IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

991 hedge funds and large institutions have $21.2B invested in iShares Russell Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 342 reducing their positions, and 41 closing their positions.

Holders
991
Holders Change
+49
Holders Change %
+5.2%
% of All Funds
17.45%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1.11%
New
96
Increased
289
Reduced
342
Closed
41
Calls
$38.3M
Puts
$10.1M
Net Calls
+$28.2M
Net Calls Change
+$18.5M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$1.26B
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$231M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$572M
4
RTS
4
Round Table Services
New Jersey
$34.6M
5
OC
5
Oakworth Capital
Alabama
$78.3M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$641M
2
Wells Fargo
2
Wells Fargo
California
$2.94B
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
SS
4
Simplicity Solutions
Minnesota
$453K
5
M&T Bank
5
M&T Bank
New York
$54.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
901
Barclays
United Kingdom
$97K 1,317 +1,317 New
AC
902
Asio Capital
Kentucky
$96K 1,300 – –
ACM
903
AUA Capital Management
Pennsylvania
$94K 1,270 +129 +11%
AIA
904
Arcadia Investment Advisors
Idaho
$91.7K 1,240 – –
KC
905
Knuff & Co
California
$89K 1,208 – –
CIR
906
Clear Investment Research
Georgia
$89K 1,198 +2 +0.2%
WLPWM
907
Walled Lake Planning & Wealth Management
Illinois
$89K 1,198 +166 +16%
HI
908
Hudock Inc
Pennsylvania
$87K 1,184 +48 +4%
SCA
909
Stonebridge Capital Advisors
Minnesota
$85K 1,150 +1,150 New
RWG
910
Regal Wealth Group
California
$80K 1,080 +3 +0.3%
WFA
911
West Financial Advisors
Iowa
$77K 1,040 – –
CIAS
912
Capital Investment Advisory Services
North Carolina
$75K 1,013 +318 +46%
CAL
913
Capital Analysts LLC
Pennsylvania
$70K 944 +756 +402%
GWMIA
914
Global Wealth Management Investment Advisory
Florida
$69K 930 -138 -13%
DAC
915
Dividend Assets Capital
South Carolina
$67K 900 – –
KTC
916
Kistler-Tiffany Companies
Pennsylvania
$67K 900 – –
AWG
917
Altus Wealth Group
Colorado
$62K 800 -41 -5%
PAI
918
Pittenger & Anderson Inc
Nebraska
$61K 825 – –
RTC
919
Riverview Trust Company
Washington
$59K 803 – –
OIS
920
Okabena Investment Services
Minnesota
$59K 800 – –
DWMG
921
DB Wealth Management Group
California
$57K 771 – –
LS
922
Leelyn Smith
Illinois
$57K 775 +7 +0.9%
GAM
923
Grandview Asset Management
Pennsylvania
$57K 767 +767 New
RCM
924
Robinson Capital Management
Michigan
$56K 750 +110 +17%
FA
925
Fortis Advisors
Pennsylvania
$55K 749 – –
35 36
37
38 39