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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.

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
MRC
5
Millburn Ridgefield Corp
New York
$63.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LWANC
726
Laurel Wealth Advisors (North Carolina)
North Carolina
$119K 2,216 – –
SL
727
Savior LLC
Massachusetts
$118K 2,197 +1 +0%
M
728
MOTCO
Texas
$115K 2,148 – –
RWB
729
RMR Wealth Builders
New Jersey
$115K 2,137 +2,137 New
CB
730
CNB Bank
Pennsylvania
$113K 2,100 – –
HFS
731
HBC Financial Services
Washington
$109K 1,966 -1,200 -38%
MCM
732
MV Capital Management
Maryland
$103K 1,920 -300 -14%
LAS
733
Lloyd Advisory Services
Georgia
$101K 1,886 -1,012 -35%
FDCDDQ
734
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.3K 1,852 +100 +6%
FWM
735
FSA Wealth Management
Massachusetts
$99K 1,840 +100 +6%
1W
736
1776 Wealth
Georgia
$96K 1,800 -1,800 -50%
AIC
737
Archer Investment Corporation
Indiana
$95.6K 1,783 -1,828 -51%
EWM
738
Endurance Wealth Management
Rhode Island
$93K 1,727 – –
MIM
739
Macroview Investment Management
Maryland
$91K 1,707 +210 +14%
BA
740
Ballast Advisors
Minnesota
$88K 1,641 – –
EIP
741
Ellis Investment Partners
Pennsylvania
$85K 1,599 -884 -36%
RFA
742
Reilly Financial Advisors
California
$84K 1,558 -682 -30%
CAC
743
Certified Advisory Corp
Florida
$82K 1,529 +1,080 +241%
FFW
744
Fusion Family Wealth
New York
$80K 1,500 -88 -6%
FPFS
745
First Personal Financial Services
North Carolina
$80K 1,500 – –
GWMIA
746
Global Wealth Management Investment Advisory
Florida
$79K 1,468 -400 -21%
SFSIG
747
San Francisco Sentry Investment Group
California
$76K 1,416 – –
SFG
748
Sowa Financial Group
Rhode Island
$76K 1,419 +1 +0.1%
CFO
749
CVA Family Office
Colorado
$74K 1,388 +4 +0.3%
SBL
750
Sargent Bickham Lagudis
Colorado
$73K 1,360 +2 +0.1%
28 29
30
31 32