IWR icon

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
$142M
2
US Bancorp
US Bancorp
Minnesota
$1.45B
3
Natixis Advisors
Natixis Advisors
Massachusetts
$71.5M
4
CA
Cetera Advisors
Colorado
$72.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$55.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$302M
2
MRC
Millburn Ridgefield Corp
New York
$49.7M
3
CCA
Catalyst Capital Advisors
New York
$49.7M
4
Wells Fargo
Wells Fargo
California
$2.43B
5
HNB
Huntington National Bank
Ohio
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
126
Legacy Advisors
Pennsylvania
$12.5M +$5.37M +77,194 +75%
PFM
127
Patton Fund Management
Texas
$12.3M -$223K -3,214 -2%
BFS
128
Bradley Foster & Sargent
Connecticut
$12.2M – – –
CANC
129
Culbertson A N & Co
Virginia
$12.1M -$137K -1,980 -1%
BA
130
Bristlecone Advisors
Washington
$11.9M -$195K -2,819 -2%
PAG
131
Private Advisor Group
New Jersey
$11.8M -$68.4K -987 -0.6%
BF
132
BOK Financial
Oklahoma
$11.8M +$487K +7,407 +4%
Charles Schwab
133
Charles Schwab
California
$11.3M +$10.3M +148,109 +987%
CS
134
Comerica Securities
Michigan
$11M +$1.36M +19,527 +14%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$10.8M -$362K -5,231 -3%
CWM
136
CCG Wealth Management
California
$10.7M +$10.7M +154,816 New
OCM
137
One Capital Management
California
$10.7M +$206K +2,974 +2%
ONB
138
Old National Bancorp
Indiana
$10.6M -$285K -4,114 -3%
CFO
139
Callan Family Office
Pennsylvania
$10.6M -$10.9K -158 -0.1%
WT
140
Whittier Trust
California
$10.5M +$1.12M +16,113 +12%
SC
141
Steph & Co
Wisconsin
$10.5M -$57.3K -828 -0.5%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$10.1M -$183K -2,649 -2%
WTB
143
Washington Trust Bank
Washington
$10M +$1.39M +20,095 +16%
BSW
144
Buckingham Strategic Wealth
Missouri
$10M -$293K -4,231 -3%
B
145
Bailard
California
$9.72M -$10.9K -157 -0.1%
FCBT
146
First Citizens Bank & Trust
North Carolina
$9.41M -$2.9M -41,872 -24%
LWM
147
LJI Wealth Management
Indiana
$9.34M +$373K +5,388 +4%
WANY
148
Wealthspire Advisors (New York)
New York
$9.27M +$7.56M +109,170 +442%
CAM
149
Cresset Asset Management
Illinois
$9.26M +$128K +1,843 +1%
William Blair & Company
150
William Blair & Company
Illinois
$9.22M +$383K +5,531 +4%
4 5
6
7 8