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 %
GWS
976
Glassman Wealth Services
Virginia
$8K 109 – –
ACM
977
Allred Capital Management
Texas
$7.39K 100 +100 New
ME
978
McIlrath & Eck
Washington
$7K 100 – –
BCA
979
Bray Capital Advisors
Florida
$7K 100 – –
AIM
980
Anchor Investment Management
South Carolina
$6.8K 92 – –
CAGAS
981
Capital Advisory Group Advisory Services
Minnesota
$6K 80 – –
TCWM
982
Total Clarity Wealth Management
Illinois
$6K 75 +75 New
KFI
983
Key Financial Inc
Pennsylvania
$4K 52 – –
MF
984
Manchester Financial
California
$4K 50 +50 New
SFC
985
SYM Financial Corp
Indiana
$2K 30 +30 New
1WM
986
1900 Wealth Management
Texas
$1.85K 25,079 +2,581 +11%
HCA
987
Heck Capital Advisors
Wisconsin
$1.7K 23 +23 New
MA
988
MBA Advisors
Pennsylvania
$1.68K 22,702 +22,702 New
PK
989
Pflug Koory
Nebraska
$1K 7 +7 New
FA
990
Faithward Advisors
Pennsylvania
$1K 12 +12 New
SAI
991
Systematic Alpha Investments
New Jersey
$1K 20 +20 New
BBHC
992
Brown Brothers Harriman & Co
New York
$997 13,480 +1,413 +12%
WIM
993
Westside Investment Management
California
$16 228 – –
SWM
994
Sugarloaf Wealth Management
Georgia
$1 72 +52 +260%
CWM
995
Connecticut Wealth Management
Connecticut
– – -160,664 Closed
RIA
996
Realta Investment Advisors
Delaware
– – -130,814 Closed
PWM
997
Provident Wealth Management
Tennessee
– – -31,774 Closed
SCP
998
Syntal Capital Partners
Texas
– – -17,937 Closed
LCOV
999
London Company of Virginia
Virginia
– – -15,820 Closed
RhumbLine Advisers
1000
RhumbLine Advisers
Massachusetts
– – -14,104 Closed
38 39
40
41 42