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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,138 hedge funds and large institutions have $22B invested in iShares Russell Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 342 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.14%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
80
Increased
340
Reduced
342
Closed
66
Calls
$12.4M
Puts
$1.79M
Net Calls
+$10.6M
Net Calls Change
-$3.81M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$141M
2
US Bancorp
US Bancorp
Minnesota
+$75M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$67.4M
4
CA
Cetera Advisors
Colorado
+$59.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$55.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$262M
2
MRC
Millburn Ridgefield Corp
New York
-$65.3M
3
CCA
Catalyst Capital Advisors
New York
-$65.3M
4
Wells Fargo
Wells Fargo
California
-$57.5M
5
HNB
Huntington National Bank
Ohio
-$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1026
EverSource Wealth Advisors
Alabama
$100K – – –
MAWCM
1027
Mine & Arao Wealth Creation & Management
California
$98.6K -$9.77K -141 -9%
EWP
1028
Elevation Wealth Partners
California
$97.2K – – –
MFC
1029
Morris Financial Concepts
South Carolina
$94.5K – – –
LWCFA
1030
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.8K -$10.3K -153 -10%
CBT
1031
CoreFirst Bank & Trust
Kansas
$91.1K +$91.1K +1,316 New
M
1032
MOTCO
Texas
$90.6K – – –
GEA
1033
Glen Eagle Advisors
New Jersey
$89.5K – – –
CT
1034
Colonial Trust
South Carolina
$86.6K – – –
AIA
1035
Arcadia Investment Advisors
Idaho
$85.9K – – –
CCMI
1036
Creative Capital Management Investments
California
$83.1K – – –
RW
1037
RVW Wealth
California
$83.1K +$83.1K +1,200 New
NF
1038
Norwood Financial
Pennsylvania
$83.1K -$14.2K -205 -15%
ADL
1039
Asset Dedication LLC
California
$79K – – –
AIM
1040
Anchor Investment Management
South Carolina
$78.7K – – –
CICI
1041
Capital Investment Counsel Inc
North Carolina
$77.1K +$77.1K +1,114 New
FP
1042
Financial Perspectives
Minnesota
$76.8K – – –
CIAS
1043
Capital Investment Advisory Services
North Carolina
$76.6K -$2.77K -40 -3%
BWL
1044
Bogart Wealth LLC
Virginia
$73.3K +$1.11K +16 +2%
KHC
1045
Koesten Hirschmann & Crabtree
Kansas
$72.7K – – –
WFA
1046
West Financial Advisors
Iowa
$72K – – –
CMP
1047
Coston McIsaac & Partners
Maine
$72K – – –
SCA
1048
Stonebridge Capital Advisors
Minnesota
$72K -$7.69K -111 -10%
RIA
1049
Realta Investment Advisors
Delaware
$71.2K – – –
FMB
1050
Field & Main Bank
Kentucky
$68.3K +$68.3K +987 New
40 41
42
43 44