IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,118 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 333 increasing their positions, 406 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.89%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1.01%
New
78
Increased
333
Reduced
406
Closed
68
Calls
$11.5M
Puts
$1.78M
Net Calls
+$9.75M
Net Calls Change
+$7.75M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$31.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$26.6M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$17.6M
4
ICMARC
International City Management Association Retirement Corp
District of Columbia
+$17.5M
5
PCP
Proficio Capital Partners
Massachusetts
+$15.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$188M
2
Wells Fargo
Wells Fargo
California
-$72.3M
3
HNB
Huntington National Bank
Ohio
-$39.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.7M
5
Morgan Stanley
Morgan Stanley
New York
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
751
Centennial Bank
Arkansas
$385K – – –
SFG
752
StrategIQ Financial Group
Indiana
$384K – – –
TF
753
Tompkins Financial
New York
$378K – – –
AO
754
Advisor OS
Illinois
$378K +$378K +5,405 New
PAM
755
Palisade Asset Management
Minnesota
$377K – – –
RCAG
756
Rehmann Capital Advisory Group
Michigan
$377K -$116K -1,663 -24%
BWP
757
Bernardo Wealth Planning
Pennsylvania
$376K +$3.15K +45 +0.8%
WDG
758
Wealth Dimensions Group
Ohio
$374K – – –
SCM
759
SOL Capital Management
Maryland
$373K – – –
SC
760
Sonen Capital
California
$372K +$372K +5,320 New
AC
761
Anson Capital
Georgia
$371K -$181K -2,593 -33%
CST
762
Charles Schwab Trust
Nevada
$370K – – –
GFS
763
GYL Financial Synergies
Connecticut
$368K – – –
HFS
764
HBC Financial Services
Washington
$368K – – –
CC
765
Callan Capital
California
$368K +$368K +5,258 New
ZF
766
Zhang Financial
Michigan
$365K +$489 +7 +0.1%
AF
767
Arrow Financial
New York
$364K -$16.6K -238 -4%
LFA
768
Legacy Financial Advisors
Kentucky
$364K -$133K -1,905 -27%
AAS
769
Asset Allocation Strategies
Michigan
$362K -$1.16M -16,607 -76%
STA
770
Summit Trail Advisors
New York
$361K -$60.8K -870 -14%
PCM
771
Parsons Capital Management
Rhode Island
$361K – – –
CCA
772
Checchi Capital Advisers
California
$358K +$87.4K +1,250 +32%
GC
773
Gratus Capital
Georgia
$357K – – –
VWM
774
Venturi Wealth Management
Texas
$356K +$40.6K +580 +13%
CWM
775
Castle Wealth Management
Florida
$355K – – –
29 30
31
32 33