginia
$2.09M 37,353 -175 -0.5%
NL
240
NVWM LLC
Pennsylvania
$2.05M 36,570 -1,394 -4%
FANJ
241
Financial Architects (New Jersey)
New Jersey
$2.05M 36,556 -400 -1%
GHAM
242
Gilman Hill Asset Management
Connecticut
$2.04M 36,432 +240 +0.7%
PFA
243
Pathway Financial Advisors
Vermont
$2.02M 35,200 – –
Natixis Advisors
244
Natixis Advisors
Massachusetts
$2.01M 35,885 +150 +0.4%
MBT
245
Montecito Bank & Trust
California
$1.98M 35,394 -2,262 -6%
FAG
246
Financial Advisory Group
Texas
$1.98M 35,328 – –
ECM
247
Elgethun Capital Management
South Dakota
$1.98M 35,396 – –
FCFC
248
First Commonwealth Financial Corp
Pennsylvania
$1.97M 35,132 -480 -1%
DWM
249
Dakota Wealth Management
Florida
$1.96M 35,028 +4,862 +16%
TAIM
250
TD Ameritrade Investment Management
Nebraska
$1.95M 34,869 +5,107 +17%
8 9
10
11 12