IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

942 hedge funds and large institutions have $19.5B invested in iShares Russell Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 288 increasing their positions, 296 reducing their positions, and 33 closing their positions.

Holders
942
Holders Change
+108
Holders Change %
+12.95%
% of All Funds
16.71%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.14%
New
152
Increased
288
Reduced
296
Closed
33
Calls
$23.4M
Puts
$13.7M
Net Calls
+$9.72M
Net Calls Change
-$13.2M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$446M
2
US Bancorp
2
US Bancorp
Minnesota
$984M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
Bank of America
4
Bank of America
North Carolina
$3.61B
5
Northern Trust
5
Northern Trust
Illinois
$567M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$480M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
AAS
3
Avantax Advisory Services
Texas
$74.1M
4
UBS Group
4
UBS Group
Switzerland
$417M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
PJB
251
Paul John Balson
California
$2.73M +$227K +3,304 +9%
AMG
252
Asset Management Group
Connecticut
$2.73M +$9.32K +136 +0.3%
CWA
253
Clarus Wealth Advisors
Arizona
$2.73M -$241K -3,406 -8%
GHAM
254
Gilman Hill Asset Management
Connecticut
$2.67M – – –
SWP
255
Stratos Wealth Partners
Ohio
$2.66M +$14.1K +206 +0.5%
EWM
256
Evercore Wealth Management
New York
$2.66M +$63.1K +920 +2%
CL
257
Choreo LLC
Illinois
$2.66M +$411 +6 +0%
AL
258
Aspiriant LLC
California
$2.64M +$51.3K +748 +2%
FHC
259
First Horizon Corporation
Tennessee
$2.63M -$655K -9,550 -20%
WB
260
Webster Bank
Connecticut
$2.63M -$13.7K -200 -0.5%
SNT
261
Security National Trust
West Virginia
$2.56M – – –
QCG
262
Quadrant Capital Group
Ohio
$2.55M -$544K -7,934 -18%
DTC
263
Davidson Trust Company
Washington
$2.5M – – –
BWM
264
BT Wealth Management
Georgia
$2.48M -$46.7K -682 -2%
SPC
265
Sigma Planning Corp
Michigan
$2.45M +$34.5K +504 +1%
SC
266
SouthState Corp
Florida
$2.45M +$204K +2,978 +9%
ECM
267
Elgethun Capital Management
South Dakota
$2.44M +$8.3K +121 +0.3%
DY
268
Dowling & Yahnke
California
$2.43M -$40K -584 -2%
FAG
269
Financial Advisory Group
Texas
$2.42M – – –
EIG
270
Ellenbecker Investment Group
Wisconsin
$2.4M -$168K -2,455 -7%
GT
271
Glenmede Trust
Pennsylvania
$2.38M -$523K -7,638 -18%
OCM
272
One Capital Management
California
$2.36M -$44.2K -645 -2%
CTA
273
Chesley Taft & Associates
Illinois
$2.34M – – –
FANJ
274
Financial Architects (New Jersey)
New Jersey
$2.32M -$2.88K -42 -0.1%
ZIM
275
Zacks Investment Management
Illinois
$2.31M +$2.31M +33,647 New
9 10
11
12 13