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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,243 hedge funds and large institutions have $25.6B invested in iShares Russell Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 403 increasing their positions, 386 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.22%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.94%
New
171
Increased
403
Reduced
386
Closed
48
Calls
$14.6M
Puts
$567K
Net Calls
+$14.1M
Net Calls Change
+$3.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$571M
2
Bank of America
Bank of America
North Carolina
+$163M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$134M
4
Ameriprise
Ameriprise
Minnesota
+$91.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$54M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$41.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$39M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$38.7M
4
Wells Fargo
Wells Fargo
California
-$36.8M
5
CA
Cetera Advisors
Colorado
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFC
751
Northeast Financial Consultants
Connecticut
$483K – – –
AA
752
Alesco Advisors
New York
$482K -$4.66K -60 -1%
RW
753
REDW Wealth
New Mexico
$482K -$71.5K -920 -13%
OWP
754
Obermeyer Wealth Partners
Colorado
$480K – – –
WP
755
Westmount Partners
California
$479K – – –
HCM
756
Hollencrest Capital Management
California
$476K – – –
CIC
757
Carnegie Investment Counsel
Ohio
$475K -$187K -2,408 -28%
FNBTCON
758
First National Bank & Trust Co of Newtown
Pennsylvania
$475K – – –
HCA
759
Harbour Capital Advisors
Virginia
$470K +$1.59K +21 +0.3%
GFS
760
GYL Financial Synergies
Connecticut
$470K +$38.6K +497 +9%
VC
761
Veracity Capital
Georgia
$464K +$13.6K +175 +3%
EIA
762
Edgemoor Investment Advisors
Maryland
$463K – – –
CWP
763
Cyndeo Wealth Partners
Florida
$461K +$145K +1,863 +46%
PCMC
764
Planning Capital Management Corporation
Pennsylvania
$459K +$459K +5,906 New
SWM
765
Segment Wealth Management
Texas
$459K – – –
AP
766
Adero Partners
California
$459K – – –
LI
767
LMCG Investments
Massachusetts
$456K – – –
CSC
768
Caldwell Sutter Capital
California
$455K +$79.9K +1,028 +21%
CIA
769
Capital Investment Advisors
Georgia
$455K -$71.7K -922 -14%
WI
770
Wedgewood Investors
Pennsylvania
$455K – – –
BAMG
771
Brand Asset Management Group
Missouri
$455K – – –
ARG
772
Advisory Resource Group
Oklahoma
$452K +$49.6K +638 +12%
SFMG
773
Sage Financial Management Group
Virginia
$450K – – –
TP
774
Tranquility Partners
Tennessee
$449K -$4.66K -60 -1%
GI
775
GAMMA Investing
California
$447K +$447K +5,839 New
29 30
31
32 33