IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,243 hedge funds and large institutions have $25.6B invested in iShares Russell Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 403 increasing their positions, 386 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.22%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.94%
New
171
Increased
403
Reduced
386
Closed
48
Calls
$14.6M
Puts
$567K
Net Calls
+$14.1M
Net Calls Change
+$3.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$571M
2
Bank of America
Bank of America
North Carolina
+$163M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$134M
4
Ameriprise
Ameriprise
Minnesota
+$91.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$54M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$41.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$39M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$38.7M
4
Wells Fargo
Wells Fargo
California
-$36.8M
5
CA
Cetera Advisors
Colorado
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
601
Tennessee Valley Asset Management Partners
Tennessee
$804K +$419K +5,395 +109%
DIA
602
Dana Investment Advisors
Wisconsin
$803K -$40.7K -523 -5%
NCM
603
Narwhal Capital Management
Georgia
$799K +$2.1K +27 +0.3%
AIA
604
Armor Investment Advisors
North Carolina
$790K -$1.79K -23 -0.2%
KA
605
Klingman & Associates
New York
$773K – – –
IF
606
Ironwood Financial
Arizona
$772K +$389 +5 +0.1%
JHCP
607
Jackson Hole Capital Partners
Oklahoma
$770K – – –
TWC
608
TD Waterhouse Canada
Ontario, Canada
$767K -$72.8K -960 -9%
SFC
609
Strategic Financial Concepts
Texas
$766K -$30.5K -392 -4%
IF
610
Intrua Financial
Texas
$752K -$31.1K -400 -4%
OWA
611
Opal Wealth Advisors
New York
$751K +$751K +9,660 New
CPSAC
612
Chas P. Smith & Associates (CPS)
Florida
$749K -$38.1K -490 -5%
GCIM
613
Gunn & Company Investment Management
Florida
$749K +$749K +9,630 New
ECG
614
EPIQ Capital Group
California
$748K -$152K -1,952 -17%
IAS
615
Insigneo Advisory Services
Florida
$748K +$204K +2,624 +37%
BW
616
BIP Wealth
Georgia
$741K -$3.27K -42 -0.4%
BFA
617
Bragg Financial Advisors
North Carolina
$733K -$30.5K -392 -4%
PWLP
618
Prio Wealth Limited Partnership
Massachusetts
$727K – – –
LOPW
619
Live Oak Private Wealth
North Carolina
$727K – – –
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$723K +$39.6K +510 +6%
GFWA
621
Grey Fox Wealth Advisors
Delaware
$721K -$44.2K -568 -6%
WAP
622
Wealthcare Advisory Partners
Pennsylvania
$717K -$1.63K -21 -0.2%
ANBT
623
American National Bank & Trust
Texas
$713K -$18.7K -241 -3%
BWM
624
Baron Wealth Management
Michigan
$712K +$4.74K +61 +0.7%
BFA
625
Beacon Financial Advisory
Ohio
$711K -$3.73K -48 -0.5%
23 24
25
26 27