IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,137 hedge funds and large institutions have $21.9B invested in iShares Russell Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 389 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,137
Holders Change
+80
Holders Change %
+7.57%
% of All Funds
18.34%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.05%
New
148
Increased
389
Reduced
352
Closed
48
Calls
$5.05M
Puts
$3.04M
Net Calls
+$2M
Net Calls Change
-$5.13M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.64B
2
FMI
Factory Mutual Insurance
Massachusetts
$162M
3
Cerity Partners
Cerity Partners
New York
$38.4M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$126M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$571M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$39.8M
2
Citigroup
Citigroup
New York
$24.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.07B
4
Ameriprise
Ameriprise
Minnesota
$282M
5
PCP
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
251
VOYA Investment Management
Georgia
$3.62M -$11.4M -168,867 -76%
HPM
252
Hoxton Planning & Management
West Virginia
$3.61M +$3.61M +53,485 New
ST
253
Sabal Trust
Florida
$3.6M -$49.9K -740 -1%
MRWM
254
ML&R Wealth Management
Texas
$3.56M – – –
AllianceBernstein
255
AllianceBernstein
Tennessee
$3.56M -$1.65M -24,472 -32%
Fiera Capital (Canada)
256
Fiera Capital (Canada)
Quebec, Canada
$3.55M +$202 +3 +0%
GWAM
257
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.49M -$210K -3,118 -6%
PFP
258
Pinnacle Financial Partners
Tennessee
$3.49M -$11.9K -177 -0.3%
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$3.46M -$130K -1,928 -4%
ATC
260
Argent Trust Co
Tennessee
$3.45M -$98.5K -1,460 -3%
PFM
261
Parsec Financial Management
North Carolina
$3.4M +$76.6K +1,135 +2%
BWA
262
Beam Wealth Advisors
Louisiana
$3.34M +$840K +12,450 +34%
RWP
263
RWA Wealth Partners
Massachusetts
$3.33M -$11.5K -163 -0.3%
SJIM
264
St. Johns Investment Management
Florida
$3.32M -$62.5K -927 -2%
CCB
265
Country Club Bank
Missouri
$3.31M -$823K -12,195 -20%
IAN
266
Integrated Advisors Network
Texas
$3.3M -$16.8K -249 -0.5%
YWP
267
YorkBridge Wealth Partners
New York
$3.29M – – –
HSBC Holdings
268
HSBC Holdings
United Kingdom
$3.23M +$15.2K +226 +0.5%
SSB
269
Sandy Spring Bank
Maryland
$3.2M -$787K -11,669 -20%
LNWWM
270
Laird Norton Wetherby Wealth Management
California
$3.19M – – –
CAM
271
Cresset Asset Management
Illinois
$3.07M -$353K -6,681 -10%
MAM
272
Marquette Asset Management
Minnesota
$3.07M -$165K -2,440 -5%
LNC
273
Lincoln National Corp
Pennsylvania
$3.06M +$551K +8,162 +22%
SIA
274
SkyView Investment Advisors
New Jersey
$3.04M +$1.8M +26,631 +144%
NL
275
NWAM LLC
Washington
$3.02M +$128K +1,902 +4%
9 10
11
12 13