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
16.72%
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 %
MAFM
76
Mid Atlantic Financial Management
Pennsylvania
$22.6M 330,132 +155,659 +89%
JF
77
JSF Financial
California
$22.1M 321,727 -10,559 -3%
MA
78
MUFG Americas
New York
$21.7M 315,860 -66,346 -17%
XF
79
XML Financial
Maryland
$21M 306,943 -6,506 -2%
KAS
80
Kestra Advisory Services
Texas
$20.7M 302,043 +94,897 +46%
CAN
81
Cetera Advisor Networks
California
$20.5M 298,501 +10,069 +3%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$20.5M 298,417 +89,526 +43%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$20.3M 296,079 +119,847 +68%
Creative Planning
84
Creative Planning
Kansas
$20.3M 295,893 +3,241 +1%
TAIM
85
TD Ameritrade Investment Management
Nebraska
$19.7M 288,093 -20,812 -7%
AWM
86
AE Wealth Management
Kansas
$19.7M 286,750 +31,096 +12%
SS
87
Simplicity Solutions
Minnesota
$19.2M 279,684 +31,420 +13%
PG
88
Proffitt & Goodson
Tennessee
$18.6M 270,618 -9,943 -4%
DIP
89
DT Investment Partners
Pennsylvania
$18.4M 269,076 -86,704 -24%
PAG
90
Private Advisor Group
New Jersey
$18.3M 266,625 -871 -0.3%
HH
91
Hilltop Holdings
Texas
$18M 262,105 +241,633 +1,180%
HFS
92
Hantz Financial Services
Michigan
$17.8M 259,638 +92 +0%
SIC
93
Sigma Investment Counselors
Michigan
$17.7M 258,004 +144,905 +128%
CG
94
Colony Group
Massachusetts
$17.5M 255,982 +5,120 +2%
DADC
95
D.A. Davidson & Co
Montana
$17.4M 254,107 -688 -0.3%
BPB
96
Badgley, Phelps & Bell
Washington
$17.1M 249,500 +4,889 +2%
CI
97
Conning Inc
Connecticut
$16.3M 237,348 – –
RTS
98
Round Table Services
New Jersey
$16.1M 234,449 +2,381 +1%
ACB
99
Aristotle Capital Boston
Massachusetts
$15.6M 228,154 +2,523 +1%
PSUF
100
People's United Financial
Connecticut
$15.6M 227,194 +7,979 +4%
2 3
4
5 6