IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,118 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 333 increasing their positions, 406 reducing their positions, and 68 closing their positions.

Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.9%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1.01%
New
78
Increased
333
Reduced
406
Closed
68
Calls
$11.5M
Puts
$1.78M
Net Calls
+$9.75M
Net Calls Change
+$7.75M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.32B
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.6M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$517M
4
ICMARC
4
International City Management Association Retirement Corp
District of Columbia
$49.1M
5
PCP
5
Proficio Capital Partners
Massachusetts
$15.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.01B
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$560M
4
Morgan Stanley
4
Morgan Stanley
New York
$473M
5
FMI
5
Factory Mutual Insurance
Massachusetts
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$127M 1,811,566 -57,466 -3%
JIC
27
Johnson Investment Counsel
Ohio
$124M 1,768,587 +2,221 +0.1%
MRC
28
Millburn Ridgefield Corp
New York
$116M 1,661,107 +24,411 +1%
CCA
29
Catalyst Capital Advisors
New York
$116M 1,661,107 +24,411 +1%
OC
30
Oakworth Capital
Alabama
$106M 1,515,457 +10,747 +0.7%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$99.9M 1,428,333 -3,791 -0.3%
RJA
32
Raymond James & Associates
Florida
$93.4M 1,336,291 -64,223 -5%
SF
33
Synovus Financial
Georgia
$87.9M 1,257,750 -10,400 -0.8%
AAS
34
Avantax Advisory Services
Texas
$82.1M 1,174,684 -39,825 -3%
FWTB
35
First Western Trust Bank
Colorado
$79.8M 1,141,604 -6,787 -0.6%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$76.7M 1,096,804 +5,210 +0.5%
WT
37
Washington Trust
Rhode Island
$71.3M 1,020,363 -5,686 -0.6%
CTB
38
Country Trust Bank
Illinois
$69M 986,345 -103,780 -10%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$67.6M 966,958 -48,401 -5%
JFG
40
JMG Financial Group
Illinois
$67M 957,959 -8,236 -0.9%
AUB
41
Atlantic Union Bankshares
Virginia
$65.9M 943,206 -5,074 -0.5%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$65.5M 936,274 -31,314 -3%
AFG
43
Albion Financial Group
Utah
$64.4M 921,082 +4,293 +0.5%
TCBWMS
44
Texas Capital Bank Wealth Management Services
Texas
$63.7M 910,748 -27,413 -3%
Franklin Resources
45
Franklin Resources
California
$60.7M 867,830 -19,963 -2%
GC
46
Gilbert & Cook
Iowa
$60M 857,589 +8,739 +1%
PP
47
Pegasus Partners
Wisconsin
$59.3M 848,659 +81,876 +11%
GT
48
Glenview Trust
Kentucky
$59.1M 844,573 +64,457 +8%
Mariner
49
Mariner
Kansas
$56.1M 802,336 +12,215 +2%
M&T Bank
50
M&T Bank
New York
$54.5M 779,171 +5,343 +0.7%
1
2
3 4 5