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 %
AC
376
Abbrea Capital
California
$1.89M +$15.5K +223 +0.8%
BKA
377
Brick & Kyle Associates
Pennsylvania
$1.87M – – –
HP
378
HT Partners
Connecticut
$1.87M – – –
Bessemer Group
379
Bessemer Group
New Jersey
$1.87M +$325K +4,690 +21%
GW
380
GW & Wade
Massachusetts
$1.86M -$33.7K -487 -2%
EWM
381
Evercore Wealth Management
New York
$1.85M +$29.4K +425 +2%
ZB
382
Zions Bancorporation
Utah
$1.85M – – –
KAH
383
Kathryn A. Hall
$1.84M – – –
SFS
384
Summit Financial Strategies
Ohio
$1.84M +$53.9K +779 +3%
CWM
385
Calamos Wealth Management
Illinois
$1.83M +$24.9K +360 +1%
FMTC
386
Farmers & Merchants Trust Company
California
$1.82M +$1.87K +27 +0.1%
EIG
387
Ellenbecker Investment Group
Wisconsin
$1.82M -$1.11K -16 -0.1%
CPIG
388
Chicago Partners Investment Group
Illinois
$1.82M +$9.73K +147 +0.5%
SFS
389
Sowell Financial Services
Arkansas
$1.82M +$1.82M +26,106 New
RCA
390
Resonant Capital Advisors
Wisconsin
$1.81M – – –
SSWM
391
Smith Salley Wealth Management
North Carolina
$1.8M +$55.7K +805 +3%
GIM
392
Goelzer Investment Management
Indiana
$1.79M -$5.75K -83 -0.3%
FBB
393
Fulton Breakefield Broenniman
Maryland
$1.79M -$7.89K -114 -0.4%
AP
394
Appleton Partners
Massachusetts
$1.79M -$178K -2,566 -9%
BB
395
Busey Bank
Illinois
$1.77M -$169K -2,435 -9%
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$1.77M -$1.19M -17,245 -40%
GBT
397
Grove Bank & Trust
Florida
$1.77M – – –
OIA
398
OneDigital Investment Advisors
Kansas
$1.77M -$665K -9,603 -27%
PBO
399
Peoples Bank (Ohio)
Ohio
$1.76M -$32.3K -466 -2%
FT
400
Fiduciary Trust
Massachusetts
$1.76M -$15.5K -224 -0.9%
14 15
16
17 18