IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,138 hedge funds and large institutions have $22B invested in iShares Russell Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 342 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.14%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
80
Increased
340
Reduced
342
Closed
66
Calls
$12.4M
Puts
$1.79M
Net Calls
+$10.6M
Net Calls Change
-$3.81M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$141M
2
US Bancorp
US Bancorp
Minnesota
+$75M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$67.4M
4
CA
Cetera Advisors
Colorado
+$59.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$55.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$262M
2
MRC
Millburn Ridgefield Corp
New York
-$65.3M
3
CCA
Catalyst Capital Advisors
New York
-$65.3M
4
Wells Fargo
Wells Fargo
California
-$57.5M
5
HNB
Huntington National Bank
Ohio
-$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
851
Peddock Capital Advisors
Massachusetts
$286K – – –
LFS
852
Lutz Financial Services
Nebraska
$285K -$15.3K -221 -5%
QCM
853
QRG Capital Management
Illinois
$285K +$285K +4,114 New
MMPW
854
Mitchell McLeod Pugh & Williams
Alabama
$284K -$42.4K -612 -13%
CWP
855
Cyndeo Wealth Partners
Florida
$282K -$3.6K -52 -1%
KWA
856
Kingswood Wealth Advisors
California
$281K +$281K +4,062 New
HCA
857
Heck Capital Advisors
Wisconsin
$280K +$277K +4,000 +8,511%
BAAM
858
Baker Avenue Asset Management
California
$280K +$15.2K +220 +6%
KCPG
859
Kavar Capital Partners Group
Kansas
$279K -$9.35K -135 -3%
BFO
860
Biltmore Family Office
North Carolina
$278K – – –
GF
861
Gries Financial
Ohio
$278K +$278K +4,016 New
NP
862
Nilsine Partners
Colorado
$278K +$278K +4,013 New
MFG
863
Monte Financial Group
Connecticut
$276K -$42.9K -620 -13%
TI
864
Truepoint Inc
Ohio
$274K – – –
TC
865
Trust Company
Kansas
$273K -$11.2K -161 -4%
CBOR
866
Community Bank of Raymore
Missouri
$272K -$2.63K -38 -1%
LWA
867
LWS Wealth Advisors
New Jersey
$271K +$1.52K +22 +0.6%
CAM
868
CPA Asset Management
Florida
$270K +$41.8K +604 +18%
APW
869
Aurora Private Wealth
New Jersey
$270K – – –
KFP
870
KMG Fiduciary Partners
Ohio
$269K +$1.73K +25 +0.6%
PCS
871
Personal CFO Solutions
New Jersey
$268K +$268K +3,864 New
FHA
872
Flagship Harbor Advisors
Massachusetts
$267K – – –
CCFM
873
Clear Creek Financial Management
Washington
$267K +$3.95K +57 +1%
APP
874
Avantax Planning Partners
Iowa
$266K – – –
WWM
875
Windsor Wealth Management
Indiana
$265K +$8.81K +127 +3%
33 34
35
36 37