IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,010 hedge funds and large institutions have $23B invested in iShares Russell Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 333 increasing their positions, 291 reducing their positions, and 52 closing their positions.

Holders
1,010
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
17.74%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.09%
New
65
Increased
333
Reduced
291
Closed
52
Calls
$8.99M
Puts
$8.72M
Net Calls
+$272K
Net Calls Change
-$20.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$922M
2
Bank of America
2
Bank of America
North Carolina
$4.25B
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$269M
4
FMI
4
Factory Mutual Insurance
Massachusetts
$24.3M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$729M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.69B
2
AssetMark Inc
2
AssetMark Inc
California
$101K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$582M
4
SV
4
Starboard Value
New York
$1.96M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$86.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
76
Alerus Financial
North Dakota
$29.4M 375,940 -1,577 -0.4%
PAG
77
Private Advisor Group
New Jersey
$29.1M 372,196 +99,311 +36%
SIMM
78
Stillwater Investment Management (Minnesota)
Minnesota
$28.3M 362,072 +5,204 +1%
JF
79
JSF Financial
California
$26.6M 339,919 +83,191 +32%
SIA
80
Stegner Investment Associates
Kentucky
$26.3M 336,759 +4,683 +1%
MA
81
MUFG Americas
New York
$26.3M 335,706 +55,818 +20%
DADC
82
D.A. Davidson & Co
Montana
$25.7M 328,578 +342 +0.1%
Creative Planning
83
Creative Planning
Kansas
$24.5M 312,692 +10,256 +3%
FMI
84
Factory Mutual Insurance
Massachusetts
$24.3M 310,611 +310,611 New
MIM
85
Miller Investment Management
Pennsylvania
$24.2M 309,522 -34,509 -10%
KAS
86
Kestra Advisory Services
Texas
$23.7M 303,219 +21,605 +8%
XF
87
XML Financial
Maryland
$23.3M 298,181 -4,378 -1%
SFP
88
Strategic Financial Partners
Oregon
$22.4M 286,237 +10,207 +4%
MMA
89
Miracle Mile Advisors
California
$21.6M 275,838 +19,681 +8%
CIG
90
Consolidated Investment Group
Colorado
$20.7M 264,660 – –
ANB
91
Amarillo National Bank
Texas
$20.6M 263,460 +127,914 +94%
DIP
92
DT Investment Partners
Pennsylvania
$20.4M 260,393 +8,200 +3%
PG
93
Proffitt & Goodson
Tennessee
$20.3M 259,597 -1,402 -0.5%
BPWM
94
Badgley Phelps Wealth Managers
Washington
$20.2M 258,040 +258,040 New
SIC
95
Sigma Investment Counselors
Michigan
$20.2M 257,639 +3,524 +1%
CG
96
Colony Group
Massachusetts
$19.7M 251,513 -2,586 -1%
HFS
97
Hantz Financial Services
Michigan
$19.2M 245,823 -7,419 -3%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$19.1M 244,595 -111,120 -31%
PSUF
99
People's United Financial
Connecticut
$19M 243,351 +1,686 +0.7%
Comerica Bank
100
Comerica Bank
Texas
$18.2M 218,735 +7,890 +4%
2 3
4
5 6