IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

942 hedge funds and large institutions have $19.5B invested in iShares Russell Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 288 increasing their positions, 296 reducing their positions, and 33 closing their positions.

Holders
942
Holders Change
+108
Holders Change %
+12.95%
% of All Funds
16.71%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.14%
New
152
Increased
288
Reduced
296
Closed
33
Calls
$23.4M
Puts
$13.7M
Net Calls
+$9.72M
Net Calls Change
-$13.2M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$446M
2
US Bancorp
2
US Bancorp
Minnesota
$984M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
Bank of America
4
Bank of America
North Carolina
$3.61B
5
Northern Trust
5
Northern Trust
Illinois
$567M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$480M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
AAS
3
Avantax Advisory Services
Texas
$74.1M
4
UBS Group
4
UBS Group
Switzerland
$417M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.15B
Name Market Value Shares Shares
Change 		Shares
Change %
SC
776
Scotia Capital
Ontario, Canada
$214K 3,122 +3,122 New
SWA
777
SOA Wealth Advisors
New York
$213K 2,909 +2,909 New
HB
778
Homrich & Berg
Georgia
$213K 3,108 +3,108 New
TAM
779
Townsend Asset Management
North Carolina
$211K 3,075 -1,251 -29%
CMP
780
Courage Miller Partners
Virginia
$211K 3,071 +3,071 New
PCM
781
Poehling Capital Management
Wisconsin
$211K 3,076 +3,076 New
BHIA
782
Birch Hill Investment Advisors
Massachusetts
$211K 3,080 +3,080 New
HCP
783
Holt Capital Partners
Texas
$211K 3,084 +3,084 New
PWM
784
Palumbo Wealth Management
New York
$210K 3,059 +3,059 New
WCAMG
785
Woodard & Company Asset Management Group
North Carolina
$210K 3,069 +3,069 New
WS
786
Wedbush Securities
California
$208K 3,031 +3,031 New
Fisher Asset Management
787
Fisher Asset Management
Washington
$208K 3,033 +3,033 New
WCG
788
Weaver Consulting Group
California
$207K 3,024 – –
EB
789
Eastern Bank
Massachusetts
$207K 3,016 +3,016 New
EA
790
Eclectic Associates
California
$206K 3,000 +3,000 New
DFA
791
DHJJ Financial Advisors
Illinois
$206K 3,000 +3,000 New
KP
792
Keel Point
Alabama
$206K 3,010 +3,010 New
CPSAC
793
Chas P. Smith & Associates (CPS)
Florida
$206K 3,012 +3,012 New
TA
794
TruWealth Advisors
Louisiana
$206K 3,012 +3,012 New
PCM
795
Pointe Capital Management
Michigan
$204K 2,980 +2,980 New
FFA
796
Freedman Financial Associates
Massachusetts
$203K 2,957 +2,957 New
NEIRG
797
New England Investment & Retirement Group
Massachusetts
$203K 2,963 +2,963 New
RHP
798
Royal Harbor Partners
Texas
$202K 2,948 +2,948 New
PFA
799
Plotkin Financial Advisors
Maryland
$200K 2,920 +2,920 New
SXL
800
Summit X LLC
Missouri
$200K 2,918 +61 +2%
30 31
32
33 34