IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,118 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 333 increasing their positions, 406 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.89%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1.01%
New
78
Increased
333
Reduced
406
Closed
68
Calls
$11.5M
Puts
$1.78M
Net Calls
+$9.75M
Net Calls Change
+$7.75M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.32B
2
PCIG
Partners Capital Investment Group
Massachusetts
$26.6M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$517M
4
ICMARC
International City Management Association Retirement Corp
District of Columbia
$49.1M
5
PCP
Proficio Capital Partners
Massachusetts
$15.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.01B
2
Wells Fargo
Wells Fargo
California
$2.67B
3
HNB
Huntington National Bank
Ohio
$40.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$560M
5
Morgan Stanley
Morgan Stanley
New York
$473M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
326
Courier Capital
New York
$2.29M – – –
WA
327
Waverly Advisors
Alabama
$2.24M -$1.96K -28 -0.1%
BIG
328
Builder Investment Group
Georgia
$2.23M -$97.9K -1,400 -4%
ACA
329
Anchor Capital Advisors
Massachusetts
$2.2M -$5.59K -80 -0.3%
SPC
330
Sigma Planning Corp
Michigan
$2.19M -$106K -1,517 -5%
JWCA
331
J.W. Cole Advisors
Florida
$2.18M +$6.71K +96 +0.3%
AIM
332
Allen Investment Management
New York
$2.17M – – –
MCWS
333
McKinley Carter Wealth Services
West Virginia
$2.15M -$35.2K -503 -2%
CAM
334
Cozad Asset Management
Illinois
$2.14M -$23.8K -340 -1%
Allspring Global Investments
335
Allspring Global Investments
North Carolina
$2.12M -$117K -1,675 -5%
ECM
336
Evergreen Capital Management
Washington
$2.11M +$377K +5,390 +22%
MGIA
337
Moneta Group Investment Advisors
Missouri
$2.1M +$272K +3,890 +15%
CWA
338
Centennial Wealth Advisory
Michigan
$2.09M +$48.5K +694 +2%
FWP
339
FAS Wealth Partners
Kansas
$2.08M -$72.7K -1,040 -3%
AP
340
Appleton Partners
Massachusetts
$2.08M +$4.27K +61 +0.2%
AFC
341
AFT Forsyth & Company
Florida
$2.08M -$10K -143 -0.5%
PFA
342
Pathway Financial Advisors
Vermont
$2.07M – – –
EK
343
Evensky & Katz
Florida
$2.06M +$6.85K +98 +0.3%
Susquehanna International Group
344
Susquehanna International Group
Pennsylvania
$2.06M +$2.06M +29,435 New
Principal Financial Group
345
Principal Financial Group
Iowa
$2.06M -$11.5M -163,831 -85%
FUBT
346
First United Bank & Trust
Maryland
$2.04M -$25.2K -360 -1%
CFG
347
Citizens Financial Group
Rhode Island
$2.02M -$337K -4,822 -14%
FRA
348
Frank Rimerman Advisors
California
$2.01M +$2.94K +42 +0.1%
SW
349
SVB Wealth
Massachusetts
$2.01M -$203K -2,903 -9%
SFS
350
Summit Financial Strategies
Ohio
$2.01M -$21.4K -306 -1%
12 13
14
15 16