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 %
UWPG
151
Ullmann Wealth Partners Group
Florida
$8.65M 123,723 -173 -0.1%
FSC
152
Full Sail Capital
Oklahoma
$8.58M 122,676 -14,269 -10%
FHA
153
First Horizon Advisors
Tennessee
$8.54M 122,120 -13,896 -10%
SDWMA
154
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.48M 121,302 -1,028 -0.8%
RJT
155
Raymond James Trust
Florida
$8.41M 120,283 +2,380 +2%
HFG
156
Heron Financial Group
New York
$8.31M 118,915 +12,251 +11%
Brown Advisory
157
Brown Advisory
Maryland
$8.3M 118,674 +25,100 +27%
CFA
158
Cahill Financial Advisors
Minnesota
$8.13M 116,250 +2,459 +2%
HH
159
Hilltop Holdings
Texas
$8.08M 115,570 +82,550 +250%
WB
160
West Bancorporation
Iowa
$8.04M 114,959 +1,657 +1%
CAM
161
Campion Asset Management
Virginia
$7.98M 114,169 -490 -0.4%
BC
162
Bartlett & Co
Ohio
$7.87M 112,608 +6,049 +6%
BCWM
163
Bartlett & Co Wealth Management
Ohio
$7.87M 112,608 +6,049 +6%
SWP
164
Summit Wealth Partners
Florida
$7.79M 111,412 -3,785 -3%
FNFDCM
165
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.76M 111,035 -670 -0.6%
FNT
166
First National Trust
Pennsylvania
$7.74M 110,704 +2,416 +2%
SIG
167
Stonegate Investment Group
Alabama
$7.58M 108,465 +2,585 +2%
SQA
168
Simon Quick Advisors
New Jersey
$7.47M 106,859 -18,150 -15%
FB
169
Fulton Bank
Pennsylvania
$7.32M 104,686 +2,288 +2%
BJL
170
Brighton Jones LLC
Washington
$7.29M 104,245 -1,730 -2%
EH
171
Equitable Holdings
New York
$7.26M 103,904 -1,414 -1%
WW
172
Westshore Wealth
California
$7.22M 103,239 +7,871 +8%
MNBTD
173
Moody National Bank Trust Division
Texas
$7.2M 102,951 +10,773 +12%
9WM
174
9258 Wealth Management
Ohio
$7.19M 102,901 +6,284 +7%
ATPW
175
Ashton Thomas Private Wealth
Arizona
$7.12M 101,841 +12,285 +14%
5 6
7
8 9