IWR icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
BRWA
676
B. Riley Wealth Advisors
Florida
$225K 4,181 +4,181 New
Wellington Management Group
677
Wellington Management Group
Massachusetts
$225K 4,200 +4,200 New
FBA
678
Front Barnett Associates
Illinois
$222K 4,150 +4,150 New
AOWM
679
Alpha Omega Wealth Management
Virginia
$221K 4,114 +4,114 New
PCS
680
Personal CFO Solutions
New Jersey
$220K 4,103 -1,080 -21%
AIA
681
Arbor Investment Advisors
North Carolina
$220K 4,098 +4,098 New
SCM
682
SOL Capital Management
Maryland
$220K 4,100 +4,100 New
TL
683
TrueWealth LLC
Georgia
$219K 4,092 – –
SW
684
StrongBox Wealth
Missouri
$219K 4,091 +4,091 New
JWM
685
JGP Wealth Management
Oregon
$217K 4,000 +4,000 New
CBOR
686
Community Bank of Raymore
Missouri
$217K 4,044 +4,044 New
PS
687
Portfolio Solutions
Michigan
$217K 4,054 +4,054 New
KPWG
688
KFA Private Wealth Group
Virginia
$216K 4,034 +4,034 New
BFO
689
Biltmore Family Office
North Carolina
$214K 4,000 – –
OWP
690
Obermeyer Wealth Partners
Colorado
$211K 3,940 +3,940 New
AI
691
Accredited Investors
Minnesota
$211K 3,941 +3,941 New
PL
692
Plancorp LLC
Missouri
$206K 3,848 +3,848 New
PCA
693
Personal Capital Advisors
California
$206K 3,852 +3,852 New
HF
694
HRT Financial
New York
$206K 3,861 +3,861 New
PMG
695
ProVise Management Group
Florida
$205K 3,820 +3,820 New
NB
696
Nicolet Bankshares
Wisconsin
$201K 3,754 +3,754 New
BAM
697
Belpointe Asset Management
Nevada
$197K 3,673 +400 +12%
JFA
698
JNBA Financial Advisors
Minnesota
$194K 3,626 – –
MI
699
Markston International
New York
$193K 3,600 – –
IF
700
Ironwood Financial
Arizona
$191K 3,570 +2 +0.1%
26 27
28
29 30