IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

883 hedge funds and large institutions have $16.6B invested in iShares Russell Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 271 increasing their positions, 248 reducing their positions, and 30 closing their positions.

Holders
883
Holders Change
+120
Holders Change %
+15.73%
% of All Funds
17.44%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.28%
New
160
Increased
271
Reduced
248
Closed
30
Calls
$2.72M
Puts
$1.07M
Net Calls
+$1.65M
Net Calls Change
-$3.22M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$282M
2
Bank of America
2
Bank of America
North Carolina
$3.02B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$61.4M
4
US Bancorp
4
US Bancorp
Minnesota
$573M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$843M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
BWM
3
Baystate Wealth Management
Massachusetts
$50.2M
4
Wells Fargo
4
Wells Fargo
California
$2.33B
5
Ameriprise
5
Ameriprise
Minnesota
$346M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.02B 50,666,157 +1,103,494 +2%
Wells Fargo
2
Wells Fargo
California
$2.33B 38,999,245 -452,350 -1%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.12B 18,749,504 -117,611 -0.6%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$843M 14,145,275 +497,687 +4%
US Bancorp
5
US Bancorp
Minnesota
$573M 9,609,525 +793,883 +9%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$509M 8,539,489 +484,968 +6%
TF
7
TIAA FSB
Florida
$437M 7,334,804 -9,538 -0.1%
UBS Group
8
UBS Group
Switzerland
$411M 6,893,496 +64,137 +0.9%
Northern Trust
9
Northern Trust
Illinois
$402M 6,750,987 +169,814 +3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$383M 6,428,721 +299,471 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$363M 6,080,965 +400,316 +7%
Ameriprise
12
Ameriprise
Minnesota
$346M 5,808,127 -134,136 -2%
Truist Financial
13
Truist Financial
North Carolina
$282M 4,730,385 +2,529,224 +115%
Morgan Stanley
14
Morgan Stanley
New York
$234M 3,924,903 -123,269 -3%
ANTB
15
AMG National Trust Bank
Colorado
$221M 3,700,062 +31,549 +0.9%
AAS
16
Avantax Advisory Services
Texas
$196M 3,281,779 +174,678 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$191M 3,200,645 +246,907 +8%
Goldman Sachs
18
Goldman Sachs
New York
$187M 3,144,850 +79,513 +3%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$159M 2,672,247 +9,382 +0.4%
KeyBank National Association
20
KeyBank National Association
Ohio
$143M 2,404,631 -83,356 -3%
V
21
Veritable
Delaware
$122M 2,048,849 -47,453 -2%
LPL Financial
22
LPL Financial
California
$116M 1,953,096 -82,998 -4%
CCA
23
Catalyst Capital Advisors
New York
$111M 1,863,002 +90,249 +5%
MRC
24
Millburn Ridgefield Corp
New York
$111M 1,863,002 +90,249 +5%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$102M 1,715,516 -33,284 -2%
1
2 3 4 5