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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

830 hedge funds and large institutions have $15.2B invested in iShares Russell Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 239 increasing their positions, 340 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+22
Holders Change %
+2.72%
% of All Funds
17.06%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.07%
New
82
Increased
239
Reduced
340
Closed
56
Calls
$25.6M
Puts
$1.15M
Net Calls
+$24.4M
Net Calls Change
+$23.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$403M
2
US Bancorp
2
US Bancorp
Minnesota
$599M
3
Franklin Resources
3
Franklin Resources
California
$54.4M
4
Northern Trust
4
Northern Trust
Illinois
$432M
5
Stifel Financial
5
Stifel Financial
Missouri
$51M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$60.1M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$57.9M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$473M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$947M
5
HNB
5
Huntington National Bank
Ohio
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
576
Pinnacle Bancorp
Nebraska
$348K +$40.1K +748 +13%
WI
577
Wedgewood Investors
Pennsylvania
$346K – – –
FAIM
578
Financial Advocates Investment Management
Washington
$346K +$346K +6,452 New
WAG
579
Winthrop Advisory Group
Massachusetts
$345K -$858 -16 -0.2%
CWM
580
Cordatus Wealth Management
Pennsylvania
$344K +$2.36K +44 +0.7%
PTC
581
Philadelphia Trust Company
Pennsylvania
$342K – – –
BPCE
582
Bank Pictet & Cie (Europe)
Germany
$342K – – –
WWM
583
Western Wealth Management
Colorado
$342K +$18.7K +348 +6%
MCA
584
Mercer Capital Advisers
New Jersey
$336K – – –
EE
585
EWG Elevate
California
$333K -$16.1K -300 -5%
BSB
586
Bangor Savings Bank
Maine
$333K – – –
CBN
587
Cadence Bank NA
Texas
$329K – – –
CCM
588
Colorado Capital Management
Colorado
$324K – – –
KBFS
589
Kohmann Bosshard Financial Services
Ohio
$324K – – –
EGA
590
E&G Advisors
Texas
$322K – – –
FPB
591
First PREMIER Bank
South Dakota
$321K – – –
OFS
592
Orrstown Financial Services
Pennsylvania
$320K +$60.8K +1,133 +23%
NCM
593
Neumann Capital Management
California
$319K – – –
IWC
594
Integrated Wealth Concepts
Massachusetts
$319K +$319K +5,942 New
SW
595
SkyOak Wealth
Michigan
$318K +$318K +5,940 New
ZF
596
Zhang Financial
Michigan
$314K +$429 +8 +0.1%
DA
597
Detalus Advisors
Missouri
$311K -$258K -4,821 -45%
LA
598
Legacy Advisors
Pennsylvania
$311K – – –
BWP
599
Baldwin Wealth Partners
Massachusetts
$310K -$2.68K -50 -0.9%
CL
600
CPWM LLC
Washington
$310K +$214 +4 +0.1%
22 23
24
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