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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

942 hedge funds and large institutions have $19.5B invested in iShares Russell Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 288 increasing their positions, 296 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+108
Holders Change %
+12.95%
% of All Funds
16.71%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.14%
New
152
Increased
288
Reduced
296
Closed
33
Calls
$23.4M
Puts
$13.7M
Net Calls
+$9.72M
Net Calls Change
-$13.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$446M
2
US Bancorp
US Bancorp
Minnesota
$984M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$509M
4
Bank of America
Bank of America
North Carolina
$3.61B
5
Northern Trust
Northern Trust
Illinois
$567M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$480M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24M
3
AAS
Avantax Advisory Services
Texas
$74.1M
4
UBS Group
UBS Group
Switzerland
$417M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
401
EP Wealth Advisors
California
$1.09M +$177K +2,582 +19%
AIA
402
Armor Investment Advisors
North Carolina
$1.09M – – –
MMG
403
Monetary Management Group
Missouri
$1.08M – – –
LCOV
404
London Company of Virginia
Virginia
$1.08M +$1.08M +15,820 New
WFA
405
WestHill Financial Advisors
California
$1.08M +$1.08M +15,763 New
PWM
406
Perigon Wealth Management
California
$1.07M – – –
LC
407
LCNB Corp
Ohio
$1.07M -$1.17K -17 -0.1%
OFG
408
Oxford Financial Group
Indiana
$1.06M – – –
NEGWA
409
New England Guild Wealth Advisors
Connecticut
$1.06M – – –
HT
410
Heritage Trust
Oklahoma
$1.06M +$1.06M +15,417 New
CAM
411
Cresset Asset Management
Illinois
$1.05M -$65.1K -949 -6%
MHS
412
M Holdings Securities
Oregon
$1.04M – – –
NFG
413
Nations Financial Group
Iowa
$1.03M +$130K +1,897 +14%
IA
414
IFG Advisors
Missouri
$1.03M -$7.75K -113 -0.7%
LB
415
Legacy Bridge
Iowa
$1.03M – – –
HWA
416
Heritage Wealth Advisors
Virginia
$1.03M – – –
PIMG
417
Patriot Investment Management Group
Tennessee
$1.02M -$82.1K -1,198 -7%
GT
418
Greenleaf Trust
Michigan
$1.02M +$130K +1,893 +15%
FLPIM
419
F.L. Putnam Investment Management
Massachusetts
$1.01M +$48.7K +710 +5%
HCM
420
HMS Capital Management
Tennessee
$1.01M -$822K -12,000 -45%
AWM
421
Avior Wealth Management
Nebraska
$1.01M – – –
PFG
422
Pacific Financial Group
Washington
$1M -$18.6K -271 -2%
VA
423
Valmark Advisers
Ohio
$998K +$72.2K +1,053 +8%
TNB
424
TCF National Bank
South Dakota
$996K – – –
OWA
425
Outlook Wealth Advisors
Texas
$993K -$28.3K -413 -3%
15 16
17
18 19