IWR icon

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 %
ASN
451
Advisory Services Network
Georgia
$873K +$51.1K +745 +6%
KM
452
Kalos Management
Georgia
$871K -$163K -2,238 -16%
SW
453
SVB Wealth
Massachusetts
$871K – – –
TF
454
Tompkins Financial
New York
$869K – – –
VRM
455
Vectors Research Management
New York
$869K – – –
HC
456
HNP Capital
New York
$869K – – –
EFSCE
457
Enterprise Financial Services Corp (EFSC)
Missouri
$862K -$125K -1,818 -13%
CA
458
Continuum Advisory
Idaho
$859K -$229K -3,335 -21%
MC
459
Mathes Company
New York
$836K – – –
IWAG
460
Integer Wealth Advisors Group
Georgia
$831K -$79.9K -1,148 -9%
LA
461
Lynch & Associates
Indiana
$831K -$70.3K -1,025 -8%
BBHC
462
Brown Brothers Harriman & Co
New York
$827K +$123K +1,800 +18%
TVAMP
463
Tennessee Valley Asset Management Partners
Tennessee
$826K +$365K +5,324 +79%
HF
464
HRT Financial
New York
$826K +$826K +12,056 New
FHB
465
First Hawaiian Bank
Hawaii
$824K +$343 +5 +0%
PA
466
Pinnacle Associates
New York
$823K +$2.95K +43 +0.4%
CL
467
CIM LLC
New York
$816K -$9.1K -126 -1%
GL
468
Graypoint LLC
New York
$816K – – –
CC
469
Cassaday & Co
Virginia
$812K – – –
ECG
470
EPIQ Capital Group
California
$807K +$2.74K +40 +0.3%
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$806K – – –
HIA
472
Harbor Investment Advisory
Maryland
$804K – – –
PIA
473
Perennial Investment Advisors
California
$801K +$22K +321 +3%
FMTC
474
Farmers & Merchants Trust Company
California
$796K – – –
CCFM
475
Clear Creek Financial Management
Washington
$776K -$6.87M -100,268 -90%
17 18
19
20 21