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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
1
Ameriprise
Minnesota
$446M
2
US Bancorp
2
US Bancorp
Minnesota
$984M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
Bank of America
4
Bank of America
North Carolina
$3.61B
5
Northern Trust
5
Northern Trust
Illinois
$567M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$480M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
AAS
3
Avantax Advisory Services
Texas
$74.1M
4
UBS Group
4
UBS Group
Switzerland
$417M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
501
Integrated Wealth Concepts
Massachusetts
$679K +$264K +3,846 +64%
TFS
502
Thoroughbred Financial Services
Tennessee
$669K +$8.28K +121 +1%
MWM
503
Modera Wealth Management
New Jersey
$669K +$56.7K +827 +9%
MW
504
MBL Wealth
North Carolina
$669K +$669K +9,763 New
TFO
505
Tarbox Family Office
California
$667K – – –
FG
506
Fiduciary Group
Georgia
$666K +$295 +4 +0%
NA
507
NewEdge Advisors
Louisiana
$665K +$384K +5,603 +137%
KA
508
Klingman & Associates
New York
$662K +$12.8K +187 +2%
OMC
509
Old Mission Capital
Illinois
$652K +$652K +9,512 New
DSN
510
D. Scott Neal
Kentucky
$648K -$215K -3,137 -25%
Deutsche Bank
511
Deutsche Bank
Germany
$645K -$889K -12,959 -58%
PWLP
512
Prio Wealth Limited Partnership
Massachusetts
$643K +$197K +2,876 +44%
IWMA
513
Ironwood Wealth Management (Arizona)
Arizona
$642K -$44.9K -656 -7%
BA
514
Ballew Advisors
Mississippi
$631K -$137K -1,945 -18%
NSIM
515
North Star Investment Management
Illinois
$631K – – –
RPGK
516
Retirement Planning Group (Kansas)
Kansas
$626K -$11.9K -173 -2%
DSC
517
Duncker Streett & Co
Missouri
$626K +$548 +8 +0.1%
WTFG
518
Wells Trecaso Financial Group
Ohio
$624K -$480K -7,000 -43%
RC
519
Rinet Company
Massachusetts
$619K +$156K +2,283 +34%
FAT
520
First American Trust
California
$616K +$68.8K +1,003 +13%
PL
521
Parthenon LLC
Kentucky
$611K -$190K -2,768 -24%
CIA
522
Choate Investment Advisors
Massachusetts
$606K – – –
WJA
523
Willis Johnson & Associates
Texas
$602K +$602K +8,786 New
BFA
524
Beacon Financial Advisory
Ohio
$599K +$684 +10 +0.1%
IAN
525
Integrated Advisors Network
Texas
$598K +$62K +905 +12%
19 20
21
22 23