IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,243 hedge funds and large institutions have $25.6B invested in iShares Russell Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 403 increasing their positions, 386 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.22%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.94%
New
171
Increased
403
Reduced
386
Closed
48
Calls
$14.6M
Puts
$567K
Net Calls
+$14.1M
Net Calls Change
+$3.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$571M
2
Bank of America
Bank of America
North Carolina
+$163M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$134M
4
Ameriprise
Ameriprise
Minnesota
+$91.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$54M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$41.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$39M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$38.7M
4
Wells Fargo
Wells Fargo
California
-$36.8M
5
CA
Cetera Advisors
Colorado
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
326
Elgethun Capital Management
South Dakota
$2.76M +$2.25K +29 +0.1%
FAG
327
Financial Advisory Group
Texas
$2.75M – – –
PGFC
328
Peapack-Gladstone Financial Corp
New Jersey
$2.74M -$445K -5,729 -14%
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$2.74M -$4.43K -57 -0.2%
AFC
330
AFT Forsyth & Company
Florida
$2.73M +$211K +2,717 +8%
FC
331
FCA Corp
Texas
$2.73M +$22.2K +286 +0.8%
CD
332
Chapin Davis
Maryland
$2.69M +$29.4K +378 +1%
TCOT
333
Trust Company of Toledo
Ohio
$2.64M +$1.25M +16,038 +90%
GIA
334
Gladstone Institutional Advisory
Florida
$2.64M +$48.7K +627 +2%
JWCA
335
J.W. Cole Advisors
Florida
$2.6M +$107K +1,375 +4%
IDBONY
336
Israel Discount Bank of New York
New York
$2.58M -$92.5K -1,190 -3%
TC
337
Telemus Capital
Michigan
$2.56M – – –
CC
338
Courier Capital
New York
$2.55M – – –
HSBC Holdings
339
HSBC Holdings
United Kingdom
$2.53M -$1.2M -15,410 -32%
SC
340
SouthState Corp
Florida
$2.47M -$21.4K -275 -0.9%
WA
341
Waverly Advisors
Alabama
$2.46M -$44.9K -578 -2%
TA
342
TFB Advisors
Kansas
$2.46M +$2.46M +31,677 New
ACA
343
Anchor Capital Advisors
Massachusetts
$2.46M +$10.9K +140 +0.4%
BIG
344
Builder Investment Group
Georgia
$2.45M -$24K -309 -1%
CFG
345
Citizens Financial Group
Rhode Island
$2.44M -$177K -2,273 -7%
FUBT
346
First United Bank & Trust
Maryland
$2.44M +$2.72K +35 +0.1%
DP
347
Denver PWM
Colorado
$2.41M -$178K -2,339 -7%
AIM
348
Allen Investment Management
New York
$2.41M – – –
PWM
349
Perigon Wealth Management
California
$2.4M +$88.5K +1,138 +4%
CCM
350
Condor Capital Management
New Jersey
$2.4M +$2.4M +30,815 New
12 13
14
15 16