IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,141 hedge funds and large institutions have $22.9B invested in iShares Russell Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 411 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
17.99%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
1.01%
New
80
Increased
340
Reduced
411
Closed
45
Calls
$16.1M
Puts
$1.68M
Net Calls
+$14.4M
Net Calls Change
+$4.63M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$1.45B
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
DWM
Dakota Wealth Management
Florida
$30.3M
4
MMA
Miracle Mile Advisors
California
$59M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.4B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.62B
2
Baird Financial Group
Baird Financial Group
Wisconsin
$437M
3
FMI
Factory Mutual Insurance
Massachusetts
$84.8M
4
Ameriprise
Ameriprise
Minnesota
$245M
5
HNB
Huntington National Bank
Ohio
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
226
Sunburst Financial Group
Alabama
$4.74M -$19.1K -261 -0.4%
ACB
227
Aristotle Capital Boston
Massachusetts
$4.66M -$2.7M -36,980 -37%
NFG
228
Nadler Financial Group
Illinois
$4.61M +$145K +1,985 +3%
BP
229
Ballentine Partners
Massachusetts
$4.6M -$73 -1 -0%
IBOK
230
Independence Bank of Kentucky
Kentucky
$4.6M +$498K +6,816 +12%
BIM
231
Bridges Investment Management
Nebraska
$4.59M -$2.7K -37 -0.1%
GT
232
Greenleaf Trust
Michigan
$4.57M -$133K -1,827 -3%
MWM
233
Modera Wealth Management
New Jersey
$4.56M +$3.81M +52,124 +503%
UCFA
234
United Capital Financial Advisors
Texas
$4.55M +$715K +9,790 +19%
AIM
235
Acropolis Investment Management
Missouri
$4.5M +$15.5K +212 +0.3%
BCM
236
BTC Capital Management
Iowa
$4.49M – – –
TFCP
237
Twin Focus Capital Partners
Massachusetts
$4.48M -$519K -7,107 -10%
WB
238
WesBanco Bank
West Virginia
$4.45M +$346K +4,739 +8%
CWP
239
CFM Wealth Partners
Texas
$4.41M -$46.7K -639 -1%
PFP
240
Pinnacle Financial Partners
Tennessee
$4.3M +$86.6K +1,186 +2%
TCM
241
Triumph Capital Management
Colorado
$4.29M -$390K -5,340 -8%
Natixis Advisors
242
Natixis Advisors
Massachusetts
$4.25M +$97K +1,328 +2%
EFS
243
Essex Financial Services
Connecticut
$4.17M +$280K +3,837 +7%
CGPCS
244
Capital Group Private Client Services
California
$4.14M +$2.4M +32,894 +138%
NAM
245
NTV Asset Management
West Virginia
$4.11M +$29.9K +410 +0.7%
HSA
246
HBK Sorce Advisory
Pennsylvania
$4.1M +$473K +6,480 +13%
NEPWA
247
New England Private Wealth Advisors
Massachusetts
$4.03M +$20.7K +284 +0.5%
SAM
248
Silvercrest Asset Management
New York
$4.02M +$95.6K +1,309 +2%
MCM
249
MV Capital Management
Maryland
$4M +$40.8K +558 +1%
Vanguard Group
250
Vanguard Group
Pennsylvania
$3.93M +$8.03K +110 +0.2%
8 9
10
11 12