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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 %
FNBTCON
651
First National Bank & Trust Co of Newtown
Pennsylvania
$250K – – –
FFA
652
Fragasso Financial Advisors
Pennsylvania
$250K +$250K +4,318 New
NWP
653
Northstar Wealth Partners
Connecticut
$249K -$177K -3,307 -42%
LFS
654
Lutz Financial Services
Nebraska
$248K -$4.44K -83 -2%
SCA
655
Stonebridge Capital Advisors
Minnesota
$247K – – –
WOC
656
West Oak Capital
California
$247K – – –
PCIA
657
Prime Capital Investment Advisors
Kansas
$247K – – –
HFP
658
Holistic Financial Partners
Indiana
$247K +$247K +4,600 New
RCM
659
Radnor Capital Management
Pennsylvania
$247K +$247K +4,604 New
RZH
660
Relyea Zuckerberg Hanson
Connecticut
$245K -$72.3K -1,351 -23%
BWM
661
BerganKDV Wealth Management
Minnesota
$245K – – –
EWM
662
Evermay Wealth Management
Virginia
$244K -$102K -1,900 -29%
PWM
663
PBMares Wealth Management
Virginia
$244K +$244K +4,553 New
AMCA
664
Arthur M. Cohen & Associates
Illinois
$241K -$109K -2,029 -31%
SB
665
Sunflower Bank
Texas
$241K +$241K +4,513 New
WOSD
666
WFA of San Diego
California
$240K +$240K +3,924 New
AWC
667
Abundance Wealth Counselors
Pennsylvania
$236K +$236K +4,398 New
OL
668
Optas LLC
Texas
$233K +$233K +4,345 New
CP
669
Covenant Partners
Tennessee
$232K – – –
TAM
670
Townsend Asset Management
North Carolina
$231K +$1.39K +26 +0.6%
WCWM
671
Willow Creek Wealth Management
California
$229K +$229K +4,273 New
CIC
672
Carnegie Investment Counsel
Ohio
$228K +$228K +4,256 New
APW
673
Acima Private Wealth
Virginia
$227K – – –
IA
674
IFG Advisory
Georgia
$226K +$226K +4,232 New
CBT
675
Capital Bank & Trust
California
$225K -$292K -5,450 -56%
25 26
27
28 29