IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

834 hedge funds and large institutions have $16.3B invested in iShares Russell Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 222 increasing their positions, 336 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
16.87%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.21%
New
54
Increased
222
Reduced
336
Closed
42
Calls
$25.7M
Puts
$2.75M
Net Calls
+$23M
Net Calls Change
-$1.46M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$708M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$101M
3
AAS
Avantax Advisory Services
Texas
$100M
4
UBS Group
UBS Group
Switzerland
$379M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$386M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.32B
2
HNB
Huntington National Bank
Ohio
$32M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$992M
4
Ameriprise
Ameriprise
Minnesota
$232M
5
Bank of America
Bank of America
North Carolina
$3B
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCP
351
Twin Focus Capital Partners
Massachusetts
$1.12M +$180K +3,143 +19%
SIAS
352
Shine Investment Advisory Services
Colorado
$1.12M -$65.2K -1,137 -6%
RWB
353
RMR Wealth Builders
New Jersey
$1.12M +$994K +17,329 +811%
Lazard Asset Management
354
Lazard Asset Management
New York
$1.12M – – –
SCP
355
Syntal Capital Partners
Texas
$1.09M +$668K +11,648 +158%
PFWA
356
Paces Ferry Wealth Advisors
Georgia
$1.09M +$1.09M +18,989 New
FCI
357
Financial Counselors Inc
Kansas
$1.09M -$102K -1,777 -9%
SIC
358
Samalin Investment Counsel
New York
$1.09M +$26.9K +468 +3%
BTW
359
Boston Trust Walden
Massachusetts
$1.09M -$11.1K -194 -1%
CG
360
Cynosure Group
Utah
$1.07M -$80.5K -1,404 -7%
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M +$3.5K +61 +0.3%
HPWM
362
Highland Private Wealth Management
Washington
$1.06M -$8.04K -140 -0.8%
PRWA
363
Platte River Wealth Advisors
Colorado
$1.06M -$3.44K -60 -0.3%
LBC
364
Lowe Brockenbrough & Co
Virginia
$1.06M +$48.4K +843 +5%
WF
365
Welch & Forbes
Massachusetts
$1.05M +$56.4K +984 +6%
CGA
366
Crescent Grove Advisors
Illinois
$1.05M -$37.5K -654 -3%
PMFA
367
Plante Moran Financial Advisors
Michigan
$1.04M -$39.5K -688 -4%
FMBTD
368
First Midwest Bank Trust Division
Illinois
$1.03M +$96.1K +1,675 +10%
OAM
369
Occidental Asset Management
California
$1M – – –
EW
370
Evoke Wealth
California
$1M – – –
MWP
371
MYCIO Wealth Partners
Pennsylvania
$997K +$268K +4,673 +37%
OLA
372
Oliver Luxxe Assets
New Jersey
$994K +$83K +1,447 +9%
CTC
373
Central Trust Company
Missouri
$982K -$10.6K -184 -1%
MIAN
374
Mariner Independent Advisor Network
Kansas
$978K -$9.81K -171 -1%
FWP
375
FAS Wealth Partners
Kansas
$978K +$6.03K +105 +0.6%
13 14
15
16 17