IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,118 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 333 increasing their positions, 406 reducing their positions, and 68 closing their positions.

Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.9%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1.01%
New
78
Increased
333
Reduced
406
Closed
68
Calls
$11.5M
Puts
$1.78M
Net Calls
+$9.75M
Net Calls Change
+$7.75M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.32B
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.6M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$517M
4
ICMARC
4
International City Management Association Retirement Corp
District of Columbia
$49.1M
5
PCP
5
Proficio Capital Partners
Massachusetts
$15.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.01B
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$560M
4
Morgan Stanley
4
Morgan Stanley
New York
$473M
5
FMI
5
Factory Mutual Insurance
Massachusetts
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
MFC
1001
Morris Financial Concepts
South Carolina
$95.4K 1,364 – –
M
1002
MOTCO
Texas
$91.5K 1,308 -346 -21%
GEA
1003
Glen Eagle Advisors
New Jersey
$90.3K 1,292 – –
CT
1004
Colonial Trust
South Carolina
$87.4K 1,250 – –
AIA
1005
Arcadia Investment Advisors
Idaho
$86.7K 1,240 – –
CCMI
1006
Creative Capital Management Investments
California
$83.9K 1,200 +1,200 New
ADL
1007
Asset Dedication LLC
California
$81K 1,164 -88 -7%
SCA
1008
Stonebridge Capital Advisors
Minnesota
$80.4K 1,150 -50 -4%
PCM
1009
Pointe Capital Management
Michigan
$78.3K 1,120 +1,120 New
WP
1010
WealthPLAN Partners
Nebraska
$75.8K 1,084 +1,084 New
MAWA
1011
Moss Adams Wealth Advisors
Washington
$73.6K 1,052 +672 +177%
KHC
1012
Koesten Hirschmann & Crabtree
Kansas
$73.4K 1,050 – –
Commonwealth Equity Services
1013
Commonwealth Equity Services
Massachusetts
$73.1K 1,045,368 +139,240 +15%
CMP
1014
Coston McIsaac & Partners
Maine
$73K 1,052 – –
WFA
1015
West Financial Advisors
Iowa
$72.7K 1,040 – –
CIAS
1016
Capital Investment Advisory Services
North Carolina
$72.5K 1,037 +39 +4%
ONST
1017
Old North State Trust
North Carolina
$70K 995 -58 -6%
CB
1018
CNB Bank
Pennsylvania
$69.9K 1,000 – –
KTC
1019
Kistler-Tiffany Companies
Pennsylvania
$69.9K 999 – –
AIM
1020
Anchor Investment Management
South Carolina
$69K 987 +728 +281%
National Bank of Canada
1021
National Bank of Canada
Quebec, Canada
$65K 930 +730 +365%
RI
1022
Ridgewood Investments
New Jersey
$64.9K 928 +928 New
HGERS
1023
Householder Group Estate & Retirement Specialist
Arizona
$63K 900 +900 New
LWA
1024
Lowe Wealth Advisors
Maryland
$62.9K 900 – –
DAC
1025
Dividend Assets Capital
South Carolina
$61K 900 – –
39 40
41
42 43