IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,138 hedge funds and large institutions have $22B invested in iShares Russell Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 342 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.14%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
80
Increased
340
Reduced
342
Closed
66
Calls
$12.4M
Puts
$1.79M
Net Calls
+$10.6M
Net Calls Change
-$3.81M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$141M
2
US Bancorp
US Bancorp
Minnesota
+$75M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$67.4M
4
CA
Cetera Advisors
Colorado
+$59.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$55.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$262M
2
MRC
Millburn Ridgefield Corp
New York
-$65.3M
3
CCA
Catalyst Capital Advisors
New York
-$65.3M
4
Wells Fargo
Wells Fargo
California
-$57.5M
5
HNB
Huntington National Bank
Ohio
-$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
301
Susquehanna International Group
Pennsylvania
$2.62M +$725K +10,470 +38%
SHWM
302
Smith & Howard Wealth Management
Georgia
$2.55M +$66.9K +966 +3%
PFM
303
Phillips Financial Management
Indiana
$2.55M – – –
HCMT
304
Highland Capital Management (Tennessee)
Tennessee
$2.55M +$41.6K +600 +2%
CCG
305
Cypress Capital Group
Florida
$2.54M -$18.1K -261 -0.7%
CRC
306
Curi RMB Capital
Illinois
$2.54M +$52K +751 +2%
NL
307
NVWM LLC
Pennsylvania
$2.51M +$187K +2,684 +8%
Prudential Financial
308
Prudential Financial
New Jersey
$2.5M +$35.5K +512 +1%
RWA
309
Ropes Wealth Advisors
Massachusetts
$2.49M -$158K -2,281 -6%
MC
310
Middleton & Co
Massachusetts
$2.48M -$125K -1,804 -5%
CFB
311
Cullen/Frost Bankers
Texas
$2.48M -$843K -12,177 -25%
ECM
312
Elgethun Capital Management
South Dakota
$2.45M – – –
SFA
313
Sequoia Financial Advisors
Ohio
$2.45M +$570K +8,233 +30%
FAG
314
Financial Advisory Group
Texas
$2.45M – – –
Renaissance Technologies
315
Renaissance Technologies
New York
$2.45M +$2.45M +35,300 New
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$2.44M -$17.7K -256 -0.7%
FC
317
FCA Corp
Texas
$2.41M +$39.7K +573 +2%
CWAG
318
Compton Wealth Advisory Group
Virginia
$2.4M -$746K -10,779 -24%
IDBONY
319
Israel Discount Bank of New York
New York
$2.38M -$17K -245 -0.7%
CD
320
Chapin Davis
Maryland
$2.37M -$37.8K -546 -2%
CFG
321
Citizens Financial Group
Rhode Island
$2.34M +$334K +4,818 +17%
DP
322
Denver PWM
Colorado
$2.33M -$131K -1,922 -5%
GIA
323
Gladstone Institutional Advisory
Florida
$2.31M +$485 +7 +0%
GFG
324
Goldstone Financial Group
Illinois
$2.29M +$198K +2,860 +9%
TC
325
Telemus Capital
Michigan
$2.28M -$5.68K -82 -0.2%
11 12
13
14 15