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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 %
NEPPG
651
New England Professional Planning Group
Rhode Island
$561K – – –
PL
652
Parthenon LLC
Kentucky
$561K – – –
SCA
653
Stillwater Capital Advisors
Pennsylvania
$557K -$13K -187 -2%
FG
654
Fiduciary Group
Georgia
$555K +$18.6K +268 +3%
BWP
655
Baldwin Wealth Partners
Massachusetts
$554K – – –
PB
656
Pinnacle Bancorp
Nebraska
$554K – – –
RCM
657
Radnor Capital Management
Pennsylvania
$553K +$553K +7,992 New
C
658
Certuity
Florida
$550K – – –
ACM
659
Advisors Capital Management
New Jersey
$549K -$7.34K -106 -1%
MLL
660
Moody Lynn & Lieberson
Massachusetts
$547K – – –
WCM
661
Windsor Capital Management
Arizona
$546K -$4.64K -67 -0.8%
Millennium Management
662
Millennium Management
New York
$546K +$308K +4,453 +130%
WP
663
WealthShield Partners
North Carolina
$545K +$1.04K +15 +0.2%
CA
664
CoreCap Advisors
Michigan
$541K +$541K +7,811 New
SAS
665
SMI Advisory Services
Indiana
$539K +$539K +7,875 New
OSNBOA
666
Old Second National Bank of Aurora
Illinois
$539K – – –
FMTCOCP
667
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$537K – – –
KIG
668
Kowal Investment Group
Wisconsin
$537K +$39.3K +567 +8%
BCM
669
Buckhead Capital Management
Georgia
$533K – – –
BFW
670
Brady Family Wealth
Missouri
$533K – – –
SCP
671
Stevens Capital Partners
Nebraska
$530K +$37.2K +537 +8%
SIAS
672
Summit Investment Advisory Services
Minnesota
$529K – – –
HS
673
Horan Securities
United States
$524K -$134K -1,942 -20%
JJBC
674
James J. Burns & Company
New York
$522K -$54.9K -793 -10%
BWA
675
BlueSky Wealth Advisors
North Carolina
$518K -$59.2K -855 -10%
25 26
27
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