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 %
MMG
501
Monetary Management Group
Missouri
$1.05M – – –
OFG
502
Oxford Financial Group
Indiana
$1.04M – – –
CI
503
CX Institutional
Indiana
$1.04M +$1.04M +14,974 New
SFWC
504
Strategic Family Wealth Counselors
New Jersey
$1.04M – – –
PPP
505
Private Portfolio Partners
New Jersey
$1.03M – – –
CTA
506
Colonial Trust Advisors
South Carolina
$1.02M – – –
MPCG
507
Matrix Private Capital Group
New York
$1.02M -$3.48K -50 -0.3%
RWM
508
RKL Wealth Management
Pennsylvania
$1.02M +$16.1K +233 +2%
WCWM
509
Wooster Corthell Wealth Management
Connecticut
$1.02M -$196K -2,830 -16%
PAS
510
Park Avenue Securities
New York
$1.02M +$285K +4,107 +39%
MG
511
Mather Group
Illinois
$1.01M -$342K -4,932 -25%
JWA
512
JFS Wealth Advisors
Pennsylvania
$1.01M – – –
VCM
513
Vivaldi Capital Management
Illinois
$1.01M -$508K -7,331 -34%
CIA
514
Choate Investment Advisors
Massachusetts
$1M +$177K +2,558 +21%
SW
515
SlateStone Wealth
Florida
$1M +$27.7K +400 +3%
CWM
516
Cornerstone Wealth Management
Missouri
$999K +$24.3K +351 +2%
TCM
517
Twele Capital Management
Minnesota
$984K – – –
WP
518
WealthSource Partners
California
$983K +$151K +2,187 +18%
DWMS
519
Dominguez Wealth Management Solutions
Virginia
$976K -$12.1K -175 -1%
CCFCSB
520
Cape Cod Five Cents Savings Bank
Massachusetts
$970K +$429K +6,202 +79%
GVAG
521
Great Valley Advisor Group
Delaware
$969K -$69.9K -1,010 -7%
Deutsche Bank
522
Deutsche Bank
Germany
$965K – – –
1SB
523
1ST Source Bank
Indiana
$965K -$38.1K -550 -4%
SS
524
Sunbelt Securities
Texas
$961K +$363K +5,243 +61%
DC
525
Davenport & Co
Virginia
$951K +$190K +2,740 +25%
19 20
21
22 23