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 %
CG
101
Colony Group
Massachusetts
$16.9M 241,796 +7,301 +3%
TFA
102
Transamerica Financial Advisors
Florida
$16.9M 241,210 -5,963 -2%
Stifel Financial
103
Stifel Financial
Missouri
$16.8M 240,482 -35,046 -13%
MIM
104
Miller Investment Management
Pennsylvania
$16.7M 238,626 -5,950 -2%
KOC
105
Koss-Olinger Consulting
Florida
$16.6M 236,804 +5,386 +2%
CI
106
Conning Inc
Connecticut
$16.5M 235,401 +11,771 +5%
PCP
107
Proficio Capital Partners
Massachusetts
$15.9M 227,828 +227,828 New
GP
108
Girard Partners
Pennsylvania
$15.5M 221,922 -57,864 -21%
RFC
109
Regions Financial Corp
Alabama
$15.3M 219,376 -11,070 -5%
WTC
110
WhitTier Trust Company
Nevada
$14.8M 212,224 +6,143 +3%
FCBT
111
First Citizens Bank & Trust
North Carolina
$14.6M 209,194 -245,489 -54%
FFN
112
Focus Financial Network
Minnesota
$14.4M 205,444 -431 -0.2%
Kayne Anderson Rudnick Investment Management
113
Kayne Anderson Rudnick Investment Management
California
$14.3M 204,211 -92,110 -31%
CA
114
Cetera Advisors
Colorado
$13.7M 196,547 -17,592 -8%
WC
115
Woodstock Corp
Massachusetts
$13.6M 194,542 -6,868 -3%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$13.3M 190,492 -2,277 -1%
SCG
117
Sonata Capital Group
Washington
$13.3M 190,324 -3,781 -2%
PFM
118
Patton Fund Management
Texas
$12.7M 181,718 +12,936 +8%
PAG
119
Private Advisor Group
New Jersey
$12.6M 180,641 -4,480 -2%
SFP
120
Strategic Financial Partners
Oregon
$12.6M 180,474 -25,881 -13%
TCB
121
Texas Capital Bancshares
Texas
$12.6M 179,716 -16,690 -8%
SC
122
Steph & Co
Wisconsin
$12.5M 178,560 -10,061 -5%
BF
123
BOK Financial
Oklahoma
$12.3M 176,498 -44,681 -20%
BA
124
Bristlecone Advisors
Washington
$12.3M 176,272 -2,447 -1%
CANC
125
Culbertson A N & Co
Virginia
$12.3M 175,967 -320 -0.2%
3 4
5
6 7