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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$480M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24M
3
AAS
Avantax Advisory Services
Texas
$74.1M
4
UBS Group
UBS Group
Switzerland
$417M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
526
Sunbelt Securities
Texas
$592K +$40.5K +591 +7%
BMCM
527
Bryn Mawr Capital Management
Pennsylvania
$592K +$592K +8,635 New
BFM
528
Broadview Financial Management
Wisconsin
$586K +$274 +4 +0%
CCFCSB
529
Cape Cod Five Cents Savings Bank
Massachusetts
$584K – – –
PGIM
530
Pacific Global Investment Management
California
$583K – – –
ACA
531
Aptus Capital Advisors
Alabama
$583K – – –
CCM
532
Crossvault Capital Management
Texas
$571K -$16.5K -240 -3%
LP
533
LGL Partners
Pennsylvania
$571K +$1.92K +28 +0.3%
TLFA
534
True Link Financial Advisors
California
$570K +$570K +8,316 New
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$565K -$7.95K -116 -1%
RW
536
REDW Wealth
New Mexico
$563K – – –
SFWC
537
Strategic Family Wealth Counselors
New Jersey
$561K – – –
KCM
538
Kanawha Capital Management
Virginia
$555K – – –
SWPG
539
Strategic Wealth Partners Group
Illinois
$548K +$343 +5 +0.1%
APW
540
Aurora Private Wealth
New Jersey
$545K -$17.5K -255 -3%
ZCA
541
Zeke Capital Advisors
Pennsylvania
$542K – – –
CST
542
Charles Schwab Trust
Nevada
$541K -$163K -2,378 -23%
Wolverine Trading
543
Wolverine Trading
Illinois
$537K -$2.7M -39,547 -83%
DC
544
Davenport & Co
Virginia
$537K -$14K -204 -3%
AF
545
Allworth Financial
California
$536K +$21.9K +320 +4%
SCI
546
S&CO Inc
Massachusetts
$535K – – –
OSNBOA
547
Old Second National Bank of Aurora
Illinois
$533K – – –
BCM
548
Buckhead Capital Management
Georgia
$528K -$20.6K -300 -4%
FFA
549
First Foundation Advisors
California
$527K -$16.3K -238 -3%
LNWTC
550
Laird Norton Wetherby Trust Company
Washington
$526K +$526K +7,673 New
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