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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

991 hedge funds and large institutions have $21.2B invested in iShares Russell Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 342 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+49
Holders Change %
+5.2%
% of All Funds
17.45%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1.11%
New
96
Increased
289
Reduced
342
Closed
41
Calls
$38.3M
Puts
$10.1M
Net Calls
+$28.2M
Net Calls Change
+$18.5M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$199M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$40.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23M
4
RTS
Round Table Services
New Jersey
+$17.2M
5
OC
Oakworth Capital
Alabama
+$12.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$39.1M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$29.7M
3
Wells Fargo
Wells Fargo
California
-$27.5M
4
CWM
Connecticut Wealth Management
Connecticut
-$23M
5
SS
Simplicity Solutions
Minnesota
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
476
Mathes Company
New York
$902K – – –
LA
477
Lynch & Associates
Indiana
$896K – – –
SW
478
SVB Wealth
Massachusetts
$895K -$44.3K -600 -5%
TVAMP
479
Tennessee Valley Asset Management Partners
Tennessee
$892K +$1.33K +18 +0.1%
EFSCE
480
Enterprise Financial Services Corp (EFSC)
Missouri
$890K -$40.2K -543 -4%
GL
481
Graypoint LLC
New York
$880K – – –
ECG
482
EPIQ Capital Group
California
$872K +$2.29K +31 +0.3%
HIA
483
Harbor Investment Advisory
Maryland
$867K -$222 -3 -0%
GVAG
484
Great Valley Advisor Group
Delaware
$855K -$169K -2,288 -17%
CL
485
CIM LLC
New York
$847K -$28.5K -368 -3%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$842K -$2.67M -36,093 -76%
CRWM
487
Castle Rock Wealth Management
California
$837K +$278K +3,620 +50%
TF
488
Tompkins Financial
New York
$828K -$109K -1,479 -12%
VRM
489
Vectors Research Management
New York
$825K -$112K -1,516 -12%
HC
490
HNP Capital
New York
$825K -$112K -1,516 -12%
SAS
491
Sanford Advisory Services
Michigan
$822K – – –
CAM
492
Columbia Asset Management
Michigan
$817K – – –
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$806K – – –
PA
494
Pinnacle Associates
New York
$803K -$85.6K -1,157 -10%
IWAG
495
Integer Wealth Advisors Group
Georgia
$802K -$107K -1,408 -12%
CG
496
Caprock Group
Idaho
$801K – – –
BS
497
Boenning & Scattergood
Pennsylvania
$794K +$55.5K +751 +8%
IWC
498
Integrated Wealth Concepts
Massachusetts
$793K +$61K +825 +8%
WA
499
Waverly Advisors
Alabama
$782K +$77 +1 +0%
NA
500
NewEdge Advisors
Louisiana
$781K +$64.7K +876 +9%
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