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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

830 hedge funds and large institutions have $15.2B invested in iShares Russell Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 239 increasing their positions, 340 reducing their positions, and 56 closing their positions.

Holders
830
Holders Change
+22
Holders Change %
+2.72%
% of All Funds
17.06%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.07%
New
82
Increased
239
Reduced
340
Closed
56
Calls
$25.6M
Puts
$1.15M
Net Calls
+$24.4M
Net Calls Change
+$23.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$403M
2
US Bancorp
2
US Bancorp
Minnesota
$599M
3
Franklin Resources
3
Franklin Resources
California
$54.4M
4
Northern Trust
4
Northern Trust
Illinois
$432M
5
Stifel Financial
5
Stifel Financial
Missouri
$51M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$60.1M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$57.9M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$473M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$947M
5
MRC
5
Millburn Ridgefield Corp
New York
$63.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
226
Ropes Wealth Advisors
Massachusetts
$2.54M 47,406 -5,788 -11%
I
227
IberiaBank
Louisiana
$2.5M 46,613 -3,858 -8%
QCG
228
Quadrant Capital Group
Ohio
$2.42M 45,101 -7,511 -14%
EH
229
Equitable Holdings
New York
$2.41M 44,958 +11,168 +33%
PJB
230
Paul John Balson
California
$2.26M 42,171 -1,000 -2%
EWM
231
Evercore Wealth Management
New York
$2.24M 41,854 -3,120 -7%
CNC
232
Citizens & Northern Corp
Pennsylvania
$2.23M 41,666 +41,666 New
PGFC
233
Peapack-Gladstone Financial Corp
New Jersey
$2.23M 41,567 -1,173 -3%
SWP
234
Stratos Wealth Partners
Ohio
$2.23M 41,503 -5,266 -11%
FTUS
235
Flow Traders U.S.
New York
$2.22M 41,444 +41,444 New
FT
236
Fiduciary Trust
Massachusetts
$2.21M 41,249 +5,529 +15%
WB
237
WesBanco Bank
West Virginia
$2.19M 40,870 +9,470 +30%
WB
238
Webster Bank
Connecticut
$2.19M 40,803 -12,080 -23%
AMG
239
Asset Management Group
Connecticut
$2.18M 40,701 +381 +0.9%
IC
240
Intersect Capital
California
$2.18M 40,663 -11,434 -22%
Brown Advisory
241
Brown Advisory
Maryland
$2.17M 40,531 -10,382 -20%
GWM
242
Geneos Wealth Management
Colorado
$2.16M 41,573 +168 +0.4%
PBO
243
Peoples Bank (Ohio)
Ohio
$2.12M 39,606 +78 +0.2%
EIG
244
Ellenbecker Investment Group
Wisconsin
$2.12M 39,520 +508 +1%
GHAM
245
Gilman Hill Asset Management
Connecticut
$2.1M 39,107 +10 +0%
CL
246
Choreo LLC
Illinois
$2.09M 38,965 -377 -1%
AL
247
Aspiriant LLC
California
$2.07M 38,607 -5,020 -12%
HCMT
248
Highland Capital Management (Tennessee)
Tennessee
$2.05M 38,219 -4,177 -10%
Renaissance Technologies
249
Renaissance Technologies
New York
$2.02M 37,600 +32,800 +683%
SNT
250
Security National Trust
West Virginia
$2M 37,353 – –
8 9
10
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