IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

991 hedge funds and large institutions have $21.2B invested in iShares Russell Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 342 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+49
Holders Change %
+5.2%
% of All Funds
17.45%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1.11%
New
96
Increased
289
Reduced
342
Closed
41
Calls
$38.3M
Puts
$10.1M
Net Calls
+$28.2M
Net Calls Change
+$18.5M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$1.26B
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$231M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$572M
4
RTS
4
Round Table Services
New Jersey
$34.6M
5
OC
5
Oakworth Capital
Alabama
$78.3M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$41.7M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$641M
3
Wells Fargo
3
Wells Fargo
California
$2.94B
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
SS
5
Simplicity Solutions
Minnesota
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
FPW
701
Flagship Private Wealth
Massachusetts
$360K +$755 +10 +0.2%
RZH
702
Relyea Zuckerberg Hanson
Connecticut
$359K – – –
VFG
703
V2 Financial group
Illinois
$355K – – –
C
704
Certuity
Florida
$352K – – –
BOTW
705
Bank of the West
California
$351K – – –
JG
706
Jefferies Group
New York
$350K – – –
MA
707
Montag & Associates
Georgia
$348K -$15.7K -212 -4%
CIA
708
Capital Investment Advisors
Georgia
$347K -$8.34K -113 -2%
GIA
709
Gladstone Institutional Advisory
Florida
$345K +$345K +4,670 New
EWM
710
Evermay Wealth Management
Virginia
$343K +$886 +12 +0.3%
CBN
711
Cadence Bank NA
Texas
$341K – – –
WOC
712
West Oak Capital
California
$340K – – –
HFP
713
Holistic Financial Partners
Indiana
$340K – – –
TNB
714
Thomasville National Bank
Georgia
$338K +$22.7K +526 +7%
EE
715
EWG Elevate
California
$337K -$111K -1,497 -25%
FLA
716
Financial Life Advisors
Texas
$337K -$60.9K -823 -15%
PWM
717
PBMares Wealth Management
Virginia
$337K – – –
BWM
718
BerganKDV Wealth Management
Minnesota
$334K -$1.85K -25 -0.5%
BG
719
Bollard Group
Massachusetts
$329K +$814 +11 +0.2%
AWC
720
Abundance Wealth Counselors
Pennsylvania
$325K – – –
NIM
721
Northeast Investment Management
Massachusetts
$324K -$4.95K -67 -2%
OL
722
Optas LLC
Texas
$321K – – –
BFG
723
Bouchey Financial Group
New York
$320K -$1.48K -20 -0.5%
IFO
724
Independent Family Office
New York
$319K -$137K -1,855 -30%
9WM
725
9258 Wealth Management
Ohio
$318K – – –
27 28
29
30 31