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 %
PIMG
526
Patriot Investment Management Group
Tennessee
$943K -$10.5K -151 -1%
AA
527
Advisory Alpha
Michigan
$943K -$15.7K -226 -2%
VPIM
528
Vanguard Personalized Indexing Management
California
$943K -$9.56K -138 -1%
RC
529
Roundview Capital
New Jersey
$942K – – –
TFGT
530
TS Financial Group (TSFG)
Illinois
$939K – – –
SFA
531
Seneca Financial Advisors
New York
$914K – – –
SCA
532
Southern Capital Advisors
Tennessee
$914K -$32.3K -467 -3%
Bank of Nova Scotia
533
Bank of Nova Scotia
Ontario, Canada
$912K +$416 +6 +0%
RDFA
534
Ritter Daniher Financial Advisory
Ohio
$907K – – –
MFG
535
MidWestOne Financial Group
Iowa
$903K +$213K +3,071 +31%
BFEC
536
Benjamin F. Edwards & Company
Missouri
$896K -$35.9K -519 -4%
CNAM
537
Campbell Newman Asset Management
Wisconsin
$889K – – –
TSW
538
Thompson Siegel & Walmsley
Virginia
$889K – – –
FFBTD
539
First Financial Bank - Trust Division
Ohio
$881K – – –
PFWA
540
Paces Ferry Wealth Advisors
Georgia
$875K -$99.4K -1,436 -10%
CA
541
Continuum Advisory
Idaho
$862K -$4.64K -67 -0.5%
HT
542
Heritage Trust
Oklahoma
$859K -$2.08K -30 -0.2%
PI
543
PFG Investments
New York
$858K -$202K -2,919 -19%
MW
544
Marcum Wealth
Ohio
$857K – – –
WWA
545
WCG Wealth Advisors
Nevada
$855K +$855K +12,345 New
AWG
546
Altus Wealth Group
Colorado
$854K +$5.33K +77 +0.6%
UWM
547
USAdvisors Wealth Management
Minnesota
$848K -$12.8K -185 -1%
FA
548
Fiducient Advisors
Illinois
$846K +$304K +4,364 +56%
AAS
549
Ameritas Advisory Services
Nebraska
$845K +$206K +3,009 +32%
DAS
550
Dynamic Advisor Solutions
Arizona
$839K -$14.3K -207 -2%
20 21
22
23 24