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 %
CHAM
476
Clear Harbor Asset Management
Connecticut
$1.2M +$23.8K +343 +2%
FCFC
477
First Commonwealth Financial Corp
Pennsylvania
$1.2M +$23.7K +342 +2%
FNBOO
478
First National Bank of Omaha
Nebraska
$1.2M – – –
CG
479
Cynosure Group
Utah
$1.2M -$104K -1,508 -8%
OAM
480
Occidental Asset Management
California
$1.18M -$8.66K -125 -0.7%
FNB
481
Farmers National Bank
Kentucky
$1.18M -$19K -275 -2%
BBHC
482
Brown Brothers Harriman & Co
New York
$1.17M -$15.1K -218 -1%
CWM
483
Curi Wealth Management
North Carolina
$1.17M – – –
CB
484
Centennial Bank
Arkansas
$1.16M +$462K +6,675 +67%
PTC
485
Philadelphia Trust Company
Pennsylvania
$1.15M – – –
WB
486
Webster Bank
Connecticut
$1.14M +$2.01K +29 +0.2%
PMFA
487
Plante Moran Financial Advisors
Michigan
$1.13M -$762 -11 -0.1%
SIM
488
Stratos Investment Management
Ohio
$1.12M – – –
RWB
489
RMR Wealth Builders
New Jersey
$1.12M -$3.19K -46 -0.3%
BEAM
490
Baker Ellis Asset Management
Washington
$1.11M – – –
WFA
491
WestHill Financial Advisors
California
$1.1M +$37.9K +547 +4%
PVAMC
492
PPS&V Asset Management Consultants
Michigan
$1.1M – – –
DWT
493
Dorsey & Whitney Trust
South Dakota
$1.1M – – –
HWA
494
Heritage Wealth Advisors
Virginia
$1.09M – – –
IA
495
IFG Advisors
Missouri
$1.08M – – –
JPG
496
Jordan Park Group
California
$1.07M – – –
SEM
497
Strategic Equity Management
Arizona
$1.07M -$17.2M -248,439 -94%
CGA
498
Crescent Grove Advisors
Illinois
$1.06M -$4.04K -58 -0.4%
WPA
499
West Paces Advisors
Georgia
$1.06M -$3.88K -56 -0.4%
MA
500
MONECO Advisors
Connecticut
$1.05M -$21.3K -308 -2%
18 19
20
21 22