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iShares Russell Mid-Cap ETF
IWR

837 hedge funds and large institutions have $16.3B invested in iShares Russell Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 337 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

836% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $2.75M

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

15% more funds holding in top 10

Funds holding in top 10: 52 → 60 (+8)

7% more capital invested

Capital invested by funds: $15.2B → $16.3B (+$1.07B)

0.85% more ownership

Funds ownership: 77.78% → 78.62% (+0.85%)

0% more funds holding

Funds holding: 833 → 837 (+4)

34% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 337

Holders
837
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
16.89%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.21%
New
54
Increased
223
Reduced
337
Closed
42
Calls
$25.7M
Puts
$2.75M
Net Calls
+$23M
Net Calls Change
-$1.46M

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$66.5M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$41.8M
3
AAS
Avantax Advisory Services
Texas
+$35.9M
4
UBS Group
UBS Group
Switzerland
+$19M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$37.1M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$22.3M
3
Ameriprise
Ameriprise
Minnesota
-$18.2M
4
Bank of America
Bank of America
North Carolina
-$16.4M
5
RJA
Raymond James & Associates
Florida
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
826
Lehman & Derafelo Financial Resources
Pennsylvania
$6K – – –
ME
827
McIlrath & Eck
Washington
$6K – – –
AIM
828
Anchor Investment Management
South Carolina
$5.28K – – –
AIM
829
Axiom Investment Management
New York
$5K – – –
CAGAS
830
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
JSC
831
Jackson Square Capital
California
$5K +$5.12K +90 New
PFO
832
Pathstone Family Office
New Jersey
$3K – – –
FA
833
Faithward Advisors
Pennsylvania
$1K – – –
SWM
834
Sugarloaf Wealth Management
Georgia
$1K – – –
UWM
835
USAdvisors Wealth Management
Minnesota
$487 +$108K +1,893 +29%
SXL
836
Summit X LLC
Missouri
$344 +$163K +2,857 New
Koshinski Asset Management
837
Koshinski Asset Management
Illinois
$206 +$74K +1,300 New
WIM
838
Westside Investment Management
California
$13 – – –
FCA
839
FinTrust Capital Advisors
South Carolina
$8 – – –
BRWM
840
B. Riley Wealth Management
Tennessee
– -$3.77M -70,278 Closed
CNC
841
Citizens & Northern Corp
Pennsylvania
– -$2.23M -41,666 Closed
FTUS
842
Flow Traders U.S.
New York
– -$2.22M -41,444 Closed
TA
843
Townsend & Associates
Colorado
– -$1.72M -32,097 Closed
PP
844
Paloma Partners
Connecticut
– -$1.51M -28,243 Closed
ERSOT
845
Employees Retirement System of Texas
Texas
– -$1.48M -27,618 Closed
IDA
846
Intelligence Driven Advisers
California
– -$1.46M -27,149 Closed
Millennium Management
847
Millennium Management
New York
– -$745K -13,903 Closed
CG
848
Cutler Group
California
– -$511K -8,982 Closed
TSS
849
Two Sigma Securities
New York
– -$443K -8,263 Closed
UR
850
USCA RIA
Texas
– -$415K -7,739 Closed
32 33
34
35 36

IWR Hedge Fund Activity: Q3 2020 in Review

837 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2020, worth a combined $16.3B — up 7% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWR positions and 42 closed out — a net gain of 12 holders — while 223 added to existing stakes and 337 trimmed.

The largest buyer was US Bancorp, adding an estimated $66.5M. The largest seller was Wells Fargo, cutting an estimated $37.1M.

  • 837 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2020, up from 833 in Q2 2020.
  • Funds reported $16.3B of iShares Russell Mid-Cap ETF stock for Q3 2020, up 7% quarter-over-quarter.
  • 54 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2020 and 42 closed out, a net change of +12 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q3 2020 was US Bancorp, an estimated $66.5M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q3 2020 was Wells Fargo, an estimated $37.1M sold.

Based on aggregated 13F filings for Q3 2020.