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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

991 hedge funds and large institutions have $21.2B invested in iShares Russell Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 342 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+49
Holders Change %
+5.2%
% of All Funds
17.45%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1.11%
New
96
Increased
289
Reduced
342
Closed
41
Calls
$38.3M
Puts
$10.1M
Net Calls
+$28.2M
Net Calls Change
+$18.5M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$199M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$40.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23M
4
RTS
Round Table Services
New Jersey
+$17.2M
5
OC
Oakworth Capital
Alabama
+$12.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$39.1M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$29.7M
3
Wells Fargo
Wells Fargo
California
-$27.5M
4
CWM
Connecticut Wealth Management
Connecticut
-$23M
5
SS
Simplicity Solutions
Minnesota
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
526
NorthRock Partners
Minnesota
$699K -$70K -947 -9%
DSN
527
D. Scott Neal
Kentucky
$698K – – –
RPGK
528
Retirement Planning Group (Kansas)
Kansas
$688K +$13.2K +179 +2%
WTFG
529
Wells Trecaso Financial Group
Ohio
$683K +$9.98K +135 +1%
KA
530
Kovack Advisors
Florida
$682K +$682K +9,227 New
NSIM
531
North Star Investment Management
Illinois
$680K – – –
CIA
532
Choate Investment Advisors
Massachusetts
$678K +$24.8K +336 +4%
DIA
533
Dana Investment Advisors
Wisconsin
$678K +$678K +9,173 New
BFA
534
Beacon Financial Advisory
Ohio
$677K +$30.2K +409 +5%
DSC
535
Duncker Streett & Co
Missouri
$675K – – –
MA
536
Mutual Advisors
Nebraska
$670K +$670K +9,059 New
RC
537
Rinet Company
Massachusetts
$669K +$1.26K +17 +0.2%
RCAG
538
Rehmann Capital Advisory Group
Michigan
$666K +$123K +1,664 +23%
CFD
539
Creative Financial Designs
Indiana
$650K -$95.6K -1,293 -13%
SC
540
Savant Capital
Illinois
$649K +$303K +4,099 +87%
BMCM
541
Bryn Mawr Capital Management
Pennsylvania
$638K – – –
WJA
542
Willis Johnson & Associates
Texas
$631K -$18.3K -247 -3%
CCFCSB
543
Cape Cod Five Cents Savings Bank
Massachusetts
$630K – – –
ACA
544
Aptus Capital Advisors
Alabama
$630K – – –
PGIM
545
Pacific Global Investment Management
California
$628K – – –
AIC
546
Ameritas Investment Company
Nebraska
$625K -$1.69M -22,871 -73%
ST
547
Smithfield Trust
Pennsylvania
$624K -$118K -1,594 -16%
PL
548
Parthenon LLC
Kentucky
$621K -$38.2K -516 -6%
LP
549
LGL Partners
Pennsylvania
$618K +$1.63K +22 +0.3%
NPT
550
Nixon Peabody Trust
Massachusetts
$615K -$392K -5,305 -39%
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