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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 %
OCM
676
Objective Capital Management
Ohio
$512K – – –
KCM
677
Kanawha Capital Management
Virginia
$508K – – –
MA
678
MCF Advisors
Kentucky
$508K -$1.25K -18 -0.2%
AWM
679
Angeles Wealth Management
California
$505K +$194K +2,805 +62%
BA
680
Ballew Advisors
Mississippi
$503K -$6.99K -103 -1%
FFP
681
FourThought Financial Partners
Florida
$503K – – –
VA
682
Vident Advisory
Georgia
$503K +$503K +7,258 New
WPW
683
Waldron Private Wealth
Pennsylvania
$498K – – –
MWM
684
Mission Wealth Management
California
$498K – – –
MPCL
685
My Personal CFO LLC
Washington
$497K – – –
MPWT
686
MassMutual Private Wealth & Trust
Connecticut
$495K +$7.06K +102 +1%
Empower Advisory Group
687
Empower Advisory Group
Colorado
$494K -$46.9K -677 -9%
TGAM
688
TBH Global Asset Management
Tennessee
$493K -$6.44K -93 -1%
RW
689
REDW Wealth
New Mexico
$493K – – –
VPP
690
Vertex Planning Partners
Illinois
$491K – – –
GWM
691
Greenhouse Wealth Management
Connecticut
$489K – – –
AFS
692
Annapolis Financial Services
Maryland
$488K – – –
IAS
693
Insigneo Advisory Services
Florida
$487K -$21.4K -307 -4%
EWA
694
Encompass Wealth Advisors
Oregon
$486K – – –
TNB
695
Thomasville National Bank
Georgia
$484K -$74.8K -1,080 -13%
FFM
696
Forum Financial Management
Illinois
$481K – – –
LDB
697
Lee, Danner & Bass
Tennessee
$480K +$7.62K +110 +2%
KWM
698
Keebeck Wealth Management
Illinois
$475K +$475K +6,830 New
FWA
699
FOCUS Wealth Advisors
Texas
$475K +$475K +6,861 New
BMCM
700
Bryn Mawr Capital Management
Pennsylvania
$474K -$138K -1,993 -23%
26 27
28
29 30