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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

830 hedge funds and large institutions have $15.2B invested in iShares Russell Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 239 increasing their positions, 340 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+22
Holders Change %
+2.72%
% of All Funds
17.06%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.07%
New
82
Increased
239
Reduced
340
Closed
56
Calls
$25.6M
Puts
$1.15M
Net Calls
+$24.4M
Net Calls Change
+$23.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$403M
2
US Bancorp
2
US Bancorp
Minnesota
$599M
3
Franklin Resources
3
Franklin Resources
California
$54.4M
4
Northern Trust
4
Northern Trust
Illinois
$432M
5
Stifel Financial
5
Stifel Financial
Missouri
$51M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$60.1M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$57.9M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$473M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$947M
5
HNB
5
Huntington National Bank
Ohio
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
501
Crossvault Capital Management
Texas
$479K -$117K -2,180 -20%
FG
502
Fiduciary Group
Georgia
$479K – – –
MWM
503
Modera Wealth Management
New Jersey
$477K +$1.23K +23 +0.3%
BFA
504
Beacon Financial Advisory
Ohio
$476K -$144K -2,679 -23%
CWM
505
Cornerstone Wealth Management
Missouri
$475K -$16.8K -313 -3%
BBA
506
BLB&B Advisors
Pennsylvania
$473K – – –
Calamos Advisors
507
Calamos Advisors
Illinois
$472K +$16.1K +300 +4%
CL
508
CIM LLC
New York
$468K -$26.7K -497 -5%
Charles Schwab
509
Charles Schwab
California
$467K +$199K +3,700 +74%
CFD
510
Creative Financial Designs
Indiana
$464K -$37.8K -705 -8%
RWA
511
RGT Wealth Advisors
Texas
$461K -$92.8K -1,732 -17%
CCFCSB
512
Cape Cod Five Cents Savings Bank
Massachusetts
$457K -$698 -13 -0.2%
ACA
513
Aptus Capital Advisors
Alabama
$456K – – –
SHWM
514
Smith & Howard Wealth Management
Georgia
$449K -$7.56K -141 -2%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$448K – – –
JWA
516
JFS Wealth Advisors
Pennsylvania
$448K +$228K +4,252 +104%
MA
517
MCF Advisors
Kentucky
$445K -$624K -11,645 -58%
LP
518
LGL Partners
Pennsylvania
$444K +$1.34K +25 +0.3%
TSS
519
Two Sigma Securities
New York
$443K -$687K -12,815 -61%
NEPPG
520
New England Professional Planning Group
Rhode Island
$443K +$82.7K +1,421 +23%
RW
521
REDW Wealth
New Mexico
$440K – – –
SFWC
522
Strategic Family Wealth Counselors
New Jersey
$439K – – –
RCAG
523
Rehmann Capital Advisory Group
Michigan
$437K -$526K -9,807 -55%
SWM
524
Segment Wealth Management
Texas
$436K +$7.34K +137 +2%
DC
525
Davenport & Co
Virginia
$434K -$3.06K -57 -0.7%
19 20
21
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